Financial advisors and lenders · Michigan

Financial advisors and lenders in Grand Rapids, MI

478 financial advisors in Grand Rapids with phone numbers, 128 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Grand Rapids list freeSee a sample
478
businesses
100%
have a phone number
27%
have an email address (128)
—
average Google rating
Sample

A sample of financial advisors and lenders in Grand Rapids

Twelve of the 478 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
John Seville - Benchmark MortgageLoans Agency—Yes(616) •••-••••Available
Top Flite FinancialLoans Agency—Yes(616) •••-••••Available
Edge Wealth ManagementFinancial Planner—Yes(616) •••-••••Available
AIM Tax & MortgageFinancial Service; Legal Service—Yes(616) •••-••••Available
Zhang FinancialFinancial Service; Legal Service—Yes(616) •••-••••Available
Financial Education Services - Credit Restoration ServicesFinancial Service; Legal Service—Yes(616) •••-••••Available
Fifth Third Preferred - Benjamin JohnsFinancial Service; Legal Service—Yes(616) •••-••••Available
shepherd Capital ManagementFinancial Service; Legal Service—Yes(616) •••-••••Available
Martin L Rogalski PCFinancial Service; Legal Service—Yes(616) •••-••••Available
Boer Insurance GroupInsurance Agency; Financial Service; Legal Service—Yes(616) •••-••••Available
Edward Jones - Financial Advisor: Don JansmaFinancial Service; Legal Service—Yes(616) •••-••••Available
John Dimond AgencyFinancial Service; Legal Service; Law Office—Yes(616) •••-••••Available

Showing 12 of 478. Data refreshed October 2026.

The market

What Grand Rapids's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 478 have no rating yet — prime prospects for review and reputation services.
97 (20%) have no website listed — a ready-made list for web design and SEO offers.
29% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service205
  • Financial Planner85
  • Financial Service; Legal Service; Business Service51
  • Loans Agency41
  • Financial Service24
  • Business Service; Financial Service; Legal Service23

Area codes

  • (616)443
  • (800)5
  • (888)4
  • (513)4
  • (231)3
  • (855)3
Playbook

How to sell to financial advisors in Grand Rapids

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Grand Rapids financial advisors leads

How many financial advisors and lenders in Grand Rapids, MI are in the database?
478 financial advisors and lenders in Grand Rapids, MI, as of October 2026. 478 of them have a phone number and 128 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Grand Rapids list of 478 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Detroit, MILansing, MITroy, MISouthfield, MIAnn Arbor, MILivonia, MIFarmington Hills, MISterling Heights, MIAll financial advisors and lenders →

Other businesses in Grand Rapids

Construction companiesLandscaping companiesCleaning companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesVets and pet businessesDaycares, tutors and schoolsPhotographersSenior care providersIT service companiesMarketing agenciesConsultantsEverything in Grand Rapids →

Start calling Grand Rapids financial advisors today

25 free credits, no card. Search "financial advisors in Grand Rapids" and unlock your first 25 contacts.

Get these leads freeSee pricing