Verified B2B Dataset

List of Financial advisors in Long Beach

Long Beach, California, has 101 Financial advisors in this dataset, last verified September 6, 2026. It ranks last of the 21 California cities we track, just behind Palo Alto (105). Local listings make up 1.7% of all Financial advisors in California.

23 Financial advisors in Long Beach list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the California average, 22.8% against 25.2%, so expect phone (99% coverage) to do most of the work.

With 96% already online (in line with 92.9% across California), only 4 Financial advisors in Long Beach lack a website, so site improvements and SEO are the stronger pitch. 7 of their websites list a contact page URL.

Only 28 Financial advisors in Long Beach have Google ratings, too few for the averages to say much, though 2 of them sit at 1 to 2 stars.

101
Total Records
23
Email Coverage
100
Phone Coverage
97
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

6

Facebook

5

Instagram

4

LinkedIn

2

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated September 6, 2026

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Sample Preview

Financial advisors List in Long Beach

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
CLG Wealth Management logo

CLG Wealth Management

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
————
The Tuebner Group - Morgan Stanley logo

The Tuebner Group - Morgan Stanley

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
————
George Cheng - Financial Advisor, Ameriprise Financial Services, LLC logo

George Cheng - Financial Advisor, Ameriprise Financial Services, LLC

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
————
The Maize Lasker Group - Morgan Stanley logo

The Maize Lasker Group - Morgan Stanley

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
————
Karen Codman, FSC Securities Corporation logo

Karen Codman, FSC Securities Corporation

Address
Long BeachCaliforniaUnited States
Email
Phone
1
5
————
Edward Jones - Financial Advisor: Hayden Hunt logo

Edward Jones - Financial Advisor: Hayden Hunt

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
————
U.S. Bancorp Advisors - Financial Advisors: Kevin Carron logo

U.S. Bancorp Advisors - Financial Advisors: Kevin Carron

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
——
MJ Peters Wealth Management logo

MJ Peters Wealth Management

Address
Long BeachCaliforniaUnited States
Email
Phone
1
5
————
Scalco Financial logo

Scalco Financial

Address
Long BeachCaliforniaUnited States
Email
Phone
12
5
————
Wealth Management Financial Advisors logo

Wealth Management Financial Advisors

Address
Long BeachCaliforniaUnited States
Email
Phone
11
3.3
————
Windes Wealth Management logo

Windes Wealth Management

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
————
Steven Vant - Financial Advisor, Ameriprise Financial Services, LLC logo

Steven Vant - Financial Advisor, Ameriprise Financial Services, LLC

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
————
U.S. Bancorp Advisors - Financial Advisors: Verna Base logo

U.S. Bancorp Advisors - Financial Advisors: Verna Base

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
——
Edward Jones - Financial Advisor: Monica Dickson, CFP® logo

Edward Jones - Financial Advisor: Monica Dickson, CFP®

Address
Long BeachCaliforniaUnited States
Email
Phone
1
5
————
Joshua Goeppner - Financial Advisor, Ameriprise Financial Services, LLC logo

Joshua Goeppner - Financial Advisor, Ameriprise Financial Services, LLC

Address
Long BeachCaliforniaUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 101 records with complete field coverage.

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Top Categories

Top business categories in Long Beach

Most popular business categories across Long Beach

Category
Financial advisors
Use Cases

What You Can Do with the List of Financial advisors in Long Beach

This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 101 Financial advisors in Long Beach, with the fields to call, email, segment and map them.

Who Sells to Financial advisors in Long Beach, California

Each of these buyers can work the 101 businesses in this list as a pipeline for a different product:

  • Financial and compliance software: Pitch client management, document handling and compliance tools to the 101 Financial advisors in Long Beach.
  • Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
  • Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.

Phone, Email and Contact Form Outreach in Long Beach, California

Start with the 23 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (100): 99% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (23): 22.8% of records include an email address, so use email as a follow-up touch rather than the lead channel.
  • Website contact forms (7): businesses with a contact page URL give you another way in when no email is listed.
  • CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.

Prospect Segments for Agencies in Long Beach, California

Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:

  • Rated 1 to 2 stars (2): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (95): 94% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Long Beach

With 101 Financial advisors in one city, local teams can work the list in person as well as by phone:

  • Route planning: records include latitude and longitude, so field reps can map all 101 Financial advisors in Long Beach and plan visit days by neighborhood.
  • Postal code patches: split Long Beach by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 20 other California cities we track are the next step once Long Beach accounts are covered.

Data Coverage for Financial advisors in Long Beach

101 records · verified September 6, 2026

Phone numbers
100
Email addresses
23
Phone and email
23
Websites
97

Google ratings· 28 rated (28%)

82% hold 5 stars

1-star rated
1
3.6% of rated
2-star rated
1
3.6% of rated
3-star rated
2
7.1% of rated
4-star rated
1
3.6% of rated
5-star rated
23
82.1% of rated

Social profiles:

  • Facebook:6· 5.9%
  • Instagram:5· 5%
  • X (Twitter):5· 5%
  • LinkedIn:4· 4%
  • YouTube:2· 2%

Financial advisors in Long Beach are a phone-first market: 99% list a phone number but only 22.8% publish an email. Among 28 rated Financial advisors, 82% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.

Frequently asked questions about Financial advisors in Long Beach, California

Everything you need to know about our financial advisors database for Long Beach, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Financial advisors are there in Long Beach, California?

There are 101 financial advisors in Long Beach, California in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Long Beach market for sales prospecting and territory planning.

How up to date is the Financial advisors data for Long Beach, California?

This dataset was last updated in September 6, 2026.

Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.

Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.

What fields are included in the Financial advisors database for Long Beach, California?

Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.

Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.

Where can I buy verified market intelligence data for Financial advisors businesses in Long Beach, California?

InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Long Beach, California as a one-time purchase with no subscription.

Ideal for market research, sales planning, and business development.

How much does the Financial advisors database for Long Beach, California cost?

The complete financial advisors leads database for Long Beach, California costs $10 as a one-time payment.

You get instant access to all 101 records with no recurring fees, no per-record charges, and no seat limits.

It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.

Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?

Yes. For teams that need financial advisors contacts in Long Beach, California specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.

Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.

Can I preview a sample of the Financial advisors data before buying?

Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.

The sample is a representative slice of the full Long Beach, California financial advisors database, including contact fields, social profiles, and ratings data.

How do I download the Financial advisors list, and what file formats are available?

You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.

CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.

How many Financial advisors in Long Beach, California have phone numbers?

100 financial advisors in Long Beach, California (99% of the database) include a phone number.

That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.

How many Financial advisors in Long Beach, California have email addresses?

23 financial advisors in Long Beach, California (23%) include an email address.

Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.

How many Financial advisors in Long Beach, California have both a phone number and an email address?

23 financial advisors in Long Beach, California have both a phone number and an email address.

Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.

How many Financial advisors in Long Beach, California are active on social media?

Social profile coverage for financial advisors in Long Beach, California: 4 on LinkedIn, 6 on Facebook, 5 on Instagram, 2 on YouTube, 5 on X (Twitter).

Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.

How many Financial advisors in Long Beach, California have a website?

97 financial advisors in Long Beach, California (96%) have an active business website.

That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.

How many Financial advisors in Long Beach, California do not have a website?

4 financial advisors in Long Beach, California operate without a business website.

These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.

What are the review ratings of Financial advisors in Long Beach, California?

Rating breakdown for financial advisors in Long Beach, California: 23 with a 5-star rating, 1 with a 4-star rating, 2 with a 3-star rating, 1 with a 2-star rating, 1 with a 1-star rating.

Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.

Can I get Financial advisors data for all of California or the entire US?

Yes. Beyond Long Beach, we offer the complete Financial advisors database for California and a national all-50-states version.

If you buy the Long Beach list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Financial advisors contact data in Long Beach, California legal to use for B2B outreach?

Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.

This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.

We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.