Financial advisors and lenders · California

Financial advisors and lenders in Orange, CA

247 financial advisors in Orange with phone numbers, 88 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Orange list freeSee a sample
247
businesses
100%
have a phone number
36%
have an email address (88)
—
average Google rating
Sample

A sample of financial advisors and lenders in Orange

Twelve of the 247 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Millennium Brokerage GroupFinancial Planner—Yes(714) •••-••••Available
Aml SolutionsLoans Agency—Yes(714) •••-••••Available
Tri-Cities FinancialFinancial Service; Legal Service—Yes(800) •••-••••Available
Orange County Legal SolutionsFinancial Service; Legal Service; Law Office—Yes(714) •••-••••Available
FCR Collection ServicesFinancial Service—Yes(949) •••-••••Available
TD Service FinancialFinancial Service—Yes(714) •••-••••Available
Liberty One FundingFinancial Service; Legal Service; Apartment or Condo—Yes(800) •••-••••Available
Life Design Financial and Insurance ServicesFinancial Planner—Yes(714) •••-••••Available
DISCOUNT TAX SERVICEFinancial Service; Legal Service—Yes(714) •••-••••Available
Edward Jones - Financial Advisor: Brian K ClarkFinancial Service; Legal Service—Yes(714) •••-••••Available
LegalDocsA2ZLaw Office; Financial Service; Legal Service—Yes(714) •••-••••Available
Allrate FundingLoans Agency—Yes(714) •••-••••Available

Showing 12 of 247. Data refreshed October 2026.

The market

What Orange'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; 247 have no rating yet — prime prospects for review and reputation services.
61 (25%) have no website listed — a ready-made list for web design and SEO offers.
24% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service110
  • Financial Planner46
  • Loans Agency45
  • Financial Service16
  • Financial Service; Legal Service; Law Office6
  • Business Service; Financial Service; Legal Service6

Area codes

  • (714)178
  • (949)17
  • (877)12
  • (800)10
  • (888)7
  • (657)7
Playbook

How to sell to financial advisors in Orange

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 Orange financial advisors leads

How many financial advisors and lenders in Orange, CA are in the database?
247 financial advisors and lenders in Orange, CA, as of October 2026. 247 of them have a phone number and 88 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 Orange list of 247 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 Orange

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesMarketing agenciesConsultantsEverything in Orange →

Start calling Orange financial advisors today

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

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