Financial advisors and lenders · California

Financial advisors and lenders in Napa, CA

110 financial advisors in Napa with phone numbers, 36 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Napa list freeSee a sample
110
businesses
100%
have a phone number
33%
have an email address (36)
—
average Google rating
Sample

A sample of financial advisors and lenders in Napa

Twelve of the 110 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Harrington InvestmentsFinancial Planner—Yes(707) •••-••••Available
Winery Accounting & Compliance CoFinancial Service; Legal Service—Yes(707) •••-••••Available
Stutchman Gregg & AssociatesFinancial Planner—Yes(707) •••-••••Available
Mobile MagicLoans Agency—Yes(707) •••-••••Available
G & J Seiberlich & Co.Financial Service; Legal Service—Yes(707) •••-••••Available
Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®Financial Service; Legal Service—Yes(707) •••-••••Available
On Track Inc.Financial Service; Legal Service—Yes(707) •••-••••Available
Seran Investment StrategiesFinancial Service; Legal Service—Yes(707) •••-••••Available
Pisenti & Brinker LLPFinancial Service; Legal Service—Yes(707) •••-••••Available
Kaufman HallFinancial Planner—Yes(707) •••-••••Available
Napa Wealth ManagementFinancial Planner—Yes(707) •••-••••Available
Jacobson Wealth ManagementFinancial Planner—Yes(707) •••-••••Available

Showing 12 of 110. Data refreshed October 2026.

The market

What Napa'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; 110 have no rating yet — prime prospects for review and reputation services.
16 (15%) have no website listed — a ready-made list for web design and SEO offers.
22% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service54
  • Financial Planner22
  • Financial Service; Legal Service; Business Service13
  • Loans Agency11
  • Financial Service5
  • Automotive Repair Shop; Financial Service; Legal Service1

Area codes

  • (707)103
  • (800)2
  • (888)2
  • (661)1
  • (877)1
  • (415)1
Playbook

How to sell to financial advisors in Napa

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 Napa financial advisors leads

How many financial advisors and lenders in Napa, CA are in the database?
110 financial advisors and lenders in Napa, CA, as of October 2026. 110 of them have a phone number and 36 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 Napa list of 110 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 Napa

RestaurantsBars and breweriesSalons and spasAuto repair shopsReal estate officesEverything in Napa →

Start calling Napa financial advisors today

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

Get these leads freeSee pricing