Financial advisors and lenders · Rhode Island

Financial advisors and lenders in Providence, RI

225 financial advisors in Providence with phone numbers, 65 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Providence list freeSee a sample
225
businesses
100%
have a phone number
29%
have an email address (65)
—
average Google rating
Sample

A sample of financial advisors and lenders in Providence

Twelve of the 225 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Movement Mortgage, 39179 - Ashley Cookson, 1904719Financial Service; Legal Service—Yes(774) •••-••••Available
Movement Mortgage, 39179 - Ambrose Ling, 39071Financial Service; Legal Service—Yes(508) •••-••••Available
Movement Mortgage Rhode Island NMLSLoans Agency—Yes(401) •••-••••Available
Endurance Wealth ManagementFinancial Planner—Yes(401) •••-••••Available
Movement Mortgage - Debra Mahoney,1780128Financial Service; Legal Service—Yes(401) •••-••••Available
Salem Five MortgageLoans Agency—Yes(401) •••-••••Available
The Virtus Group Financial and Insurance Services, IncFinancial Service; Legal Service—Yes(401) •••-••••Available
Movement Mortgage, 39179 - Clement O'Connor, 1444788Financial Service; Legal Service—Yes(401) •••-••••Available
Movement Mortgage - Meg McLaughlin,1596618Financial Service; Legal Service—Yes(401) •••-••••Available
Edward Jones - Financial Advisor: Karen Brunner LemkeFinancial Service; Legal Service—Yes(401) •••-••••Available
Goldman & Company CPAsFinancial Service; Legal Service—Yes(401) •••-••••Available
Movement Mortgage - Adam Dellemonico,1624974Financial Service; Legal Service—Yes(339) •••-••••Available

Showing 12 of 225. Data refreshed October 2026.

The market

What Providence'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; 225 have no rating yet — prime prospects for review and reputation services.
32 (14%) have no website listed — a ready-made list for web design and SEO offers.
24% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service98
  • Financial Planner45
  • Financial Service; Legal Service; Business Service40
  • Loans Agency14
  • Financial Service12
  • Insurance Agency; Financial Service; Legal Service4

Area codes

  • (401)204
  • (800)4
  • (888)3
  • (877)2
  • (508)2
  • (866)2
Playbook

How to sell to financial advisors in Providence

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 Providence financial advisors leads

How many financial advisors and lenders in Providence, RI are in the database?
225 financial advisors and lenders in Providence, RI, as of October 2026. 225 of them have a phone number and 65 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 Providence list of 225 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 Providence

Construction companiesLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasAuto repair shopsReal estate officesMarketing agenciesEverything in Providence →

Start calling Providence financial advisors today

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

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