List of Financial consultants in California
California has 14,396 Financial consultants in this dataset, last verified September 6, 2026. That makes it the largest market for Financial consultants in the United States, with 9.9% of the national total, ahead of Texas (10,840).
Among cities, San Diego leads with 663, ahead of Los Angeles (508) and Wilmington (459). Together the top three hold only 11% of all Financial consultants in California, so the market reaches well beyond its biggest cities.
Email is harder to come by in California: 6,079 records (42.2%) include an email address, below the national rate of 46.9%, so phone should carry more of the outreach. 14,001 (97.3%) list a phone number, and 5,982 carry both.
86.1% of Financial consultants in California have a website, in line with the national average of 88.7%. Only 2,005 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 5,372 rated Financial consultants in California, 65% hold a 5-star average, below the national figure of 70%. 905 are rated 1 to 2 stars (17% of rated businesses, well above the national 10%), a natural shortlist for reputation management and review software.
Social Media Reach
5,152
2,223
3,825
1,390
YouTube
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Financial consultants List in California
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | LPL Financial | Address | Temecula | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Emil Peinert - Associate Manager, Ameriprise Financial Services, LLC | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Kirk Jaffe Enterprises Inc. | Address | Woodland Hills | California | United States | Email | Phone | 5 | 5 | — | |||||
 | ProsperPlan Wealth Fiduciary Financial Advisors | Address | Roseville | California | United States | Email | Phone | 6 | 5 | — | — | ||||
 | Merrill Lynch Financial Advisor Anthony Ditta | Address | San Jose | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Allstate Personal Financial Representative: Kevin Munson | Address | Sacramento | California | United States | Email | Phone | 1 | 1 | ||||||
 | BMO Bank N.A Branches | Address | Hanford | California | United States | Email | Phone | 23 | 3.3 | — | |||||
 | Ira Cantos Dugang: Primerica - Financial Services | Address | Montclair | California | United States | Email | Phone | 4 | 4.8 | — | |||||
 | Edward Jones - Financial Advisor: Jeanie Alessandrini, CRPCâ¢|CKA® | Address | Hermosa Beach | California | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Alexander Chang | Address | Orange | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Your Dedicated Fiduciary | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Natalie Williams, CFP® | Address | Chico | California | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Pandelis Chryssostomides - Financial Advisor | Address | Lancaster | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wheeler Financial Planning Roseville | Address | Roseville | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Bank of America (with Drive-thru ATM) | Address | Lancaster | California | United States | Email | Phone | 67 | 2.1 |
This is a randomized preview — the full database contains 14,396 records with complete field coverage.
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14,396 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial consultants across different territories
What You Can Do with the List of Financial consultants in California
This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 14,396 Financial consultants in California, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in California
Each of these buyers can work the 14,396 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 14,396 Financial consultants in California.
- 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 California
Start with the 5,982 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (14,001): 97.3% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (6,079): 42.2% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (5,152): 35.8% 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 California
Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:
- No website listed (2,005): 14% of Financial consultants in California have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (905): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (9,244): 64% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across California
The 14,396 Financial consultants in California are spread across 54 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: San Diego, Los Angeles, Wilmington, Richmond and San Jose hold 17% of records in California, the biggest clusters for in-person visits.
- Beyond the big cities: 3,419 records (24%) sit outside the 54 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial consultants in California
14,396 records · verified September 6, 2026
- Phone numbers
- 14,001
- Email addresses
- 6,079
- Phone and email
- 5,982
- Websites
- 12,391
Google ratings· 5,372 rated (37%)
65% hold 5 stars
- 1-star rated
- 292
- 5.4% of rated
- 2-star rated
- 613
- 11.4% of rated
- 3-star rated
- 622
- 11.6% of rated
- 4-star rated
- 344
- 6.4% of rated
- 5-star rated
- 3,501
- 65.2% of rated
Social profiles:
- Facebook:5,152· 35.8%
- LinkedIn:3,825· 26.6%
- X (Twitter):2,261· 15.7%
- Instagram:2,223· 15.4%
- YouTube:1,390· 9.7%
Financial consultants in California are a mixed-channel, Facebook-heavy market: 97.3% list a phone number and 42.2% publish an email. Among 5,372 rated Financial consultants, 65% hold 5 stars, a mostly positive spread.
Related Financial consultants by Location
Browse datasets for Financial consultants across nearby locations
Frequently asked questions about Financial consultants in California
Everything you need to know about our financial consultants database for California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in California?
There are 14,396 financial consultants in California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in California, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial consultants data for 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 consultants database for 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 consultants businesses in California?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in California as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial consultants database for California cost?
The complete financial consultants leads database for California costs $119 as a one-time payment.
You get instant access to all 14,396 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 consultants contacts in California specifically, a one-time $119 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 consultants 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 California financial consultants database, including contact fields, social profiles, and ratings data.
How do I download the Financial consultants 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 consultants in California have phone numbers?
14,001 financial consultants in California (97% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial consultants in California have email addresses?
6,079 financial consultants in California (42%) 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 consultants in California have both a phone number and an email address?
5,982 financial consultants in 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 consultants in California are active on social media?
Social profile coverage for financial consultants in California: 3,825 on LinkedIn, 5,152 on Facebook, 2,223 on Instagram, 1,390 on YouTube, 2,261 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 consultants in California have a website?
12,391 financial consultants in California (86%) 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 consultants in California do not have a website?
2,005 financial consultants in 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 consultants in California?
Rating breakdown for financial consultants in California: 3,501 with a 5-star rating, 344 with a 4-star rating, 622 with a 3-star rating, 613 with a 2-star rating, 292 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 consultants data for other states or the entire US?
Yes. The national Financial consultants database covers all 50 US states, and individual state and major-city lists are also available.
If you buy California first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial consultants contact data in 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.