Verified B2B Dataset

List of Financial consultants in California

Looking for a verified List of Financial consultants in California to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 6,043 Financial consultants across California, United States as of April 26, 2026. The top three cities in the industry are San Diego with 328, followed by Los Angeles with 326, and San Francisco with 206.

This comprehensive List of Financial consultants in California gives you access to 4,805 records with email addresses, 5,952 with phone numbers, and 4,761 listings containing both. Additionally, over 5,323 Financial consultants include verified websites many featuring direct contact page URLs to make outreach fast and efficient.

Our data also highlights strong social media engagement, with 3,620 Financial consultants on Facebook, 460 on Instagram, 3,186 on X (formerly Twitter), 3,332 on LinkedIn, and 2,698 managing active YouTube channels.

Plus, over 1,163 Financial consultants have real user ratings making this dataset perfect for reputation management, market research, or customer acquisition.

Whether you're connecting with local businesses, building a B2B marketing campaign, or study market trends, this List of Financial consultants in California provides everything for you to connect with active, visible, and verified businesses.

6,043+
Total Records
79.5%
Email Coverage
98.5%
Phone Coverage
88.1%
Website Coverage
Last Updated: April 26, 2026

What's Inside This Dataset

4,805

Email addresses ready for campaigns

79.5%

5,952

Direct phone numbers for outreach

98.5%

4,761

Complete contacts — phone & email both

78.8%

5,323

Businesses with a live website

88.1%

Social Media Reach

3,620

Facebook

460

Instagram

3,332

LinkedIn

2,698

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated April 26, 2026

Have questions or need help choosing the right dataset? Contact us — we'll sort it out.

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Sample Preview

Financial consultants List in California

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

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Morgan Stanley Financial Advisors

Address
VisaliaCaliforniaUnited States
Email
Phone
1
5

Retirement Plan Consultants

Address
FresnoCaliforniaUnited States
Email
Phone
1
5

Global Financial Impact (GFI) - Estella & Bianca Valdovinos

Address
VisaliaCaliforniaUnited States
Email
Phone
23
5

The Magnolia Group - Morgan Stanley Financial Advisors

Address
RiversideCaliforniaUnited States
Email
Phone
0
0

Greg Hale - Morgan Stanley

Address
EurekaCaliforniaUnited States
Email
Phone
1
5

Edward Jones - Financial Advisor: Sean P Molyneaux

Address
FortunaCaliforniaUnited States
Email
Phone
1
5

Edward Jones - Financial Advisor: Greg Seiler, CEPA®

Address
FortunaCaliforniaUnited States
Email
Phone
1
5

Edward Jones - Financial Advisor: Stacy L Pohlmeyer, AAMS™

Address
ReddingCaliforniaUnited States
Email
Phone
6
5

Edward Jones - Financial Advisor: Brandon J Pereira, CFP®|ChFC®|CEPA®|AAMS™

Address
ReddingCaliforniaUnited States
Email
Phone
1
5

Edward Jones - Financial Advisor: Brandon G Kakitsuka

Address
McKinleyvilleCaliforniaUnited States
Email
Phone
9
5

Edward Jones - Financial Advisor: Sara M Newblom, CRPC™

Address
McKinleyvilleCaliforniaUnited States
Email
Phone
5
5

Edward Jones - Financial Advisor: Janelle J Swan Robinson, CRPC™

Address
FortunaCaliforniaUnited States
Email
Phone
1
5

Forcella Wealth Management

Address
ReddingCaliforniaUnited States
Email
Phone
1
5

Edward Jones - Financial Advisor: Holly M Martel, CFP®|AAMS™|CRPC™

Address
McKinleyvilleCaliforniaUnited States
Email
Phone
2
5

Edward Jones - Financial Advisor: Bryan M Plumley, CFP®|AAMS™

Address
ArcataCaliforniaUnited States
Email
Phone
1
5

Verified Data

Every record is cross-verified for accuracy before delivery.

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Rich Field Coverage

Business info, contacts, social profiles, ratings and more.

This is a randomized preview — the full database contains 6,043 records with complete field coverage.

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6,043 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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Use Cases

How List of Financial consultants in California Can Power Your Growth

Reaching the right decision-makers in the Financial consultants industry is the hardest part of any B2B campaign. Our List of Financial consultants in California gives you 6,043 contacts — including 4,805 emails and 5,952 phone numbers — ready for outreach across every channel.

Sales Outreach & Lead Generation for Financial consultants in California, United States

Stop wasting time on manual research. With 6,043 Financial consultants contacts — including 4,805 emails and 5,952 direct phone numbers — your team can build a full pipeline and start closing faster:

Cold Email & Calling: Launch multi-step email sequences and direct phone outreach to Financial consultants owners in California. Pair both channels to increase reply rates by 3–4x.

SMS & Voicemail Drops: Reach decision-makers through underused channels with exceptional open rates, complementing your email efforts.

CRM-Ready Import: Upload instantly into Salesforce, HubSpot, Zoho, or Pipedrive and start prospecting within minutes of purchase.

Omni-Channel Sequences: Run a synchronized Day 1 LinkedIn → Day 3 Email → Day 5 Call → Day 8 Retargeting sequence for 3.5x higher conversion rates.

Email, Direct Mail & Paid Ad Campaigns Targeting Financial consultants in California, United States

Reach Financial consultants decision-makers across every channel — digital and physical — using 4,805 emails and full mailing addresses from our database:

Email Campaigns: Send cold sequences, nurture newsletters, and promotional broadcasts directly to Financial consultants operators across California, United States.

Direct Mail: Stand out with physical mailers — brochures, product samples, or welcome offers — targeting Financial consultants in specific zip codes or neighborhoods.

Google & YouTube Ads: Import contacts into Google Ads Customer Match to serve Search, Display, Gmail, and YouTube pre-roll ads to your exact Financial consultants list.

Meta Custom Audiences: Upload emails and phone numbers into Meta Ads Manager for laser-targeted Facebook and Instagram ads, then scale with lookalike audiences.

Social Media, Reputation & Location Intelligence for Financial consultants in California, United States

Our dataset includes 3,620 Facebook, 460 Instagram, 3,332 LinkedIn profiles of Financial consultants in California, United States, plus review ratings and geo-coordinates — unlocking powerful targeting and market intelligence:

LinkedIn ABM & Social Outreach: Connect with Financial consultants owners on LinkedIn for Account-Based Marketing and influencer or co-marketing partnership discovery on Instagram.

Reputation Management Leads: Identify Financial consultants with low Google ratings or thin review profiles — your highest-intent prospects for local SEO and review generation services.

Geomarketing & Territory Planning: Map business density across cities and zip codes to find underserved markets, plan sales territories, and run hyper-local ad campaigns using geo-coordinates.

CRM Enrichment: Append missing phone numbers, emails, social profiles, and review scores to existing records for smarter segmentation and personalized outreach.

Build Directories, Apps & Industry-Specific Offers for Financial consultants in California, United States

Beyond outreach, this dataset is raw material for building assets and crafting tailored offers that generate leads and revenue on autopilot for Financial consultants in California:

Niche Directory & App: Launch a Financial consultants-specific business directory or mobile finder app powered by our 6,043-record dataset — monetize via ads, leads, or premium listings.

SEO Content Engine: Generate hundreds of hyper-local landing pages targeting "Financial consultants in [city]" keywords for long-term organic traffic and lead generation.

Industry-Specific Software & Services: Pitch POS systems, booking tools, web design, or local SEO packages directly to Financial consultants operators who need them most.

Franchise & Partnership Programs: Identify high-performing Financial consultants for expansion pitches, loyalty programs, or co-marketing partnerships at $62.

Our List of Financial consultants in Californiais more than a spreadsheet — it's a complete go-to-market asset. With 6,043 Financial consultants contacts across California, United States, every channel above becomes immediately actionable. Download once, use across every team, every tool, and every growth initiative in your Financial consultants playbook.

Contact Coverage

Contact Data for Financial consultants in California

6,043 total records · Updated April 26, 2026

5,952

Phone Numbers

98.5% of records

4,805

Email Addresses

79.5% of records

4,761

Both Phone & Email

78.8% complete contact info

Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.

Social Media

Social Media Coverage for Financial consultants in California

Reach your prospects across every major social platform

3,620

Facebook Profiles

59.9%

460

Instagram Handles

7.6%

3,332

LinkedIn Profiles

55.1%

3,186

X / Twitter Handles

52.7%

2,698

YouTube Channels

44.6%

Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.

Website Presence

Financial consultants in California: Website Presence Breakdown

6,043 total records · Updated April 26, 2026

5,323

Financial consultants with a website

88.1% of total

720

Financial consultants without a website

11.9% of total

720 businesses without a website in California represent high-intent prospects for web design, local SEO, and digital marketing services.

Ratings Breakdown

Financial consultants in the California By Ratings

125

Number of 1 star-rated Financial consultants in California

144

Number of 2 star-rated Financial consultants in California

226

Number of 3 star-rated Financial consultants in California

129

Number of 4 star-rated Financial consultants in California

1163

Number of 5 star-rated Financial consultants in California

FAQ

Frequently Asked Questions about Financial consultants in California

Everything you need to know about our financial consultants database for California — from data quality and coverage to pricing and formats.

How many Financial consultants are there in California?

Our verified database contains 6,043 financial consultants across California. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the California financial consultants market for sales prospecting, competitive research, and territory planning.

Where can I buy a verified Financial consultants leads database for California?

InfiniteLeadsHub is the leading source for a verified, ready-to-use financial consultants leads database for California. Every record is curated for accuracy and freshness, so your sales team spends time selling rather than cleaning data. The database is used by marketers, business development professionals, and agencies running targeted B2B outreach campaigns.

How do I download the Financial consultants leads list for California?

After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial consultants dataset for California. Files are delivered in your chosen format (CSV or Excel) so you can import them directly into your CRM, email marketing platform, or data analysis tool within minutes of purchase.

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

Yes. InfiniteLeadsHub offers a free sample dataset so you can evaluate data quality, available fields, and format compatibility before committing to a purchase. The sample gives you a representative slice of the full California financial consultants database, including contact fields, social profiles, and ratings data.

What file formats is the Financial consultants data available in?

The California financial consultants dataset is available in CSV, Excel (XLSX), and JSON formats. CSV and Excel files load directly into CRMs like Salesforce, HubSpot, and Zoho. JSON is ideal for developers integrating the data into custom applications or internal tools.

How much does the Financial consultants database for California cost?

The complete financial consultants leads database for California is priced at $62. This one-time purchase gives you instant access to all 6,043 records, including contact details, social profiles, website data, and ratings. There are no recurring fees or record limits — it is a cost-effective alternative to expensive lead generation subscriptions.

How many Financial consultants in California have phone numbers?

5,952 financial consultants in California (98% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting California financial consultants.

How many Financial consultants in California have email addresses?

4,805 financial consultants in California (80% of the total) include a email address. Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for drip campaigns, product announcements, newsletter outreach, and personalized cold email sequences.

How many Financial consultants in California have both a phone number and email address?

4,761 financial consultants in California have both a phone number and email address. These dual-contact records enable multi-channel outreach strategies, combining cold calls with email follow-ups to significantly improve response rates and pipeline conversion.

How many Financial consultants in California are on LinkedIn?

3,332 financial consultants in California maintain an active LinkedIn presence. LinkedIn is the most powerful platform for B2B prospecting, enabling direct outreach to decision-makers, owners, and managers, as well as account-based marketing and professional brand awareness campaigns.

How many Financial consultants in California have a Facebook page?

3,620 financial consultants in California have a Facebook business page. Facebook pages are a strong signal of digital engagement and community presence. This data is valuable for targeted social ad audiences and retargeting campaigns, identifying businesses already investing in digital marketing.

How many Financial consultants in California have an Instagram profile?

460 financial consultants in California are active on Instagram. Instagram presence indicates a business is actively building brand awareness and engaging a visual audience. This data helps agencies identify digitally active prospects for social media management or paid advertising pitches.

How many Financial consultants in California are active on X (Twitter)?

3,186 financial consultants in California maintain an X (formerly Twitter) presence. Businesses active on X tend to prioritize real-time communication, customer engagement, and brand voice. This is a useful signal for PR firms, community management agencies, and SaaS tools targeting socially active businesses.

How many Financial consultants in California have a YouTube channel?

2,698 financial consultants in California have a YouTube channel. YouTube presence signals a commitment to video content marketing and brand storytelling. These businesses are high-value prospects for video production agencies and content marketing services.

How many Financial consultants in California have a website?

5,323 financial consultants in California (88%) have an active business website. Website presence is a key indicator of digital maturity and searchability. This subset is ideal for SEO agencies, web hosting providers, and SaaS platforms targeting established, digitally engaged businesses.

How many Financial consultants in California do not have a website?

720 financial consultants in California currently operate without a business website. These represent high-intent, overlooked prospects for web design agencies, local SEO providers, Google Business optimization services, and digital marketing consultants looking for businesses with clear room to grow online.

How many Financial consultants in California have a 5-star rating?

1,163 financial consultants in California hold a 5-star rating. Top-rated businesses are strong sales targets for premium B2B services and partnership proposals, as they have demonstrated market traction and customer satisfaction that supports sustained growth.

How many Financial consultants in California have a 4-star rating?

129 financial consultants in California carry a 4-star rating. These are high-performing, credible businesses with strong reputations. They make excellent prospects for premium services, enterprise software, and professional B2B solutions targeting growth-oriented operators.

How many Financial consultants in California have a 3-star rating?

226 financial consultants in California have a 3-star rating, suggesting room for improvement in operations or customer experience. These businesses are prime prospects for reputation management services and customer feedback tools.

How many Financial consultants in California have a 2-star rating?

144 financial consultants in California carry a 2-star rating, indicating recurring pain points in customer experience or service delivery. Vendors offering reputation recovery and review management solutions will find these businesses highly receptive to outreach.

How many Financial consultants in California have a 1-star rating?

125 financial consultants in California have a 1-star rating. These businesses face significant competitive and reputational challenges. Crisis management agencies and consultants may find targeted outreach to this group particularly effective.

Is the Financial consultants contact data in California legal to use for B2B outreach?

Yes. All data in our financial consultants database 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 for the US, CASL for Canada, and GDPR guidelines for EU-targeted campaigns to ensure your outreach remains fully compliant.

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