Financial advisors and lenders · California

Financial advisors and lenders in Murrieta, CA

138 financial advisors in Murrieta with phone numbers, 41 with email addresses. Search the list, unlock the ones you want and start calling today.

138
businesses
100%
have a phone number
30%
have an email address (41)
—
average Google rating
Sample

A sample of financial advisors and lenders in Murrieta

Twelve of the 138 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
BV Cash AdvanceFinancial Service; Legal Service—Yes(951) •••-••••Available
G.A. Tucker P.I. Investigative ServicesFinancial Planner—Yes(909) •••-••••Available
Davies FinancialFinancial Planner—Yes(951) •••-••••Available
Miller FinancialFinancial Service; Legal Service—Yes(951) •••-••••Available
Miller FinancialLoans Agency—Yes(951) •••-••••Available
AM Eagle CapitalLoans Agency—Yes(626) •••-••••Available
Accurate AccountingFinancial Service; Legal Service; Miscellaneous Store—Yes(951) •••-••••Available
RVInsurances.comFinancial Service; Legal Service—Yes(844) •••-••••Available
Title Loans EpxressFinancial Service; Legal Service—Yes(951) •••-••••Available
CDR CPA INC.Financial Service; Legal Service—Yes(951) •••-••••Available
Lizarraga Insurance Agency Inc.Automotive Repair Shop; Financial Service; Legal Service—Yes(951) •••-••••Available
Edward Jones - Financial Advisor: Federico BejarFinancial Service; Legal Service—Yes(951) •••-••••Available

Showing 12 of 138. Data refreshed October 2026.

The market

What Murrieta'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; 138 have no rating yet — prime prospects for review and reputation services.
32 (23%) 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 Service74
  • Loans Agency21
  • Financial Planner16
  • Financial Service; Legal Service; Business Service4
  • Insurance Agency; Financial Service; Legal Service3
  • Law Office; Financial Service; Legal Service3

Area codes

  • (951)112
  • (949)7
  • (877)4
  • (800)3
  • (909)2
  • (619)2
Playbook

How to sell to financial advisors in Murrieta

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 Murrieta financial advisors leads

How many financial advisors and lenders in Murrieta, CA are in the database?
138 financial advisors and lenders in Murrieta, CA, as of October 2026. 138 of them have a phone number and 41 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 Murrieta list of 138 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.

Start calling Murrieta financial advisors today

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