Financial advisors and lenders · California

Financial advisors and lenders in Newport Beach, CA

605 financial advisors in Newport Beach with phone numbers, 153 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Newport Beach list freeSee a sample
605
businesses
100%
have a phone number
25%
have an email address (153)
—
average Google rating
Sample

A sample of financial advisors and lenders in Newport Beach

Twelve of the 605 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Emerald Creek GroupLoans Agency—Yes(949) •••-••••Available
DRR PropertiesFinancial Planner—Yes(949) •••-••••Available
DigimeadFinancial Service—Yes(855) •••-••••Available
Five Fifty FinancialLoans Agency—Yes(949) •••-••••Available
Mail Gifts & WineShipping, Freight, and Material Transportation Service; Wine Store; Financial Service—Yes(949) •••-••••Available
Independent Capital ManagementFinancial Service; Legal Service—Yes(949) •••-••••Available
Camel FinancialFinancial Planner—Yes(949) •••-••••Available
Platinum FinancialFinancial Planner—Yes(949) •••-••••Available
Platinum Lending SolutionsLoans Agency—Yes(714) •••-••••Available
OWM Asset ManagementFinancial Planner—Yes(949) •••-••••Available
Banta Asset ManagementFinancial Planner—Yes(949) •••-••••Available
Newport Coast Insurance AgencyFinancial Service; Legal Service—Yes(714) •••-••••Available

Showing 12 of 605. Data refreshed October 2026.

The market

What Newport Beach'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; 605 have no rating yet — prime prospects for review and reputation services.
125 (21%) have no website listed — a ready-made list for web design and SEO offers.
16% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service196
  • Financial Planner183
  • Loans Agency104
  • Financial Service; Legal Service; Business Service48
  • Financial Service20
  • Business Service; Financial Service; Legal Service7

Area codes

  • (949)493
  • (800)30
  • (714)22
  • (888)15
  • (866)8
  • (855)7
Playbook

How to sell to financial advisors in Newport Beach

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 Newport Beach financial advisors leads

How many financial advisors and lenders in Newport Beach, CA are in the database?
605 financial advisors and lenders in Newport Beach, CA, as of October 2026. 605 of them have a phone number and 153 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 Newport Beach list of 605 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 Newport Beach

RestaurantsCafes and bakeriesBars and breweriesSalons and spasMed spasGyms and fitness studiosReal estate officesInsurance agenciesMarketing agenciesConsultantsEverything in Newport Beach →

Start calling Newport Beach financial advisors today

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

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