Financial advisors and lenders · Arizona

Financial advisors and lenders in Scottsdale, AZ

1,000+ financial advisors in Scottsdale with phone numbers, 339 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Scottsdale list freeSee a sample
1,000+
businesses
100%
have a phone number
33%
have an email address (339)
—
average Google rating
Sample

A sample of financial advisors and lenders in Scottsdale

Twelve of the 1,000+ financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Sensible Money, LLCFinancial Service; Legal Service; Business Service—Yes(480) •••-••••Available
HealthMarkets Insurance - Mike CooperInsurance Agency; Financial Service; Legal Service—Yes(602) •••-••••Available
Wild Olive Insurance & Financial ServicesFinancial Service; Legal Service—Yes(480) •••-••••Available
Ruggieri FinancialFinancial Planner—Yes(480) •••-••••Available
HealthMarkets Insurance - Stephanie Ann McBrideInsurance Agency; Financial Service; Legal Service—Yes(805) •••-••••Available
Vince Barone at Homeowners Financial Group USALoans Agency—Yes(760) •••-••••Available
Osland Financial GroupFinancial Service; Legal Service—Yes(480) •••-••••Available
Applewood FundingLoans Agency—Yes(480) •••-••••Available
Global Debt SolutionsLoans Agency—Yes(480) •••-••••Available
Kirshner & Klarfeld Financial Group, LLCBusiness Service; Financial Service; Legal Service—Yes(480) •••-••••Available
The Winfield GroupFinancial Planner—Yes(480) •••-••••Available
Action Credit AdvisorsFinancial Service—Yes(480) •••-••••Available

Showing 12 of 1,000+. Data refreshed October 2026.

The market

What Scottsdale'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; 1,000+ have no rating yet — prime prospects for review and reputation services.
169 (16%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service424
  • Financial Planner185
  • Loans Agency152
  • Financial Service; Legal Service; Business Service65
  • Insurance Agency; Financial Service; Legal Service48
  • Financial Service43

Area codes

  • (480)773
  • (602)142
  • (800)21
  • (623)20
  • (888)10
  • (844)9
Playbook

How to sell to financial advisors in Scottsdale

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 Scottsdale financial advisors leads

How many financial advisors and lenders in Scottsdale, AZ are in the database?
1,000+ financial advisors and lenders in Scottsdale, AZ, as of October 2026. 1,000+ of them have a phone number and 339 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 Scottsdale list of 1,000+ 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 Scottsdale

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Start calling Scottsdale financial advisors today

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