List of Financial planners in California
Looking for a verified List of Financial planners in California to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 11,942 Financial planners across California, United States as of August 4, 2026. The top three cities in the industry are San Diego with 685, followed by Los Angeles with 619, and San Francisco with 407.
This comprehensive List of Financial planners in California gives you access to 4,876 records with email addresses, 11,682 with phone numbers, and 4,798 listings containing both. Additionally, over 10,308 Financial planners include verified websites many featuring direct contact page URLs to make outreach fast and efficient.
Our data also highlights strong social media engagement, with 3,829 Financial planners on Facebook, 1,834 on Instagram, 1,909 on X (formerly Twitter), 2,489 on LinkedIn, and 1,527 managing active YouTube channels.
Plus, over 2,421 Financial planners 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 planners in California provides everything for you to connect with active, visible, and verified businesses.
Social Media Reach
3,829
1,834
2,489
1,527
YouTube
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Financial planners List in California
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| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Merrill Lynch Financial Advisor Jonathan Carlysle | Address | San Francisco | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Farmers Insurance: Walter Figueroa | Address | Riverside | California | United States | Email | Phone | 2 | 3 | — | — | — | — | ||
Northwestern Mutual Financial | Address | Sacramento | California | United States | Email | Phone | 1 | 2 | — | — | — | — | ||
Carl Ilg - RBC Wealth Management Financial Advisor | Address | Corte Madera | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Lily Schweitzer Wealth Management | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Souligny Group | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Crown Wealth Management | Address | Costa Mesa | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Phil Hammitt - RBC Wealth Management Financial Advisor | Address | Manhattan Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Merrill Lynch Wealth Management | Address | Corona Del Mar | California | United States | Email | Phone | 4 | 4 | — | — | — | — | ||
Bank of America Financial Center | Address | Hollister | California | United States | Email | Phone | 30 | 3.3 | ||||||
Bank of America (with Drive-thru ATM) | Address | Rialto | California | United States | Email | Phone | 130 | 2.4 | ||||||
Everett Harris & Co | Address | Los Angeles | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
LTC Financial Partners | Address | Bella Vista | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Sage Capital Advisors, LLC | Address | San Diego | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Centered Financial | Address | Carlsbad | California | United States | Email | Phone | 2 | 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 11,942 records with complete field coverage.
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11,942 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial planners across different territories
What You Can Do with the List of Financial planners in California
The List of Financial planners in California is a structured market intelligence dataset with 11,942 verified Financial planners 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 planners Market Intelligence for California, United States: 11,942 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 planners industry in California, United States. Not estimates; real business records:
Market sizing: Know exactly how many Financial planners 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 planners 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 planners 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 planners 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 planners 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 planners Decision-Makers in California, United States: 4,876 Emails and 11,682 Phone Numbers
For teams that need to reach Financial planners owners in California, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:
Email outreach: 4,876 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in California.
Phone prospecting: 11,682 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 planners Social Media Presence and Online Activity in California, United States
Beyond contact details, this dataset maps the online footprint of Financial planners in California, United States, including 3,829 Facebook, 1,834 Instagram, and 2,489 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:
Digital maturity analysis: See which Financial planners 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 planners 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 planners 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 planners owners in California who already have an established online presence.
Download the Financial planners Database for California, United States: One-Time, No Subscription
If you've been searching for a verified Financial planners email list, phone number database, or business directory for California, United States, this is it. 11,942 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 planners in California gives you a single, reliable source of truth for the Financial planners market in California, United States: 11,942 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 Data for Financial planners in California
11,942 total records · Updated August 4, 2026
11,682
Phone Numbers
4,876
Email Addresses
4,798
Both Phone & Email
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 Coverage for Financial planners in California
Reach your prospects across every major social platform
3,829
Facebook Profiles
1,834
Instagram Handles
2,489
LinkedIn Profiles
1,909
X / Twitter Handles
1,527
YouTube Channels
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.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Financial planners in California: Website Presence Breakdown
11,942 total records · Updated August 4, 2026
10,308
Financial planners with a website
86.3% of total
1,634
Financial planners without a website
13.7% of total
1,634 businesses without a website in California represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the California By Ratings
278
Number of 1 star-rated Financial planners in California
599
Number of 2 star-rated Financial planners in California
588
Number of 3 star-rated Financial planners in California
281
Number of 4 star-rated Financial planners in California
2421
Number of 5 star-rated Financial planners in California
Frequently Asked Questions about Financial planners in California
Everything you need to know about our financial planners database for California: data quality, coverage, freshness, pricing, and formats. Last updated August 4, 2026.
How many Financial planners are there in California?
There are 11,942 financial planners in California in our verified database, as of August 4, 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 planners data for California?
This dataset was last updated in August 4, 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 planners 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 planners businesses in California?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners 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 planners database for California cost?
The complete financial planners leads database for California costs $119 as a one-time payment. You get instant access to all 11,942 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 planners 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 planners 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 planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners 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 planners in California have phone numbers?
11,682 financial planners in California (98% of the database) include a phone number, making the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in California have email addresses?
4,876 financial planners in California (41%) 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 planners in California have both a phone number and an email address?
4,798 financial planners 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 planners in California are active on social media?
Social profile coverage for financial planners in California: 2,489 on LinkedIn, 3,829 on Facebook, 1,834 on Instagram, 1,527 on YouTube, 1,909 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 planners in California have a website?
10,308 financial planners in California (86%) 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 planners in California do not have a website?
1,634 financial planners 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 planners in California?
Rating breakdown for financial planners in California: 2,421 with a 5-star rating, 281 with a 4-star rating, 588 with a 3-star rating, 599 with a 2-star rating, 278 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 planners data for other states or the entire US?
Yes. The national Financial planners 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 planners 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.
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