Financial advisors and lenders · California

Financial advisors and lenders in Ontario, CA

186 financial advisors in Ontario with phone numbers, 62 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Ontario list freeSee a sample
186
businesses
100%
have a phone number
33%
have an email address (62)
—
average Google rating
Sample

A sample of financial advisors and lenders in Ontario

Twelve of the 186 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Rana Insurance ServicesFinancial Service; Legal Service—Yes(909) •••-••••Available
Erika's InsuranceFinancial Service; Legal Service—Yes(909) •••-••••Available
PYA Financial ServicesFinancial Planner—Yes(877) •••-••••Available
Progreso FinancieroFinancial Planner—Yes(951) •••-••••Available
A-L FinancialLoans Agency—Yes(909) •••-••••Available
Euclid MortgageLoans Agency—Yes(909) •••-••••Available
Lobel FinancialFinancial Planner—Yes(909) •••-••••Available
City Loan - Ontario Car Title Loans & Pawn LoansReal Estate Agency; Financial Service; Legal Service—Yes(909) •••-••••Available
Centro Legal De AccidentesLaw Office; Financial Service; Legal Service—Yes(855) •••-••••Available
Royal Trading CompanyFinancial Planner—Yes(909) •••-••••Available
Alamar Insurance & Registration Solutions, Inc.Financial Service; Legal Service—Yes(909) •••-••••Available
Get Auto Car Title Loans Ontario CAFinancial Service; Legal Service—Yes(909) •••-••••Available

Showing 12 of 186. Data refreshed October 2026.

The market

What Ontario'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; 186 have no rating yet — prime prospects for review and reputation services.
56 (30%) have no website listed — a ready-made list for web design and SEO offers.
23% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service82
  • Loans Agency41
  • Financial Planner33
  • Insurance Agency; Financial Service; Legal Service9
  • Financial Service7
  • Real Estate Agency; Financial Service; Legal Service2

Area codes

  • (909)140
  • (951)17
  • (626)6
  • (800)4
  • (877)4
  • (866)3
Playbook

How to sell to financial advisors in Ontario

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 Ontario financial advisors leads

How many financial advisors and lenders in Ontario, CA are in the database?
186 financial advisors and lenders in Ontario, CA, as of October 2026. 186 of them have a phone number and 62 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 Ontario list of 186 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 Ontario

Construction companiesLaw firmsMedical clinicsRestaurantsCafes and bakeriesSalons and spasAuto repair shopsCar dealershipsReal estate officesConsultantsEverything in Ontario →

Start calling Ontario financial advisors today

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

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