Financial advisors and lenders · Texas

Financial advisors and lenders in Southlake, TX

145 financial advisors in Southlake with phone numbers, 47 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Southlake list freeSee a sample
145
businesses
100%
have a phone number
32%
have an email address (47)
—
average Google rating
Sample

A sample of financial advisors and lenders in Southlake

Twelve of the 145 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Paragon BrokerageBanking and Finance; Financial Planner; Organization—Yes(817) •••-••••Available
Edward Jones - Financial Advisor: Bertrand J PinardFinancial Service; Legal Service—Yes(682) •••-••••Available
Edward Jones - Financial Advisor: Robert D Williams, AAMS®Financial Service; Legal Service—Yes(817) •••-••••Available
MedEffect Strategies, LLC.Business Service; Financial Service; Legal Service—Yes(972) •••-••••Available
Colonial Funding GroupLoans Agency—Yes(817) •••-••••Available
Meyer Tax ConsultingFinancial Service; Legal Service—Yes(972) •••-••••Available
Pineider Ford & Associate - Donald C Hannah CpaFinancial Service; Legal Service—Yes(817) •••-••••Available
Edward Jones - Financial Advisor: Sergio A OportoFinancial Service; Legal Service—Yes(817) •••-••••Available
Ancor HoldingsFinancial Service; Legal Service—Yes(817) •••-••••Available
Edward Jones - Financial Advisor: Rodney R Hall, CFP®|AAMS®Financial Service; Legal Service—Yes(817) •••-••••Available
Buffer InsuranceMiscellaneous Store; Financial Service; Legal Service—Yes(214) •••-••••Available
Virtus Wealth ManagementFinancial Service; Legal Service—Yes(817) •••-••••Available

Showing 12 of 145. Data refreshed October 2026.

The market

What Southlake'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; 145 have no rating yet — prime prospects for review and reputation services.
24 (17%) have no website listed — a ready-made list for web design and SEO offers.
43% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service56
  • Financial Planner24
  • Financial Service; Legal Service; Business Service23
  • Loans Agency15
  • Real Estate Agency; Financial Service; Legal Service5
  • Financial Service; Legal Service; Structure4

Area codes

  • (817)114
  • (682)7
  • (972)6
  • (214)6
  • (469)5
  • (866)3
Playbook

How to sell to financial advisors in Southlake

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 Southlake financial advisors leads

How many financial advisors and lenders in Southlake, TX are in the database?
145 financial advisors and lenders in Southlake, TX, as of October 2026. 145 of them have a phone number and 47 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 Southlake list of 145 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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Start calling Southlake financial advisors today

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