List of Financial advisors in Woodland Hills
Woodland Hills, California, has 137 Financial advisors in this dataset, last verified September 6, 2026. Among the 21 California cities we track, it ranks 13th, between Beverly Hills (143) and Santa Barbara (134). Local listings make up 2.4% of all Financial advisors in California.
26 Financial advisors in Woodland Hills list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the California average, 19.7% against 25.2%, so expect phone (96.4% coverage) to do most of the work.
With 89.1% already online (in line with 92.9% across California), only 15 Financial advisors in Woodland Hills lack a website, so site improvements and SEO are the stronger pitch. 13 of their websites list a contact page URL.
69% of the 39 rated Financial advisors in Woodland Hills hold a 5-star average, below the California figure of 76%. The 6 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
23
19
14
6
YouTube
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Financial advisors List in Woodland Hills
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Tamar Securities LLC | Address | Woodland Hills | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Michael N Burke - Morgan Stanley | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Mariner | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | U.S. Bank - Private Wealth Advisor: David Wong | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Stephanie Milner - Financial Advisor, Ameriprise Financial Services, LLC | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wedbush | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Dahhan Wealth Management | Address | Woodland Hills | California | United States | Email | Phone | 11 | 5 | — | — | — | — | ||
 | Artists Business Management Group - Woodland Hills | Address | Woodland Hills | California | United States | Email | Phone | 37 | 5 | ||||||
 | KGE Wealth Management Inc | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Ferial Shamsian - Financial Advisor, Ameriprise Financial Services, LLC | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | San Pham - Financial Advisor, Ameriprise Financial Services, LLC | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Canyon Oak Financial | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Ryan Mcnicholas - Financial Advisor, Ameriprise Financial Services, LLC | Address | Woodland Hills | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Kirk Jaffe Enterprises Inc. | Address | Woodland Hills | California | United States | Email | Phone | 5 | 5 | — | — | — | — | ||
Goetzman Group | Address | Woodland Hills | California | United States | Email | Phone | 4 | 4.8 | — | — |
This is a randomized preview — the full database contains 137 records with complete field coverage.
Get the full Financial advisors database
137 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Woodland Hills
Most popular business categories across Woodland Hills
Category | Financial advisors |
|---|---|
What You Can Do with the List of Financial advisors in Woodland Hills
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 137 Financial advisors in Woodland Hills, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Woodland Hills, California
Each of these buyers can work the 137 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 137 Financial advisors in Woodland Hills.
- 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 Facebook Outreach in Woodland Hills, California
Start with the 26 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (132): 96.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (27): 19.7% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Facebook messages (23): 16.8% have a Facebook page, a further channel when calls and emails go unanswered.
- 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 Woodland Hills, California
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- No website listed (15): 11% of Financial advisors in Woodland Hills have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (114): 83% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Woodland Hills
With 137 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 137 Financial advisors in Woodland Hills and plan visit days by neighborhood.
- Postal code patches: split Woodland Hills 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 Woodland Hills accounts are covered.
Data Coverage for Financial advisors in Woodland Hills
137 records · verified September 6, 2026
- Phone numbers
- 132
- Email addresses
- 27
- Phone and email
- 26
- Websites
- 122
Google ratings· 39 rated (28%)
69% hold 5 stars
- 1-star rated
- 3
- 7.7% of rated
- 2-star rated
- 3
- 7.7% of rated
- 3-star rated
- 3
- 7.7% of rated
- 4-star rated
- 3
- 7.7% of rated
- 5-star rated
- 27
- 69.2% of rated
Social profiles:
- Facebook:23· 16.8%
- Instagram:19· 13.9%
- X (Twitter):19· 13.9%
- LinkedIn:14· 10.2%
- YouTube:6· 4.4%
Financial advisors in Woodland Hills are a phone-first market: 96.4% list a phone number but only 19.7% publish an email. Among 39 rated Financial advisors, 69% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial advisors in Woodland Hills, California
Everything you need to know about our financial advisors database for Woodland Hills, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Woodland Hills, California?
There are 137 financial advisors in Woodland Hills, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Woodland Hills market for sales prospecting and territory planning.
How up to date is the Financial advisors data for Woodland Hills, 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 Woodland Hills, 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 Woodland Hills, California?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Woodland Hills, 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 Woodland Hills, California cost?
The complete financial advisors leads database for Woodland Hills, California costs $10 as a one-time payment.
You get instant access to all 137 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 Woodland Hills, 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 Woodland Hills, 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 Woodland Hills, California have phone numbers?
132 financial advisors in Woodland Hills, California (96% 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 Woodland Hills, California have email addresses?
27 financial advisors in Woodland Hills, California (20%) 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 Woodland Hills, California have both a phone number and an email address?
26 financial advisors in Woodland Hills, 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 Woodland Hills, California are active on social media?
Social profile coverage for financial advisors in Woodland Hills, California: 14 on LinkedIn, 23 on Facebook, 19 on Instagram, 6 on YouTube, 19 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 Woodland Hills, California have a website?
122 financial advisors in Woodland Hills, California (89%) 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 Woodland Hills, California do not have a website?
15 financial advisors in Woodland Hills, 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 Woodland Hills, California?
Rating breakdown for financial advisors in Woodland Hills, California: 27 with a 5-star rating, 3 with a 4-star rating, 3 with a 3-star rating, 3 with a 2-star rating, 3 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 Woodland Hills, we offer the complete Financial advisors database for California and a national all-50-states version.
If you buy the Woodland Hills list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial advisors contact data in Woodland Hills, 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.