Financial advisors and lenders · Washington

Financial advisors and lenders in Kirkland, WA

158 financial advisors in Kirkland with phone numbers, 50 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Kirkland list freeSee a sample
158
businesses
100%
have a phone number
32%
have an email address (50)
—
average Google rating
Sample

A sample of financial advisors and lenders in Kirkland

Twelve of the 158 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Home Trust FinancialLoans Agency—Yes(425) •••-••••Available
Wallick and VolkFinancial Service; Legal Service—Yes(425) •••-••••Available
Edward Jones - Financial Advisor: Vernon J ApplegateFinancial Service; Legal Service—Yes(425) •••-••••Available
Eastside FundingFinancial Service; Legal Service—Yes(425) •••-••••Available
Best Chance Auto LoanCar Dealership; Financial Service; Legal Service—Yes(888) •••-••••Available
Jennifer Reyer Real EstateReal Estate Agency; Financial Service; Legal Service—Yes(206) •••-••••Available
Cascade FundingLoans Agency—Yes(425) •••-••••Available
Onyxx Investment GroupFinancial Planner—Yes(425) •••-••••Available
Veristone CapitalFinancial Service; Legal Service—Yes(425) •••-••••Available
Edward Jones - Financial Advisor: Keith C HallerFinancial Service; Legal Service—Yes(425) •••-••••Available
Edward Jones - Financial Advisor: Bill Barlowe, CRPC®|CRPS®Financial Service; Legal Service—Yes(425) •••-••••Available
3X EquityFinancial Planner—Yes(425) •••-••••Available

Showing 12 of 158. Data refreshed October 2026.

The market

What Kirkland'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; 158 have no rating yet — prime prospects for review and reputation services.
27 (17%) 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 Service47
  • Loans Agency40
  • Financial Planner39
  • Financial Service; Legal Service; Business Service11
  • Financial Service6
  • Insurance Agency; Financial Service; Legal Service5

Area codes

  • (425)135
  • (206)19
  • (509)1
  • (253)1
  • (800)1
  • (888)1
Playbook

How to sell to financial advisors in Kirkland

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 Kirkland financial advisors leads

How many financial advisors and lenders in Kirkland, WA are in the database?
158 financial advisors and lenders in Kirkland, WA, as of October 2026. 158 of them have a phone number and 50 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 Kirkland list of 158 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

Seattle, WASpokane, WAVancouver, WATacoma, WABellevue, WABellingham, WAEverett, WAPuyallup, WAAll financial advisors and lenders →

Other businesses in Kirkland

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Kirkland →

Start calling Kirkland financial advisors today

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

Get these leads freeSee pricing