Financial advisors and lenders · Virginia

Financial advisors and lenders in Roanoke, VA

181 financial advisors in Roanoke with phone numbers, 54 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Roanoke list freeSee a sample
181
businesses
100%
have a phone number
30%
have an email address (54)
—
average Google rating
Sample

A sample of financial advisors and lenders in Roanoke

Twelve of the 181 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Movement Mortgage, 39179 - Barry Duffey, 196495Financial Service; Legal Service—Yes(540) •••-••••Available
IFA Wealth Management TeamFinancial Service; Legal Service—Yes(540) •••-••••Available
First Bank & Trust Co. - RoanokeFinancial Service; Legal Service—Yes(540) •••-••••Available
Movement Mortgage, 39179 - Brian Rotenberry, 196581Financial Service; Legal Service—Yes(540) •••-••••Available
Walker Healthcare Services Group CPAsFinancial Service; Legal Service—Yes(540) •••-••••Available
Movement Mortgage - Trevor Bowman,1604137Financial Service; Legal Service—Yes(540) •••-••••Available
Movement Mortgage-Erin Burrows,1145728Financial Service; Legal Service—Yes(540) •••-••••Available
Taylor Financial GroupFinancial Planner—Yes(540) •••-••••Available
BB&T Scott & StringfellowFinancial Planner—Yes(540) •••-••••Available
360 Wealth ConsultingFinancial Service—Yes(540) •••-••••Available
HomeTown MortgageLoans Agency—Yes(540) •••-••••Available
Catawba Capital ManagementFinancial Service; Legal Service; Employment Agency—Yes(540) •••-••••Available

Showing 12 of 181. Data refreshed October 2026.

The market

What Roanoke'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; 181 have no rating yet — prime prospects for review and reputation services.
23 (13%) have no website listed — a ready-made list for web design and SEO offers.
35% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service90
  • Financial Planner34
  • Financial Service; Legal Service; Business Service15
  • Insurance Agency; Financial Service; Legal Service10
  • Loans Agency9
  • Law Office; Financial Service; Legal Service4

Area codes

  • (540)162
  • (434)6
  • (866)4
  • (276)4
  • (617)1
  • (303)1
Playbook

How to sell to financial advisors in Roanoke

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 Roanoke financial advisors leads

How many financial advisors and lenders in Roanoke, VA are in the database?
181 financial advisors and lenders in Roanoke, VA, as of October 2026. 181 of them have a phone number and 54 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 Roanoke list of 181 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

Virginia Beach, VARichmond, VAAlexandria, VAFairfax, VAArlington, VAChesapeake, VANorfolk, VANewport News, VAAll financial advisors and lenders →

Other businesses in Roanoke

RestaurantsSalons and spasAuto repair shopsReal estate officesInsurance agenciesEverything in Roanoke →

Start calling Roanoke financial advisors today

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

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