Financial advisors and lenders · California

Financial advisors and lenders in Oakland, CA

294 financial advisors in Oakland with phone numbers, 86 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Oakland list freeSee a sample
294
businesses
100%
have a phone number
29%
have an email address (86)
—
average Google rating
Sample

A sample of financial advisors and lenders in Oakland

Twelve of the 294 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Pf Wealth Management GroupFinancial Planner—Yes(510) •••-••••Available
Sheila PerezFinancial Service; Legal Service—Yes(510) •••-••••Available
Law Offices of Suizi LinLaw Office; Financial Service; Legal Service—Yes(510) •••-••••Available
Investment Property Exchange ServicesFinancial Planner—Yes(415) •••-••••Available
Christopher Ransom InvestmentsFinancial Service; Legal Service—Yes(510) •••-••••Available
Provident Legal FundingFinancial Service; Legal Service; Bank—Yes(800) •••-••••Available
JIG Community Bancorp™Financial Service; Legal Service; Bank—Yes(800) •••-••••Available
Concise Solutions Insurance ServicesInsurance Agency; Financial Service; Legal Service—Yes(510) •••-••••Available
AbizinaboxFinancial Service; Legal Service; IT Service—Yes(510) •••-••••Available
Cook, Disharoon, & GreathouseFinancial Service; Legal Service—Yes(510) •••-••••Available
Debt Hero: Oakland Debt ConsolidationFinancial Service; Legal Service—Yes(510) •••-••••Available
Money SourceLoans Agency—Yes(510) •••-••••Available

Showing 12 of 294. Data refreshed October 2026.

The market

What Oakland'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; 294 have no rating yet — prime prospects for review and reputation services.
80 (27%) have no website listed — a ready-made list for web design and SEO offers.
17% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service121
  • Financial Planner56
  • Loans Agency45
  • Financial Service; Legal Service; Business Service24
  • Financial Service10
  • Law Office; Financial Service; Legal Service8

Area codes

  • (510)245
  • (415)15
  • (800)9
  • (925)4
  • (877)4
  • (888)2
Playbook

How to sell to financial advisors in Oakland

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 Oakland financial advisors leads

How many financial advisors and lenders in Oakland, CA are in the database?
294 financial advisors and lenders in Oakland, CA, as of October 2026. 294 of them have a phone number and 86 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 Oakland list of 294 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 Oakland

HVAC companiesPlumbing companiesRoofing companiesElectrical contractorsConstruction companiesLandscaping companiesRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesAccounting firmsVets and pet businessesDaycares, tutors and schoolsIT service companiesMarketing agenciesConsultantsSoftware companiesEverything in Oakland →

Start calling Oakland financial advisors today

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

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