Financial advisors and lenders · Texas

Financial advisors and lenders in Houston, TX

3,100+ financial advisors in Houston with phone numbers, 935 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Houston list freeSee a sample
3,100+
businesses
100%
have a phone number
29%
have an email address (935)
4.8★
average Google rating
Sample

A sample of financial advisors and lenders in Houston

Twelve of the 3,100+ financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Oak Harvest Financial GroupFinancial Service; Legal Service—Yes(281) •••-••••Available
TaxEXPRESSFinancial Service; Legal Service; Business and Professional Services—Yes(281) •••-••••Available
Marlin Insurance ServicesFinancial Service; Legal Service—Yes(281) •••-••••Available
Paul Doyle & AssociatesLaw Office; Financial Service; Legal Service—Yes(713) •••-••••Available
Parker Financial AdvisorsFinancial Planner—Yes(713) •••-••••Available
Bhi FundingLoans Agency—Yes(832) •••-••••Available
A G MultiServices LLCFinancial Service; Legal Service—Yes(346) •••-••••Available
Ero LendingLoans Agency—Yes(281) •••-••••Available
Bayou City MortgageLoans Agency—Yes(713) •••-••••Available
Markman Brothers InvestmentsFinancial Planner—Yes(713) •••-••••Available
Houston Tax Attorney ServiceFinancial Service; Legal Service—Yes(281) •••-••••Available
The Guide to Good Divorce, Inc.Financial Service; Legal Service; Law Office—Yes(713) •••-••••Available

Showing 12 of 3,100+. Data refreshed October 2026.

The market

What Houston's financial advisors look like

88% of rated financial advisors here hold 4.5★ or better — a competitive market where reviews are table stakes.
11 carry a perfect 5.0★ rating; 3,100+ have no rating yet — prime prospects for review and reputation services.
582 (18%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service1,300+
  • Financial Planner570
  • Loans Agency350
  • Financial Service; Legal Service; Business Service233
  • Insurance Agency; Financial Service; Legal Service127
  • Financial Service121

Area codes

  • (713)1,600+
  • (281)757
  • (832)517
  • (346)63
  • (888)43
  • (800)37
Playbook

How to sell to financial advisors in Houston

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 Houston financial advisors leads

How many financial advisors and lenders in Houston, TX are in the database?
3,100+ financial advisors and lenders in Houston, TX, as of October 2026. 3,100+ of them have a phone number and 935 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 Houston list of 3,100+ costs less than one month of Pro ($99 for 12,500 credits). 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

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Other businesses in Houston

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Start calling Houston financial advisors today

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