Financial advisors and lenders · California

Financial advisors and lenders in Pasadena, CA

413 financial advisors in Pasadena with phone numbers, 104 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Pasadena list freeSee a sample
413
businesses
100%
have a phone number
25%
have an email address (104)
—
average Google rating
Sample

A sample of financial advisors and lenders in Pasadena

Twelve of the 413 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Fidelity Funding BancorpLoans Agency—Yes(800) •••-••••Available
Jacobs Capital GroupFinancial Planner—Yes(626) •••-••••Available
Rush Intel ServicesBusiness Service; Financial Service; Legal Service—Yes(626) •••-••••Available
Secure Choice Home LoansLoans Agency—Yes(626) •••-••••Available
Blue Fox Capital CorporationLoans Agency—Yes(310) •••-••••Available
Axia GlobalFinancial Service; Legal Service—Yes(626) •••-••••Available
Kondo Wealth AdvisorsFinancial Service; Legal Service—Yes(626) •••-••••Available
Income Financial ServicesFinancial Planner—Yes(626) •••-••••Available
Hall CapitalFinancial Service; Legal Service—Yes(626) •••-••••Available
Percy E. Bolton Associates, Inc.Financial Service; Legal Service—Yes(626) •••-••••Available
Pickford Escrow CompanyFinancial Service; Legal Service—Yes(626) •••-••••Available
Law Office of Fritzie Galliani, APCLaw Office; Financial Service; Legal Service—Yes(626) •••-••••Available

Showing 12 of 413. Data refreshed October 2026.

The market

What Pasadena'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; 413 have no rating yet — prime prospects for review and reputation services.
71 (17%) 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 Service131
  • Financial Planner120
  • Financial Service; Legal Service; Business Service51
  • Loans Agency43
  • Financial Service10
  • Business Service; Financial Service; Legal Service10

Area codes

  • (626)333
  • (818)25
  • (800)8
  • (213)6
  • (888)6
  • (323)6
Playbook

How to sell to financial advisors in Pasadena

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 Pasadena financial advisors leads

How many financial advisors and lenders in Pasadena, CA are in the database?
413 financial advisors and lenders in Pasadena, CA, as of October 2026. 412 of them have a phone number and 104 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 Pasadena list of 413 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 Pasadena

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesDaycares, tutors and schoolsMarketing agenciesConsultantsEverything in Pasadena →

Start calling Pasadena financial advisors today

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

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