Financial advisors and lenders · Pennsylvania

Financial advisors and lenders in Wayne, PA

96 financial advisors in Wayne with phone numbers, 38 with email addresses. Search the list, unlock the ones you want and start calling today.

96
businesses
100%
have a phone number
40%
have an email address (38)
—
average Google rating
Sample

A sample of financial advisors and lenders in Wayne

Twelve of the 96 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
CresapFinancial Planner—Yes(610) •••-••••Available
First Resource BankBank; Financial Service; Legal Service—Yes(610) •••-••••Available
DiversifiedFinancial Planner—Yes(610) •••-••••Available
McKee Risk ManagementFinancial Planner—Yes(610) •••-••••Available
Corio & Associates, LLCFinancial Service; Legal Service—Yes(610) •••-••••Available
Estate StrategiesFinancial Planner—Yes(484) •••-••••Available
Shay Duska & CompanyFinancial Service; Legal Service—Yes(610) •••-••••Available
Capital Management GroupFinancial Planner—Yes(610) •••-••••Available
Wharton Capital GroupFinancial Planner—Yes(610) •••-••••Available
Britt GroupFinancial Planner—Yes(484) •••-••••Available
Axiom Asset ManagementFinancial Planner—Yes(610) •••-••••Available
Sims Financial ServicesFinancial Planner—Yes(610) •••-••••Available

Showing 12 of 96. Data refreshed October 2026.

The market

What Wayne'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; 96 have no rating yet — prime prospects for review and reputation services.
11 (11%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Planner47
  • Financial Service; Legal Service32
  • Loans Agency4
  • Financial Service3
  • Financial Service; Legal Service; Business Service3
  • Business Service; Financial Service; Legal Service2

Area codes

  • (610)69
  • (484)17
  • (267)4
  • (844)2
  • (215)2
  • (888)1
Playbook

How to sell to financial advisors in Wayne

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 Wayne financial advisors leads

How many financial advisors and lenders in Wayne, PA are in the database?
96 financial advisors and lenders in Wayne, PA, as of October 2026. 96 of them have a phone number and 38 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 Wayne list of 96 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.

Start calling Wayne financial advisors today

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