Financial advisors and lenders · Washington

Financial advisors and lenders in Seattle, WA

874 financial advisors in Seattle with phone numbers, 278 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Seattle list freeSee a sample
874
businesses
100%
have a phone number
32%
have an email address (278)
4.4★
average Google rating
Sample

A sample of financial advisors and lenders in Seattle

Twelve of the 874 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Focus CapitalFinancial Planner—Yes(206) •••-••••Available
Bender LawFinancial Service; Legal Service; Law Office—Yes(206) •••-••••Available
Ederer Investment Co.Financial Service; Legal Service—Yes(206) •••-••••Available
Insight LawFinancial Service; Legal Service; Law Office—Yes(206) •••-••••Available
Movement Mortgage, 39179 - David Greene, 41940Financial Service; Legal Service—Yes(206) •••-••••Available
Evergreen Wealth ManagementFinancial Service; Legal Service—Yes(206) •••-••••Available
Transforming ConflictFinancial Service; Legal Service—Yes(206) •••-••••Available
Kabot Commercial LeasingFinancial Service—Yes(206) •••-••••Available
Business Resource ServicesFinancial Planner—Yes(206) •••-••••Available
mctlawLaw Office; Financial Service; Legal Service—Yes(888) •••-••••Available
Eagle Harbor Asset ManagementFinancial Planner—Yes(206) •••-••••Available
Sound Financial AdvisorsFinancial Planner—Yes(206) •••-••••Available

Showing 12 of 874. Data refreshed October 2026.

The market

What Seattle's financial advisors look like

53% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
6 carry a perfect 5.0★ rating; 859 have no rating yet — prime prospects for review and reputation services.
119 (14%) 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 Service351
  • Financial Planner172
  • Financial Service; Legal Service; Business Service91
  • Loans Agency86
  • Insurance Agency; Financial Service; Legal Service18
  • Financial Service17

Area codes

  • (206)793
  • (425)26
  • (800)11
  • (888)7
  • (855)7
  • (866)5
Playbook

How to sell to financial advisors in Seattle

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 Seattle financial advisors leads

How many financial advisors and lenders in Seattle, WA are in the database?
874 financial advisors and lenders in Seattle, WA, as of October 2026. 872 of them have a phone number and 278 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 Seattle list of 874 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

Spokane, WAVancouver, WATacoma, WABellevue, WABellingham, WAEverett, WAPuyallup, WASpokane Valley, WAAll financial advisors and lenders →

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Start calling Seattle financial advisors today

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