Financial advisors and lenders · Texas

Financial advisors and lenders in Round Rock, TX

121 financial advisors in Round Rock with phone numbers, 53 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Round Rock list freeSee a sample
121
businesses
99%
have a phone number
44%
have an email address (53)
—
average Google rating
Sample

A sample of financial advisors and lenders in Round Rock

Twelve of the 121 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Advanced Wealth Strategies GroupFinancial Service; Legal Service—Yes(512) •••-••••Available
Edward Jones - Financial Advisor: Danny E Morgan, CFP®Financial Service; Legal Service—Yes(512) •••-••••Available
Jeffery Clark | Fuse Realty, LLCReal Estate Agency; Financial Service; Legal Service—Yes(512) •••-••••Available
Cynthia BenavidesFinancial Service; Legal Service—Yes(512) •••-••••Available
Edward Jones - Financial Advisor: Amy M Norris, AAMS®Financial Service; Legal Service—Yes(512) •••-••••Available
Integrity Bookkeeping & TaxFinancial Service; Legal Service—Yes(877) •••-••••Available
Cynergy Data TexasFinancial Service; Legal Service—Yes(512) •••-••••Available
P&B Print - Professional Business PrintingPrint Store; Financial Service; Legal Service—Yes(512) •••-••••Available
Edward Jones - Financial Advisor: Leslie O DeJohnFinancial Service; Legal Service—Yes(512) •••-••••Available
Lewis InvestmentsFinancial Planner—Yes(512) •••-••••Available
Heather Cisco | Amazing RealtyReal Estate Agency; Financial Service; Legal Service—Yes(254) •••-••••Available
BR Tax GroupFinancial Service; Legal Service; Business Service—Yes(512) •••-••••Available

Showing 12 of 121. Data refreshed October 2026.

The market

What Round Rock'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; 121 have no rating yet — prime prospects for review and reputation services.
23 (19%) 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 Service61
  • Financial Planner15
  • Loans Agency11
  • Real Estate Agency; Financial Service; Legal Service6
  • Insurance Agency; Financial Service; Legal Service5
  • Financial Service4

Area codes

  • (512)107
  • (866)3
  • (254)2
  • (832)2
  • (956)1
  • (817)1
Playbook

How to sell to financial advisors in Round Rock

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 Round Rock financial advisors leads

How many financial advisors and lenders in Round Rock, TX are in the database?
121 financial advisors and lenders in Round Rock, TX, as of October 2026. 120 of them have a phone number and 53 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 Round Rock list of 121 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 Round Rock

Construction companiesLaw firmsMedical clinicsRestaurantsSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesEverything in Round Rock →

Start calling Round Rock financial advisors today

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

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