Financial advisors and lenders · Louisiana

Financial advisors and lenders in New Orleans, LA

378 financial advisors in New Orleans with phone numbers, 109 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the New Orleans list freeSee a sample
378
businesses
100%
have a phone number
29%
have an email address (109)
—
average Google rating
Sample

A sample of financial advisors and lenders in New Orleans

Twelve of the 378 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Sun Finanace Co.Loans Agency—Yes(504) •••-••••Available
Edward Jones - Financial Advisor: Tricia B BarreraFinancial Service; Legal Service—Yes(504) •••-••••Available
Ariana Tipper - RealtorReal Estate Agency; Financial Service; Legal Service—Yes(504) •••-••••Available
Trufund FinancialFinancial Planner—Yes(504) •••-••••Available
Berniard Law FirmLaw Office; Financial Service; Legal Service—Yes(504) •••-••••Available
Edward Jones - Financial Advisor: Tim RockFinancial Service; Legal Service—Yes(504) •••-••••Available
United Negro College FundFinancial Service; Legal Service—Yes(504) •••-••••Available
Edward Jones - Financial Advisor: Madeline BrowningFinancial Service; Legal Service—Yes(504) •••-••••Available
Simple Lending by Mortgage DynamicsFinancial Service; Legal Service—Yes(504) •••-••••Available
Statewide Security Patrol and EnforcementFinancial Service; Legal Service—Yes(504) •••-••••Available
Barr InvestmentsFinancial Planner—Yes(504) •••-••••Available
Point FundingFinancial Service—Yes(504) •••-••••Available

Showing 12 of 378. Data refreshed October 2026.

The market

What New Orleans'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; 378 have no rating yet — prime prospects for review and reputation services.
71 (19%) have no website listed — a ready-made list for web design and SEO offers.
28% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service165
  • Financial Planner55
  • Financial Service; Legal Service; Business Service39
  • Loans Agency35
  • Financial Service17
  • Insurance Agency; Financial Service; Legal Service12

Area codes

  • (504)359
  • (888)3
  • (985)2
  • (225)2
  • (251)1
  • (866)1
Playbook

How to sell to financial advisors in New Orleans

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 New Orleans financial advisors leads

How many financial advisors and lenders in New Orleans, LA are in the database?
378 financial advisors and lenders in New Orleans, LA, as of October 2026. 378 of them have a phone number and 109 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 New Orleans list of 378 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

Baton Rouge, LAShreveport, LAMetairie, LALafayette, LALake Charles, LASlidell, LAMonroe, LAMandeville, LAAll financial advisors and lenders →

Other businesses in New Orleans

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesVets and pet businessesDaycares, tutors and schoolsEvent and wedding businessesHotels and innsMarketing agenciesConsultantsEverything in New Orleans →

Start calling New Orleans financial advisors today

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

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