Financial advisors and lenders · Tennessee

Financial advisors and lenders in Nashville, TN

696 financial advisors in Nashville with phone numbers, 204 with email addresses. Search the list, unlock the ones you want and start calling today.

696
businesses
100%
have a phone number
29%
have an email address (204)
—
average Google rating
Sample

A sample of financial advisors and lenders in Nashville

Twelve of the 696 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
HealthMarkets Insurance - Tonya TaylorInsurance Agency; Financial Service; Legal Service—Yes(615) •••-••••Available
Mr. Tax of AmericaFinancial Service; Legal Service—Yes(615) •••-••••Available
Access Financial ServicesFinancial Service—Yes(615) •••-••••Available
Fifth Third Preferred - Brian BlairFinancial Service; Legal Service—Yes(615) •••-••••Available
Mike Fuller InsuranceFinancial Service; Legal Service—Yes(615) •••-••••Available
Jerry Matthews - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(615) •••-••••Available
Capital Leasing & FinanceLoans Agency—Yes(615) •••-••••Available
Edward Jones - Financial Advisor: Matt CreekmoreFinancial Service; Legal Service—Yes(615) •••-••••Available
Movement Mortgage, 39179 - Bill Thomas, 38151Financial Service; Legal Service—Yes(615) •••-••••Available
Richland VenturesFinancial Planner—Yes(615) •••-••••Available
Mployer AdvisorInsurance Agency; Financial Service; Legal Service—Yes(615) •••-••••Available
Joe Dughman & AssociatesFinancial Service; Legal Service—Yes(615) •••-••••Available

Showing 12 of 696. Data refreshed October 2026.

The market

What Nashville'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; 696 have no rating yet — prime prospects for review and reputation services.
138 (20%) have no website listed — a ready-made list for web design and SEO offers.
20% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service263
  • Financial Planner162
  • Loans Agency91
  • Financial Service37
  • Financial Service; Legal Service; Business Service31
  • Insurance Agency; Financial Service; Legal Service27

Area codes

  • (615)640
  • (629)6
  • (888)6
  • (877)4
  • (866)4
  • (800)4
Playbook

How to sell to financial advisors in Nashville

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 Nashville financial advisors leads

How many financial advisors and lenders in Nashville, TN are in the database?
696 financial advisors and lenders in Nashville, TN, as of October 2026. 696 of them have a phone number and 204 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 Nashville list of 696 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.

Start calling Nashville financial advisors today

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