Financial advisors and lenders · South Carolina

Financial advisors and lenders in Greenville, SC

399 financial advisors in Greenville with phone numbers, 120 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Greenville list freeSee a sample
399
businesses
100%
have a phone number
30%
have an email address (120)
—
average Google rating
Sample

A sample of financial advisors and lenders in Greenville

Twelve of the 399 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Brian BridgesFinancial Service; Legal Service—Yes(864) •••-••••Available
Movement Mortgage, 39179 - Dennis Brody, 1180025Financial Service; Legal Service—Yes(864) •••-••••Available
Eva Hurley - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(864) •••-••••Available
American Funeral FinancialFinancial Service; Legal Service—Yes(877) •••-••••Available
Brandon Batson | SouthState MortgageLoans Agency—Yes(864) •••-••••Available
Eckert AgencyFinancial Service; Legal Service—Yes(864) •••-••••Available
Mitchell Reports InvestigationsFinancial Planner—Yes(864) •••-••••Available
Network Funding, LP - William Pender, CMPSFinancial Service; Legal Service—Yes(864) •••-••••Available
BLMCFinancial Service; Legal Service—Yes(864) •••-••••Available
Horizons Wealth ManagementFinancial Service; Legal Service; Business Service—Yes(864) •••-••••Available
NorthStar Financial & Retirement Planning, LLCFinancial Service; Legal Service—Yes(864) •••-••••Available
Edward Jones - Financial Advisor: Lonnie L DeckerFinancial Service; Legal Service—Yes(864) •••-••••Available

Showing 12 of 399. Data refreshed October 2026.

The market

What Greenville'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; 399 have no rating yet — prime prospects for review and reputation services.
42 (11%) have no website listed — a ready-made list for web design and SEO offers.
34% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service187
  • Financial Planner60
  • Loans Agency58
  • Financial Service; Legal Service; Business Service18
  • Insurance Agency; Financial Service; Legal Service13
  • Financial Service11

Area codes

  • (864)377
  • (800)5
  • (877)4
  • (678)2
  • (866)2
  • (781)2
Playbook

How to sell to financial advisors in Greenville

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 Greenville financial advisors leads

How many financial advisors and lenders in Greenville, SC are in the database?
399 financial advisors and lenders in Greenville, SC, as of October 2026. 399 of them have a phone number and 120 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 Greenville list of 399 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

Columbia, SCCharleston, SCMyrtle Beach, SCMt. Pleasant, SCSpartanburg, SCLexington, SCSummerville, SCFort Mill, SCAll financial advisors and lenders →

Other businesses in Greenville

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesVets and pet businessesMarketing agenciesConsultantsEverything in Greenville →

Start calling Greenville financial advisors today

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

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