Financial advisors and lenders · California

Financial advisors and lenders in Encino, CA

133 financial advisors in Encino with phone numbers, 43 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Encino list freeSee a sample
133
businesses
100%
have a phone number
32%
have an email address (43)
—
average Google rating
Sample

A sample of financial advisors and lenders in Encino

Twelve of the 133 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
ACap Advisors & AccountantsFinancial Service; Legal Service—Yes(818) •••-••••Available
New Standard EquitiesFinancial Planner—Yes(818) •••-••••Available
Azran FinancialFinancial Service; Legal Service—Yes(310) •••-••••Available
OptimaNet Tax ServicesFinancial Service; Legal Service—Yes(877) •••-••••Available
Prudential Tax Advisory GroupFinancial Service; Legal Service—Yes(818) •••-••••Available
Jeff Winklhofer - Raymond JamesFinancial Service; Legal Service—Yes(818) •••-••••Available
Sokolove Law LLC, Fred FlemingFinancial Service; Legal Service—Yes(818) •••-••••Available
Law Offices of Robert SlaterFinancial Service; Legal Service—Yes(818) •••-••••Available
Assured Claims Service / Public AdjusterFinancial Service; Legal Service—Yes(818) •••-••••Available
Sabzevar Law FirmFinancial Service; Legal Service—Yes(818) •••-••••Available
Bills & Stoll LLPFinancial Service; Legal Service—Yes(818) •••-••••Available
Tax Defense PartnersLaw Office; Financial Service; Legal Service—Yes(818) •••-••••Available

Showing 12 of 133. Data refreshed October 2026.

The market

What Encino'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; 133 have no rating yet — prime prospects for review and reputation services.
23 (17%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service54
  • Financial Planner27
  • Loans Agency20
  • Law Office; Financial Service; Legal Service8
  • Financial Service6
  • Insurance Agency; Financial Service; Legal Service5

Area codes

  • (818)111
  • (800)5
  • (310)4
  • (888)3
  • (866)2
  • (213)2
Playbook

How to sell to financial advisors in Encino

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 Encino financial advisors leads

How many financial advisors and lenders in Encino, CA are in the database?
133 financial advisors and lenders in Encino, CA, as of October 2026. 133 of them have a phone number and 43 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 Encino list of 133 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 Encino

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsSalons and spasReal estate officesEverything in Encino →

Start calling Encino financial advisors today

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

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