Financial advisors and lenders · Texas

Financial advisors and lenders in Plano, TX

562 financial advisors in Plano with phone numbers, 138 with email addresses. Search the list, unlock the ones you want and start calling today.

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562
businesses
100%
have a phone number
25%
have an email address (138)
—
average Google rating
Sample

A sample of financial advisors and lenders in Plano

Twelve of the 562 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: John R Bourgeois, CFP®|AAMS®Financial Service; Legal Service—Yes(972) •••-••••Available
Watchman GroupFinancial Planner—Yes(469) •••-••••Available
Eubank Hutson & AssociatesFinancial Planner—Yes(972) •••-••••Available
Interlinc Financial Advisors, Inc.Financial Service; Legal Service; Business Service—Yes(214) •••-••••Available
Ruedi Wealth ManagementFinancial Service; Legal Service—Yes(972) •••-••••Available
WealthStar Advisors, LLCFinancial Planner—Yes(972) •••-••••Available
Archer Co.Financial Planner—Yes(972) •••-••••Available
Bank of America Home LoansBank; Financial Service; Legal Service—Yes(972) •••-••••Available
America Debt ResolutionsFinancial Service—Yes(877) •••-••••Available
Whitestone ReitFinancial Planner; Real Estate Agency; Organization—Yes(214) •••-••••Available
Investors Asset ManagementFinancial Planner—Yes(972) •••-••••Available
Profit MattersFinancial Service; Legal Service—Yes(844) •••-••••Available

Showing 12 of 562. Data refreshed October 2026.

The market

What Plano'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; 562 have no rating yet — prime prospects for review and reputation services.
78 (14%) have no website listed — a ready-made list for web design and SEO offers.
34% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service227
  • Financial Planner85
  • Financial Service; Legal Service; Business Service66
  • Loans Agency64
  • Insurance Agency; Financial Service; Legal Service22
  • Financial Service18

Area codes

  • (972)310
  • (469)125
  • (214)85
  • (866)6
  • (800)5
  • (855)4
Playbook

How to sell to financial advisors in Plano

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 Plano financial advisors leads

How many financial advisors and lenders in Plano, TX are in the database?
562 financial advisors and lenders in Plano, TX, as of October 2026. 562 of them have a phone number and 138 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 Plano list of 562 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 Plano

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesVets and pet businessesDaycares, tutors and schoolsSenior care providersIT service companiesLocksmiths and security companiesMarketing agenciesConsultantsSoftware companiesEverything in Plano →

Start calling Plano financial advisors today

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