Financial advisors and lenders · North Carolina

Financial advisors and lenders in Raleigh, NC

807 financial advisors in Raleigh with phone numbers, 241 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Raleigh list freeSee a sample
807
businesses
100%
have a phone number
30%
have an email address (241)
—
average Google rating
Sample

A sample of financial advisors and lenders in Raleigh

Twelve of the 807 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
BOURBONNAIS TAX ASSOCIATES LLCFinancial Service; Legal Service—Yes(919) •••-••••Available
Edward Jones - Financial Advisor: Richard D Mills, AAMS®Financial Service; Legal Service—Yes(919) •••-••••Available
Edward Jones - Financial Advisor: Matt Vukmer, CFP®Financial Service; Legal Service—Yes(919) •••-••••Available
Movement Mortgage, 39179 - David Colgan, 118435Financial Service; Legal Service—Yes(919) •••-••••Available
Cherry BekaertBusiness Service; Office; Financial Service—Yes(919) •••-••••Available
Movement Mortgage, 39179 - Deon Bradford, 1408271Financial Service; Legal Service—Yes(919) •••-••••Available
North Raleigh Law GroupFinancial Service; Legal Service—Yes(919) •••-••••Available
Movement Mortgage - Denee Mueller,92809Financial Service; Legal Service—Yes(919) •••-••••Available
Steve Jourdain - Realty One GroupReal Estate Agency; Financial Service; Legal Service—Yes(919) •••-••••Available
Place Trade FinancialFinancial Planner—Yes(919) •••-••••Available
Edward Jones - Financial Advisor: Bobby AllenFinancial Service; Legal Service—Yes(919) •••-••••Available
Envestnet Asset ManagementFinancial Service—Yes(919) •••-••••Available

Showing 12 of 807. Data refreshed October 2026.

The market

What Raleigh'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; 807 have no rating yet — prime prospects for review and reputation services.
105 (13%) have no website listed — a ready-made list for web design and SEO offers.
31% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service388
  • Financial Planner124
  • Loans Agency83
  • Financial Service; Legal Service; Business Service66
  • Insurance Agency; Financial Service; Legal Service31
  • Law Office; Financial Service; Legal Service23

Area codes

  • (919)730
  • (984)21
  • (888)9
  • (910)6
  • (800)5
  • (336)3
Playbook

How to sell to financial advisors in Raleigh

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 Raleigh financial advisors leads

How many financial advisors and lenders in Raleigh, NC are in the database?
807 financial advisors and lenders in Raleigh, NC, as of October 2026. 805 of them have a phone number and 241 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 Raleigh list of 807 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

Charlotte, NCGreensboro, NCDurham, NCWilmington, NCCary, NCWinston-Salem, NCAsheville, NCFayetteville, NCAll financial advisors and lenders →

Other businesses in Raleigh

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Start calling Raleigh financial advisors today

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