Financial advisors and lenders · New York

Financial advisors and lenders in New York, NY

3,500+ financial advisors in New York with phone numbers, 909 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the New York list freeSee a sample
3,500+
businesses
100%
have a phone number
26%
have an email address (909)
—
average Google rating
Sample

A sample of financial advisors and lenders in New York

Twelve of the 3,500+ financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Consilium ADR, LLCFinancial Service; Legal Service—Yes(212) •••-••••Available
Legal Outsourcing 2.0Financial Service; Legal Service; Law Office—Yes(917) •••-••••Available
Glenmont Capital ManagementFinancial Planner—Yes(212) •••-••••Available
Jose Becerra - Mortgage Loan OfficerFinancial Service; Legal Service—Yes(917) •••-••••Available
Apollo Investment CorporationFinancial Service; Legal Service—Yes(212) •••-••••Available
Phoenix Management & AssociatesFinancial Service; Legal Service—Yes(212) •••-••••Available
World Steel DynamicsFinancial Planner—Yes(201) •••-••••Available
Permanent Life InsuranceFinancial Planner—Yes(516) •••-••••Available
CPM GroupFinancial Planner—Yes(212) •••-••••Available
Breaking GroundNon-Profit Organization; Financial Service; Legal Service—Yes(212) •••-••••Available
J M CohenFinancial Planner—Yes(212) •••-••••Available
Bernard Fleischer & Sons Artinsurancenow.comFinancial Service; Legal Service—Yes(212) •••-••••Available

Showing 12 of 3,500+. Data refreshed October 2026.

The market

What New York'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; 3,500+ have no rating yet — prime prospects for review and reputation services.
579 (16%) have no website listed — a ready-made list for web design and SEO offers.
15% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Planner1,200+
  • Financial Service; Legal Service1,100+
  • Financial Service; Legal Service; Business Service484
  • Financial Service194
  • Loans Agency132
  • Law Office; Financial Service; Legal Service63

Area codes

  • (212)2,500+
  • (646)340
  • (917)126
  • (347)65
  • (888)64
  • (800)63
Playbook

How to sell to financial advisors in New York

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 York financial advisors leads

How many financial advisors and lenders in New York, NY are in the database?
3,500+ financial advisors and lenders in New York, NY, as of October 2026. 3,500+ of them have a phone number and 909 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 York list of 3,500+ costs less than one month of Pro ($99 for 12,500 credits). 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 New York

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Start calling New York financial advisors today

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

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