Financial advisors and lenders · California

Financial advisors and lenders in Irvine, CA

982 financial advisors in Irvine with phone numbers, 254 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Irvine list freeSee a sample
982
businesses
100%
have a phone number
26%
have an email address (254)
—
average Google rating
Sample

A sample of financial advisors and lenders in Irvine

Twelve of the 982 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Sherpa Financial AdvisorsFinancial Planner—Yes(949) •••-••••Available
Jeffer Mangels Butler & MitchellLaw Office; Financial Service; Legal Service—Yes(949) •••-••••Available
Beckam FundingFinancial Service; Legal Service—Yes(800) •••-••••Available
Argent FirmFinancial Planner—Yes(949) •••-••••Available
Gehres Law LibraryLaw Office; Financial Service; Legal Service—Yes(877) •••-••••Available
Wohl InvestmentFinancial Planner—Yes(949) •••-••••Available
Generational EquityFinancial Planner—Yes(949) •••-••••Available
Atlantis Funding CorporationFinancial Service; Legal Service—Yes(855) •••-••••Available
Saati & Associates AccountingFinancial Service; Legal Service—Yes(949) •••-••••Available
Watermark Home LoansFinancial Service; Legal Service—Yes(800) •••-••••Available
Business Tax PreparationFinancial Service; Legal Service—Yes(949) •••-••••Available
David Patterson | Clear Mortgage CapitalLoans Agency—Yes(949) •••-••••Available

Showing 12 of 982. Data refreshed October 2026.

The market

What Irvine'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; 982 have no rating yet — prime prospects for review and reputation services.
201 (20%) have no website listed — a ready-made list for web design and SEO offers.
21% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service390
  • Financial Planner211
  • Loans Agency164
  • Financial Service; Legal Service; Business Service72
  • Financial Service55
  • Business Service; Financial Service; Legal Service15

Area codes

  • (949)689
  • (714)79
  • (800)45
  • (888)30
  • (877)23
  • (855)16
Playbook

How to sell to financial advisors in Irvine

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 Irvine financial advisors leads

How many financial advisors and lenders in Irvine, CA are in the database?
982 financial advisors and lenders in Irvine, CA, as of October 2026. 982 of them have a phone number and 254 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 Irvine list of 982 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 Irvine

Construction companiesLaw firmsRestaurantsCafes and bakeriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesAccounting firmsDaycares, tutors and schoolsIT service companiesMarketing agenciesConsultantsSoftware companiesEverything in Irvine →

Start calling Irvine financial advisors today

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

Get these leads freeSee pricing