Financial advisors and lenders · California

Financial advisors and lenders in Anaheim, CA

282 financial advisors in Anaheim with phone numbers, 100 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Anaheim list freeSee a sample
282
businesses
100%
have a phone number
35%
have an email address (100)
—
average Google rating
Sample

A sample of financial advisors and lenders in Anaheim

Twelve of the 282 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Envia Global Tax & ServicesFinancial Service; Legal Service; Law Office—Yes(714) •••-••••Available
California Home FinancingLoans Agency—Yes(714) •••-••••Available
Sense Financial Services LLCFinancial Service; Legal Service—Yes(949) •••-••••Available
Lendmerit Auto Title LoansStructure; Check Cashing Service; Financial Service—Yes(714) •••-••••Available
InfosendFinancial Service—Yes(714) •••-••••Available
P. Donga Insurance AgencyInsurance Agency; Financial Service; Legal Service—Yes(714) •••-••••Available
0pointloanFinancial Service; Legal Service—Yes(800) •••-••••Available
Leslee J. NewmanFinancial Service; Legal Service—Yes(714) •••-••••Available
Benefit Funding RetirementFinancial Planner—Yes(714) •••-••••Available
Divorce-Paralegals.comFinancial Service; Legal Service—Yes(714) •••-••••Available
Mountain West FinancialLoans Agency—Yes(714) •••-••••Available
Wealth Management StrategiesBusiness Service; Financial Service; Legal Service—Yes(714) •••-••••Available

Showing 12 of 282. Data refreshed October 2026.

The market

What Anaheim's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 282 have no rating yet — prime prospects for review and reputation services.
79 (28%) have no website listed — a ready-made list for web design and SEO offers.
22% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service117
  • Financial Planner53
  • Loans Agency51
  • Financial Service13
  • Insurance Agency; Financial Service; Legal Service8
  • Real Estate Agency; Financial Service; Legal Service5

Area codes

  • (714)220
  • (949)12
  • (657)7
  • (800)7
  • (888)7
  • (866)5
Playbook

How to sell to financial advisors in Anaheim

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Anaheim financial advisors leads

How many financial advisors and lenders in Anaheim, CA are in the database?
282 financial advisors and lenders in Anaheim, CA, as of October 2026. 282 of them have a phone number and 100 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Anaheim list of 282 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CAAll financial advisors and lenders →

Other businesses in Anaheim

Plumbing companiesConstruction companiesCleaning companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesDaycares, tutors and schoolsHotels and innsIT service companiesHome service businessesMarketing agenciesConsultantsEverything in Anaheim →

Start calling Anaheim financial advisors today

25 free credits, no card. Search "financial advisors in Anaheim" and unlock your first 25 contacts.

Get these leads freeSee pricing