Financial advisors and lenders · California

Financial advisors and lenders in Menlo Park, CA

151 financial advisors in Menlo Park with phone numbers, 23 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Menlo Park list freeSee a sample
151
businesses
100%
have a phone number
15%
have an email address (23)
—
average Google rating
Sample

A sample of financial advisors and lenders in Menlo Park

Twelve of the 151 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Danny Rozansky, Robertson StephensFinancial Planner—Yes(415) •••-••••Available
Atrium CapitalFinancial Planner—Yes(650) •••-••••Available
Sofinnova VenturesFinancial Service—Yes(415) •••-••••Available
Edward Jones - Financial Advisor: Andrew S CastroFinancial Service; Legal Service—Yes(650) •••-••••Available
Light Street CapitalFinancial Planner—Yes(650) •••-••••Available
QuickenFinancial Service; Legal Service—Yes(650) •••-••••Available
Rembrandt Venture PartnersFinancial Service; Legal Service—Yes(650) •••-••••Available
LamdagenFinancial Planner; Retail—Yes(650) •••-••••Available
Atherton Lane AdvisersFinancial Planner—Yes(650) •••-••••Available
Edward Jones - Financial Advisor: Swanellie Paulin, AAMS®|CRPC®Financial Service; Legal Service—Yes(650) •••-••••Available
Prospect PartnersFinancial Planner—Yes(650) •••-••••Available
Mexi-America Multi Service - Menlo ParkFinancial Service; Legal Service—Yes(650) •••-••••Available

Showing 12 of 151. Data refreshed October 2026.

The market

What Menlo Park'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; 151 have no rating yet — prime prospects for review and reputation services.
15 (10%) have no website listed — a ready-made list for web design and SEO offers.
12% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service; Business Service60
  • Financial Planner56
  • Financial Service; Legal Service25
  • Real Estate Agency; Financial Service; Legal Service3
  • Financial Service2
  • Financial Planner; Office; Computers and Electronics Retail1

Area codes

  • (650)143
  • (415)3
  • (866)1
  • (855)1
  • (317)1
  • (888)1
Playbook

How to sell to financial advisors in Menlo Park

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 Menlo Park financial advisors leads

How many financial advisors and lenders in Menlo Park, CA are in the database?
151 financial advisors and lenders in Menlo Park, CA, as of October 2026. 151 of them have a phone number and 23 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 Menlo Park list of 151 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

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Other businesses in Menlo Park

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Start calling Menlo Park financial advisors today

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

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