Financial advisors and lenders · Oklahoma

Financial advisors and lenders in Oklahoma City, OK

606 financial advisors in Oklahoma City with phone numbers, 201 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Oklahoma City list freeSee a sample
606
businesses
100%
have a phone number
33%
have an email address (201)
—
average Google rating
Sample

A sample of financial advisors and lenders in Oklahoma City

Twelve of the 606 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
MultiQuote Business InsuranceFinancial Service; Legal Service; Insurance Agency—Yes(888) •••-••••Available
Movement Mortgage-Tim Cox,901333Loans Agency—Yes(580) •••-••••Available
Red Dirt LendingLoans Agency—Yes(405) •••-••••Available
CPAOKC, PLLCFinancial Service; Legal Service—Yes(405) •••-••••Available
Bonds For LessFinancial Service; Legal Service—Yes(405) •••-••••Available
Imagenation Promotional GroupFinancial Planner—Yes(405) •••-••••Available
Sunbelt Business Brokers of Oklahoma CityReal Estate Agency; Financial Service; Legal Service—Yes(405) •••-••••Available
Agile Insulation ServicesFinancial Service; Legal Service—Yes(405) •••-••••Available
Brett Baldwin - Gateway MortgageFinancial Service; Legal Service—Yes(405) •••-••••Available
Chrisman and Chrisman Financial ServicesFinancial Service; Legal Service—Yes(405) •••-••••Available
HealthMarkets Insurance - Randy Leo LeBlancInsurance Agency; Financial Service; Legal Service—Yes(405) •••-••••Available
Briko RealtyReal Estate Agency; Financial Service; Legal Service—Yes(405) •••-••••Available

Showing 12 of 606. Data refreshed October 2026.

The market

What Oklahoma City'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; 606 have no rating yet — prime prospects for review and reputation services.
100 (17%) have no website listed — a ready-made list for web design and SEO offers.
32% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service261
  • Financial Planner110
  • Loans Agency60
  • Financial Service; Legal Service; Business Service34
  • Insurance Agency; Financial Service; Legal Service33
  • Financial Service26

Area codes

  • (405)566
  • (800)7
  • (918)6
  • (580)6
  • (888)3
  • (407)2
Playbook

How to sell to financial advisors in Oklahoma City

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 Oklahoma City financial advisors leads

How many financial advisors and lenders in Oklahoma City, OK are in the database?
606 financial advisors and lenders in Oklahoma City, OK, as of October 2026. 606 of them have a phone number and 201 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 Oklahoma City list of 606 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

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Other businesses in Oklahoma City

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Start calling Oklahoma City financial advisors today

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