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 10,309 Financial consultants across California, United States as of August 3, 2026. The top three cities in the industry are San Diego with 404, followed by Los Angeles with 396, and San Jose with 305.

This comprehensive List of Financial consultants in California gives you access to 4,466 records with email addresses, 9,978 with phone numbers, and 4,390 listings containing both. Additionally, over 8,992 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 3,850 Financial consultants on Facebook, 1,995 on Instagram, 2,163 on X (formerly Twitter), 3,485 on LinkedIn, and 1,317 managing active YouTube channels.

Plus, over 2,421 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.

10309
Total Records
4466
Email Coverage
9978
Phone Coverage
8992
Website Coverage
Last Updated: August 3, 2026

Social Media Reach

3,850

Facebook

1,995

Instagram

3,485

LinkedIn

1,317

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated August 3, 2026

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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

Wealth Planning by Bob Chitrathorn

Address
CoronaCaliforniaUnited States
Email
Phone
16
4.8

Integrated Corporation. Solutions (ICS)

Address
Agoura HillsCaliforniaUnited States
Email
Phone
0
0

Bank of America Private Client Advisor Adrienne Schwartz

Address
Del MarCaliforniaUnited States
Email
Phone
0
0

CFO On The Go, Inc.

Address
FolsomCaliforniaUnited States
Email
Phone
0
0

Alexander P. Velto - UBS Financial Services Inc.

Address
BreaCaliforniaUnited States
Email
Phone
0
0

Edward Jones - Financial Advisor: Brad Sissons, AAMS®

Address
San DiegoCaliforniaUnited States
Email
Phone
0
0

Wealth Enhancement Group

Address
OaklandCaliforniaUnited States
Email
Phone
0
0

Kim Sutton, SAFE Financial Services - Folsom

Address
FolsomCaliforniaUnited States
Email
Phone
3
4.3

Sperry Capital Inc.

Address
Belvedere TiburonCaliforniaUnited States
Email
Phone
0
0

Sierra Shore Financial

Address
Pismo BeachCaliforniaUnited States
Email
Phone
0
0

Financial institution

Address
ConcordCaliforniaUnited States
Email
Phone
0
0

Raymond James Financial Services

Address
AhwahneeCaliforniaUnited States
Email
Phone
0
0

IMI Asset Management Company

Address
FontanaCaliforniaUnited States
Email
Phone
2
3.5

Western International Securities

Address
PasadenaCaliforniaUnited States
Email
Phone
8
2.5

Kwadwo Adutwum - Private Client Advisor

Address
HaywardCaliforniaUnited States
Email
Phone
0
0

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 10,309 records with complete field coverage.

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10,309 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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Use Cases

What You Can Do with the List of Financial consultants in California

The List of Financial consultants in California is a structured market intelligence dataset with 10,309 verified Financial consultants records covering the full California, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.

Financial consultants Market Intelligence for California, United States: 10,309 Verified Businesses

Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial consultants industry in California, United States. Not estimates; real business records:

Market sizing: Know exactly how many Financial consultants operate in California, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.

Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial consultants market in California.

Franchise & expansion research: Use the full California, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.

Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.

Structured Financial consultants Data for California, United States, Ready for Any Tool or Analysis

This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial consultants business data in California, United States they can actually work with:

Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.

CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.

Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial consultants segment in California, United States.

API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.

Contact Financial consultants Decision-Makers in California, United States: 4,466 Emails and 9,978 Phone Numbers

For teams that need to reach Financial consultants owners in California, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:

Email outreach: 4,466 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial consultants operators in California.

Phone prospecting: 9,978 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.

Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.

Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.

Financial consultants Social Media Presence and Online Activity in California, United States

Beyond contact details, this dataset maps the online footprint of Financial consultants in California, United States, including 3,850 Facebook, 1,995 Instagram, and 3,485 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:

Digital maturity analysis: See which Financial consultants in California, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.

Social channel outreach: Reach Financial consultants owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.

Influencer & partnership sourcing: Identify Financial consultants with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.

Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial consultants owners in California who already have an established online presence.

Download the Financial consultants Database for California, United States: One-Time, No Subscription

If you've been searching for a verified Financial consultants email list, phone number database, or business directory for California, United States, this is it. 10,309 records, instantly downloadable, starting at $119:

What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.

Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.

Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.

Own it outright: One-time purchase at $119. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.

The List of Financial consultants in California gives you a single, reliable source of truth for the Financial consultants market in California, United States: 10,309 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.

Contact Coverage

Contact Data for Financial consultants in California

10,309 total records · Updated August 3, 2026

9,978

Phone Numbers

96.8% of records

4,466

Email Addresses

43.3% of records

4,390

Both Phone & Email

42.6% 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

3,850

Facebook Profiles

37.3%

1,995

Instagram Handles

19.4%

3,485

LinkedIn Profiles

33.8%

2,163

X / Twitter Handles

21.0%

1,317

YouTube Channels

12.8%

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

10,309 total records · Updated August 3, 2026

8,992

Financial consultants with a website

87.2% of total

1,317

Financial consultants without a website

12.8% of total

1,317 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

184

Number of 1 star-rated Financial consultants in California

557

Number of 2 star-rated Financial consultants in California

520

Number of 3 star-rated Financial consultants in California

246

Number of 4 star-rated Financial consultants in California

2421

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: data quality, coverage, freshness, pricing, and formats. Last updated August 3, 2026.

How many Financial consultants are there in California?

There are 10,309 financial consultants in California in our verified database, as of August 3, 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 August 3, 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 10,309 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?

9,978 financial consultants in California (97% of the database) include a phone number, making the dataset effective for cold calling, telemarketing, and appointment setting campaigns.

How many Financial consultants in California have email addresses?

4,466 financial consultants in California (43%) 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?

4,390 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: 3,485 on LinkedIn, 3,850 on Facebook, 1,995 on Instagram, 1,317 on YouTube, 2,163 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?

8,992 financial consultants in California (87%) have an active business website, 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?

1,317 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: 2,421 with a 5-star rating, 246 with a 4-star rating, 520 with a 3-star rating, 557 with a 2-star rating, 184 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.

Still have questions? Contact our support team and we will get back to you within 24 hours.