Financial advisors and lenders · Missouri

Financial advisors and lenders in Kansas City, MO

439 financial advisors in Kansas City with phone numbers, 134 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Kansas City list freeSee a sample
439
businesses
100%
have a phone number
31%
have an email address (134)
—
average Google rating
Sample

A sample of financial advisors and lenders in Kansas City

Twelve of the 439 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Complete Medicare PlanningFinancial Service; Legal Service; Law Office—Yes(816) •••-••••Available
Azodi CPA & Investments, PCFinancial Service—Yes(816) •••-••••Available
Movement Mortgage,39179 - Andrew Nolte,1559822Loans Agency—Yes(816) •••-••••Available
Edward Jones - Financial Advisor: Bill HudsonFinancial Service; Legal Service—Yes(816) •••-••••Available
Hometown Equity MortgageLoans Agency—Yes(816) •••-••••Available
Thurmond Law FirmLaw Office; Financial Service; Legal Service—Yes(816) •••-••••Available
RJM & CompanyFinancial Planner—Yes(816) •••-••••Available
National Insurance Producer RegistryFinancial Service; Legal Service—Yes(855) •••-••••Available
Edward Jones - Financial Advisor: Cole J Hart, AAMS®Financial Service; Legal Service—Yes(816) •••-••••Available
Atwood & PalmerFinancial Planner—Yes(816) •••-••••Available
Edward Jones - Financial Advisor: Paige B FowlerFinancial Service; Legal Service—Yes(816) •••-••••Available
Moore Dispute Resolution Services, LLCFinancial Service; Legal Service—Yes(816) •••-••••Available

Showing 12 of 439. Data refreshed October 2026.

The market

What Kansas City'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; 439 have no rating yet — prime prospects for review and reputation services.
75 (17%) have no website listed — a ready-made list for web design and SEO offers.
23% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service170
  • Financial Planner98
  • Loans Agency54
  • Financial Service27
  • Insurance Agency; Financial Service; Legal Service19
  • Financial Service; Legal Service; Law Office15

Area codes

  • (816)395
  • (913)14
  • (800)7
  • (877)5
  • (855)4
  • (888)3
Playbook

How to sell to financial advisors in Kansas City

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 Kansas City financial advisors leads

How many financial advisors and lenders in Kansas City, MO are in the database?
439 financial advisors and lenders in Kansas City, MO, as of October 2026. 439 of them have a phone number and 134 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 Kansas City list of 439 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

St Louis, MOSpringfield, MOSt. Charles, MOColumbia, MOChesterfield, MOJefferson City, MOSaint Peters, MOAll financial advisors and lenders →

Other businesses in Kansas City

Construction companiesLandscaping companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesVets and pet businessesDaycares, tutors and schoolsPhotographersMoving and storage companiesEvent and wedding businessesSenior care providersHotels and innsMarketing agenciesConsultantsEverything in Kansas City →

Start calling Kansas City financial advisors today

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