Financial advisors and lenders · Texas

Financial advisors and lenders in Waco, TX

149 financial advisors in Waco with phone numbers, 59 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Waco list freeSee a sample
149
businesses
100%
have a phone number
40%
have an email address (59)
—
average Google rating
Sample

A sample of financial advisors and lenders in Waco

Twelve of the 149 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Devin G MejiaFinancial Service; Legal Service—Yes(254) •••-••••Available
Bart Romig - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(254) •••-••••Available
Shivers & Associate InsuranceInsurance Agency; Financial Service; Legal Service—Yes(254) •••-••••Available
Edward Jones - Financial Advisor: Shawna B Roscom, AAMS®Financial Service; Legal Service—Yes(254) •••-••••Available
One Man and A Goat Lawn MaintenanceFinancial Service; Legal Service—Yes(254) •••-••••Available
Herman Bell Insurance AgencyFinancial Service; Legal Service—Yes(254) •••-••••Available
Edward Jones - Financial Advisor: Brent A McFarling, CFP®|AAMS®Financial Service; Legal Service—Yes(254) •••-••••Available
EJL Financial GroupFinancial Service; Legal Service—Yes(254) •••-••••Available
Incommons BankFinancial Service; Legal Service—Yes(254) •••-••••Available
Davis Law FirmStructure; Financial Service; Legal Service—Yes(254) •••-••••Available
Professional Investigative ServicesFinancial Planner—Yes(254) •••-••••Available
Maggard BookkeepingFinancial Service; Legal Service—Yes(254) •••-••••Available

Showing 12 of 149. Data refreshed October 2026.

The market

What Waco'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; 149 have no rating yet — prime prospects for review and reputation services.
19 (13%) have no website listed — a ready-made list for web design and SEO offers.
45% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service74
  • Financial Planner18
  • Loans Agency16
  • Insurance Agency; Financial Service; Legal Service12
  • Financial Service; Legal Service; Business Service5
  • Financial Service; Legal Service; Insurance Agency5

Area codes

  • (254)143
  • (800)4
  • (323)1
  • (855)1
Playbook

How to sell to financial advisors in Waco

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 Waco financial advisors leads

How many financial advisors and lenders in Waco, TX are in the database?
149 financial advisors and lenders in Waco, TX, as of October 2026. 149 of them have a phone number and 59 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 Waco list of 149 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 Waco

RestaurantsBars and breweriesSalons and spasAuto repair shopsCar dealershipsReal estate officesEverything in Waco →

Start calling Waco financial advisors today

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

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