Financial advisors and lenders · New York

Financial advisors and lenders in White Plains, NY

211 financial advisors in White Plains with phone numbers, 62 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the White Plains list freeSee a sample
211
businesses
100%
have a phone number
29%
have an email address (62)
—
average Google rating
Sample

A sample of financial advisors and lenders in White Plains

Twelve of the 211 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
York City CapitalFinancial Planner—Yes(914) •••-••••Available
World Tech MediaStructure; Financial Service; Legal Service—Yes(855) •••-••••Available
Bifrost FundFinancial Planner—Yes(914) •••-••••Available
Ettinger Law FirmLaw Office; Miscellaneous Store; Financial Service—Yes(914) •••-••••Available
George Tsemberlis - Cross Country MortgageLoans Agency—Yes(908) •••-••••Available
Delaney Thomas FFinancial Planner—Yes(914) •••-••••Available
David Lerner AssociatesFinancial Service; Legal Service; Office—Yes(914) •••-••••Available
Liberty Auto Collision InsuranceFinancial Service; Legal Service—Yes(866) •••-••••Available
ABC 123 MortgageLoans Agency—Yes(914) •••-••••Available
Premier InvestigationsFinancial Planner—Yes(914) •••-••••Available
Kingdom Ridge CapitalFinancial Planner—Yes(914) •••-••••Available
LNK PartnersFinancial Planner—Yes(914) •••-••••Available

Showing 12 of 211. Data refreshed October 2026.

The market

What White Plains'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; 211 have no rating yet — prime prospects for review and reputation services.
28 (13%) have no website listed — a ready-made list for web design and SEO offers.
18% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service82
  • Financial Planner55
  • Loans Agency25
  • Financial Service; Legal Service; Business Service10
  • Law Office; Financial Service; Legal Service9
  • Structure; Financial Service; Legal Service6

Area codes

  • (914)178
  • (845)6
  • (212)4
  • (917)4
  • (888)3
  • (800)3
Playbook

How to sell to financial advisors in White Plains

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 White Plains financial advisors leads

How many financial advisors and lenders in White Plains, NY are in the database?
211 financial advisors and lenders in White Plains, NY, as of October 2026. 211 of them have a phone number and 62 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 White Plains list of 211 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 White Plains

Construction companiesLaw firmsMedical clinicsRestaurantsSalons and spasReal estate officesConsultantsEverything in White Plains →

Start calling White Plains financial advisors today

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

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