Financial advisors and lenders · Wisconsin

Financial advisors and lenders in Madison, WI

310 financial advisors in Madison with phone numbers, 94 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Madison list freeSee a sample
310
businesses
100%
have a phone number
30%
have an email address (94)
—
average Google rating
Sample

A sample of financial advisors and lenders in Madison

Twelve of the 310 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Grobe & Associates CPAs, LLCFinancial Service; Legal Service—Yes(608) •••-••••Available
Schell CPAFinancial Service; Legal Service—Yes(608) •••-••••Available
Masana Law, LLCStructure; Financial Service; Legal Service—Yes(608) •••-••••Available
Badgerland Farm Credit ServicesLoans Agency—Yes(608) •••-••••Available
Edward Jones - Financial Advisor: Eric C FaustFinancial Service; Legal Service—Yes(608) •••-••••Available
Wisconsin Law FoundationFinancial Service—Yes(608) •••-••••Available
Edward Jones - Financial Advisor: Zach Kuehl, CFP®Financial Service; Legal Service—Yes(608) •••-••••Available
Edward Jones - Financial Advisor: Jeffrey A PrebishFinancial Service; Legal Service—Yes(608) •••-••••Available
Brown Advisory GroupFinancial Planner—Yes(608) •••-••••Available
Levine Lyon LLPFinancial Service; Legal Service—Yes(608) •••-••••Available
Edward Jones - Financial Advisor: Steve L Soma, AAMS®Financial Service; Legal Service—Yes(608) •••-••••Available
Pyle GroupFinancial Planner—Yes(608) •••-••••Available

Showing 12 of 310. Data refreshed October 2026.

The market

What Madison'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; 310 have no rating yet — prime prospects for review and reputation services.
32 (10%) 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 Service129
  • Financial Planner60
  • Financial Service; Legal Service; Business Service41
  • Financial Service; Legal Service; Law Office18
  • Loans Agency17
  • Insurance Agency; Financial Service; Legal Service10

Area codes

  • (608)286
  • (202)4
  • (855)2
  • (305)2
  • (904)2
  • (313)2
Playbook

How to sell to financial advisors in Madison

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 Madison financial advisors leads

How many financial advisors and lenders in Madison, WI are in the database?
310 financial advisors and lenders in Madison, WI, as of October 2026. 310 of them have a phone number and 94 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 Madison list of 310 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

Milwaukee, WIGreen Bay, WIAppleton, WIBrookfield, WIWaukesha, WIAll financial advisors and lenders →

Other businesses in Madison

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

Start calling Madison financial advisors today

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

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