Financial advisors and lenders · Utah

Financial advisors and lenders in Salt Lake City, UT

397 financial advisors in Salt Lake City with phone numbers, 132 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Salt Lake City list freeSee a sample
397
businesses
100%
have a phone number
33%
have an email address (132)
—
average Google rating
Sample

A sample of financial advisors and lenders in Salt Lake City

Twelve of the 397 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Salt City Home LoansFinancial Service; Legal Service; Real Estate Agency—Yes(801) •••-••••Available
Castings & ForgingsFinancial Planner—Yes(801) •••-••••Available
AmeritaxFinancial Service; Legal Service—Yes(801) •••-••••Available
Peak Investment GroupBanking and Finance; Financial Planner; Garden Center—Yes(801) •••-••••Available
Terry Business GroupFinancial Service; Legal Service—Yes(385) •••-••••Available
Oxford Financial Group, Inc.Financial Service; Legal Service—Yes(801) •••-••••Available
Orange Document ServicesFinancial Service; Legal Service—Yes(801) •••-••••Available
Van Drimmelen & AssociatesReal Estate Agency; Financial Service; Legal Service—Yes(801) •••-••••Available
White Pine FundingLoans Agency—Yes(801) •••-••••Available
Edward Jones - Financial Advisor: Daniel D VazquezFinancial Service; Legal Service—Yes(801) •••-••••Available
Utah Microenterprise Loan FundFinancial Service; Legal Service—Yes(801) •••-••••Available
Kornerstone Administrative ServicesFinancial Service; Legal Service—Yes(877) •••-••••Available

Showing 12 of 397. Data refreshed October 2026.

The market

What Salt Lake City'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; 397 have no rating yet — prime prospects for review and reputation services.
64 (16%) 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 Service142
  • Financial Planner83
  • Loans Agency57
  • Financial Service; Legal Service; Business Service32
  • Financial Service16
  • Financial Service; Legal Service; Insurance Agency9

Area codes

  • (801)336
  • (385)23
  • (800)10
  • (855)6
  • (866)6
  • (888)5
Playbook

How to sell to financial advisors in Salt Lake City

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 Salt Lake City financial advisors leads

How many financial advisors and lenders in Salt Lake City, UT are in the database?
397 financial advisors and lenders in Salt Lake City, UT, as of October 2026. 397 of them have a phone number and 132 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 Salt Lake City list of 397 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 Salt Lake City

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Start calling Salt Lake City financial advisors today

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

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