Financial advisors and lenders · Texas

Financial advisors and lenders in Katy, TX

190 financial advisors in Katy with phone numbers, 60 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Katy list freeSee a sample
190
businesses
100%
have a phone number
32%
have an email address (60)
—
average Google rating
Sample

A sample of financial advisors and lenders in Katy

Twelve of the 190 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Avalon Bookkeeping & Tax Inc.Financial Service; Legal Service—Yes(281) •••-••••Available
CRIS FinancialFinancial Service; Legal Service—Yes(281) •••-••••Available
CSI Insurance Services, LLCFinancial Service; Legal Service—Yes(832) •••-••••Available
Edward Jones - Financial Advisor: Scott E Powers, AAMS®Financial Service; Legal Service—Yes(281) •••-••••Available
Elizabeth Martin at Guaranteed Rate Affinity - NMLS #243722Financial Service; Legal Service—Yes(281) •••-••••Available
ConsumerCoverageFinancial Service—Yes(800) •••-••••Available
Heston Ciment, PLLCLaw Office; Financial Service; Legal Service—Yes(713) •••-••••Available
Academy Mortgage Corporation- KatyFinancial Service; Legal Service; Business Service—Yes(281) •••-••••Available
Kadon Lewis - State Farm Insurance AgentOffice; Insurance Agency; Financial Service—Yes(281) •••-••••Available
VIDORRA CONSULTING, INC.Financial Service; Legal Service—Yes(888) •••-••••Available
Edward Jones - Financial Advisor: Yingying XuFinancial Service; Legal Service—Yes(281) •••-••••Available
Edward Jones - Financial Advisor: Shane P TheriotFinancial Service; Legal Service—Yes(281) •••-••••Available

Showing 12 of 190. Data refreshed October 2026.

The market

What Katy'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; 190 have no rating yet — prime prospects for review and reputation services.
37 (19%) have no website listed — a ready-made list for web design and SEO offers.
41% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service87
  • Loans Agency23
  • Financial Planner22
  • Real Estate Agency; Financial Service; Legal Service13
  • Insurance Agency; Financial Service; Legal Service12
  • Financial Service11

Area codes

  • (281)102
  • (832)40
  • (713)25
  • (346)6
  • (833)2
  • (866)2
Playbook

How to sell to financial advisors in Katy

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 Katy financial advisors leads

How many financial advisors and lenders in Katy, TX are in the database?
190 financial advisors and lenders in Katy, TX, as of October 2026. 190 of them have a phone number and 60 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 Katy list of 190 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 Katy

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesVets and pet businessesDaycares, tutors and schoolsConsultantsEverything in Katy →

Start calling Katy financial advisors today

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

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