Financial advisors and lenders · California

Financial advisors and lenders in Carlsbad, CA

301 financial advisors in Carlsbad with phone numbers, 90 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Carlsbad list freeSee a sample
301
businesses
100%
have a phone number
30%
have an email address (90)
—
average Google rating
Sample

A sample of financial advisors and lenders in Carlsbad

Twelve of the 301 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Wellspring Divorce AdvisorsFinancial Service; Legal Service—Yes(858) •••-••••Available
Mission Pacific MortgageLoans Agency—Yes(760) •••-••••Available
Edward Jones - Financial Advisor: Ben SchulteFinancial Service; Legal Service—Yes(760) •••-••••Available
Aureus Wealth ManagementFinancial Service; Legal Service—Yes(760) •••-••••Available
DeVito & NoreLaw Office; Financial Service; Legal Service—Yes(760) •••-••••Available
Christian Credit CounselorsFinancial Service—Yes(760) •••-••••Available
Edward Jones - Financial Advisor: Brett ElliottFinancial Service; Legal Service—Yes(760) •••-••••Available
Seaside ResourcesLaw Office; Financial Service; Legal Service—Yes(760) •••-••••Available
Ferguson Financial ServicesFinancial Planner—Yes(760) •••-••••Available
Law Offices of Darren J. DiMarco - Bankruptcy, Debt SettlementLaw Office; Financial Service; Legal Service—Yes(760) •••-••••Available
Sierra Pacific Land Use ConsultantsFinancial Service; Legal Service—Yes(760) •••-••••Available
Jeffrey H. Klein, CPAFinancial Service; Legal Service—Yes(760) •••-••••Available

Showing 12 of 301. Data refreshed October 2026.

The market

What Carlsbad'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; 301 have no rating yet — prime prospects for review and reputation services.
45 (15%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service125
  • Financial Planner58
  • Loans Agency36
  • Financial Service; Legal Service; Business Service35
  • Financial Service17
  • Law Office; Financial Service; Legal Service7

Area codes

  • (760)221
  • (858)22
  • (619)18
  • (442)6
  • (888)4
  • (800)4
Playbook

How to sell to financial advisors in Carlsbad

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 Carlsbad financial advisors leads

How many financial advisors and lenders in Carlsbad, CA are in the database?
301 financial advisors and lenders in Carlsbad, CA, as of October 2026. 301 of them have a phone number and 90 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 Carlsbad list of 301 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 Carlsbad

RestaurantsSalons and spasGyms and fitness studiosReal estate officesMarketing agenciesConsultantsEverything in Carlsbad →

Start calling Carlsbad financial advisors today

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

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