Financial advisors and lenders · Texas

Financial advisors and lenders in Richardson, TX

192 financial advisors in Richardson with phone numbers, 50 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Richardson list freeSee a sample
192
businesses
100%
have a phone number
26%
have an email address (50)
—
average Google rating
Sample

A sample of financial advisors and lenders in Richardson

Twelve of the 192 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
John Moore - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(972) •••-••••Available
Bilsky Financial GroupFinancial Service; Legal Service—Yes(469) •••-••••Available
The Big Picture GroupFinancial Service; Legal Service—Yes(972) •••-••••Available
Assurnet InsuranceFinancial Service; Legal Service—Yes(214) •••-••••Available
Ronald M Blumka CPA PCFinancial Service; Legal Service—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Guru R SowleFinancial Service; Legal Service—Yes(469) •••-••••Available
Healthmarkets Insurance - Bob PyleInsurance Agency; Financial Service; Legal Service—Yes(972) •••-••••Available
Deramus Wealth ManagementFinancial Planner—Yes(214) •••-••••Available
Marc Ralston & AssociatesFinancial Planner—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Tyler R Burns, AAMS®Financial Service; Legal Service—Yes(972) •••-••••Available
Service First MortgageOffice; Financial Service; Legal Service—Yes(972) •••-••••Available
Bob Jablonsky and AssociatesFinancial Service; Legal Service; Business Service—Yes(972) •••-••••Available

Showing 12 of 192. Data refreshed October 2026.

The market

What Richardson'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; 192 have no rating yet — prime prospects for review and reputation services.
33 (17%) have no website listed — a ready-made list for web design and SEO offers.
42% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service56
  • Financial Planner31
  • Loans Agency29
  • Insurance Agency; Financial Service; Legal Service26
  • Financial Service; Legal Service; Business Service22
  • Financial Service10

Area codes

  • (972)124
  • (214)41
  • (469)15
  • (855)4
  • (817)3
  • (800)2
Playbook

How to sell to financial advisors in Richardson

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 Richardson financial advisors leads

How many financial advisors and lenders in Richardson, TX are in the database?
192 financial advisors and lenders in Richardson, TX, as of October 2026. 192 of them have a phone number and 50 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 Richardson list of 192 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.

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Other businesses in Richardson

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsSalons and spasAuto repair shopsReal estate officesInsurance agenciesIT service companiesMarketing agenciesConsultantsEverything in Richardson →

Start calling Richardson financial advisors today

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

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