Financial advisors and lenders · Texas

Financial advisors and lenders in Irving, TX

263 financial advisors in Irving with phone numbers, 83 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Irving list freeSee a sample
263
businesses
100%
have a phone number
32%
have an email address (83)
—
average Google rating
Sample

A sample of financial advisors and lenders in Irving

Twelve of the 263 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Claudia Salas - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(972) •••-••••Available
Total Credit ServiceFinancial Planner—Yes(817) •••-••••Available
JanguardFinancial Service—Yes(800) •••-••••Available
Vertex Principles Group LLCFinancial Service; Legal Service—Yes(469) •••-••••Available
Bsi Financial ServicesFinancial Planner—Yes(972) •••-••••Available
Dan Garber - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(972) •••-••••Available
Powersports ListingsMotorcycle Dealership; Financial Service; Legal Service—Yes(972) •••-••••Available
ZingenuityLoans Agency—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Kevin B ArmesFinancial Service; Legal Service—Yes(469) •••-••••Available
Amerimark CapitalLoans Agency—Yes(214) •••-••••Available
Simply Tax ServiceFinancial Service; Legal Service—Yes(469) •••-••••Available
TCI Texas InsuranceFinancial Service; Legal Service—Yes(972) •••-••••Available

Showing 12 of 263. Data refreshed October 2026.

The market

What Irving'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; 263 have no rating yet — prime prospects for review and reputation services.
41 (16%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service103
  • Financial Planner47
  • Loans Agency43
  • Insurance Agency; Financial Service; Legal Service35
  • Financial Service10
  • Financial Service; Legal Service; Business Service4

Area codes

  • (972)148
  • (214)32
  • (469)26
  • (401)17
  • (800)7
  • (866)5
Playbook

How to sell to financial advisors in Irving

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 Irving financial advisors leads

How many financial advisors and lenders in Irving, TX are in the database?
263 financial advisors and lenders in Irving, TX, as of October 2026. 263 of them have a phone number and 83 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 Irving list of 263 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

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Other businesses in Irving

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesSalons and spasAuto repair shopsCar dealershipsReal estate officesInsurance agenciesIT service companiesMarketing agenciesConsultantsEverything in Irving →

Start calling Irving financial advisors today

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

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