Financial advisors and lenders · Oklahoma

Financial advisors and lenders in Tulsa, OK

619 financial advisors in Tulsa with phone numbers, 150 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Tulsa list freeSee a sample
619
businesses
100%
have a phone number
24%
have an email address (150)
—
average Google rating
Sample

A sample of financial advisors and lenders in Tulsa

Twelve of the 619 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Davidson ReportingFinancial Service; Legal Service—Yes(918) •••-••••Available
Zach Oliver | Coldwell BankerReal Estate Agency; Financial Service; Legal Service—Yes(918) •••-••••Available
Associated MortgageLoans Agency—Yes(918) •••-••••Available
Eagle Strategic PartnersFinancial Service; Legal Service—Yes(918) •••-••••Available
Forbes Financial GroupFinancial Planner—Yes(918) •••-••••Available
Payless DivorceFinancial Service; Legal Service; Law Office—Yes(918) •••-••••Available
Don P. Quint & AssociatesFinancial Planner—Yes(918) •••-••••Available
Globe LoanFinancial Service; Legal Service—Yes(918) •••-••••Available
Bracken Insurance AgencyFinancial Service; Legal Service—Yes(918) •••-••••Available
Lohrey & AssociatesFinancial Service; Legal Service—Yes(918) •••-••••Available
Clearridge CapitalBank; Financial Service; Legal Service—Yes(918) •••-••••Available
Communication Federal Credit UnionCredit Union; ATM; Financial Service—Yes(918) •••-••••Available

Showing 12 of 619. Data refreshed October 2026.

The market

What Tulsa'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; 619 have no rating yet — prime prospects for review and reputation services.
107 (17%) have no website listed — a ready-made list for web design and SEO offers.
30% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service272
  • Financial Planner112
  • Loans Agency57
  • Financial Service; Legal Service; Business Service52
  • Insurance Agency; Financial Service; Legal Service29
  • Financial Service22

Area codes

  • (918)591
  • (539)8
  • (405)6
  • (888)4
  • (844)3
  • (800)3
Playbook

How to sell to financial advisors in Tulsa

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 Tulsa financial advisors leads

How many financial advisors and lenders in Tulsa, OK are in the database?
619 financial advisors and lenders in Tulsa, OK, as of October 2026. 619 of them have a phone number and 150 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 Tulsa list of 619 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

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Other businesses in Tulsa

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Start calling Tulsa financial advisors today

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

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