Financial advisors and lenders · Texas

Financial advisors and lenders in Grapevine, TX

107 financial advisors in Grapevine with phone numbers, 22 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Grapevine list freeSee a sample
107
businesses
100%
have a phone number
21%
have an email address (22)
—
average Google rating
Sample

A sample of financial advisors and lenders in Grapevine

Twelve of the 107 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Lauren Stone - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(817) •••-••••Available
Edward Jones - Financial Advisor: Bret S CarterFinancial Service; Legal Service—Yes(817) •••-••••Available
Afi MortgageLoans Agency—Yes(817) •••-••••Available
Genesis Medical Billing ServicesFinancial Service; Legal Service—Yes(800) •••-••••Available
Xunaan, Inc.Insurance Agency; Financial Service; Legal Service—Yes(817) •••-••••Available
Asset Preservation GroupFinancial Planner—Yes(817) •••-••••Available
Rita Isom | Century 21Real Estate Agency; Financial Service; Legal Service—Yes(469) •••-••••Available
Alfredo Robledo CPA, PCFinancial Service; Legal Service—Yes(817) •••-••••Available
David S. Kohm & AssociatesLaw Office; Financial Service; Legal Service—Yes(817) •••-••••Available
GSB MortgageLoans Agency—Yes(817) •••-••••Available
Comprehensive FinanceFinancial Service; Legal Service—Yes(866) •••-••••Available
Harbor Mortgage CompanyFinancial Service—Yes(912) •••-••••Available

Showing 12 of 107. Data refreshed October 2026.

The market

What Grapevine'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; 107 have no rating yet — prime prospects for review and reputation services.
10 (9%) have no website listed — a ready-made list for web design and SEO offers.
32% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service50
  • Financial Planner20
  • Loans Agency17
  • Insurance Agency; Financial Service; Legal Service5
  • Law Office; Financial Service; Legal Service3
  • Financial Service; Legal Service; Business Service3

Area codes

  • (817)71
  • (469)9
  • (214)9
  • (972)5
  • (682)5
  • (903)3
Playbook

How to sell to financial advisors in Grapevine

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 Grapevine financial advisors leads

How many financial advisors and lenders in Grapevine, TX are in the database?
107 financial advisors and lenders in Grapevine, TX, as of October 2026. 107 of them have a phone number and 22 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 Grapevine list of 107 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.

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Start calling Grapevine financial advisors today

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