Financial advisors and lenders · California

Financial advisors and lenders in Petaluma, CA

95 financial advisors in Petaluma with phone numbers, 39 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Petaluma list freeSee a sample
95
businesses
100%
have a phone number
41%
have an email address (39)
—
average Google rating
Sample

A sample of financial advisors and lenders in Petaluma

Twelve of the 95 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Michael P LightnerFinancial Service; Legal Service—Yes(707) •••-••••Available
Spectrum Wealth PartnersFinancial Planner—Yes(707) •••-••••Available
Metro Hotels & CafeFinancial Service; Legal Service; Hotel—Yes(876) •••-••••Available
Lorinne Otte | Baystar MortgageFinancial Service—Yes(707) •••-••••Available
Emortgages.comFinancial Service; Legal Service—Yes(707) •••-••••Available
Edward Jones - Financial Advisor: Ryan L Powell, AAMS®Financial Service; Legal Service—Yes(707) •••-••••Available
Leys Martie HFinancial Service; Legal Service—Yes(707) •••-••••Available
Pisenti & Brinker LLPFinancial Service; Legal Service—Yes(707) •••-••••Available
Baltimore FinancialFinancial Service; Legal Service; Coworking Space—Yes(707) •••-••••Available
Edward Jones - Financial Advisor: Katherine Wells, AAMS®Financial Service; Legal Service—Yes(707) •••-••••Available
Edward Jones - Financial Advisor: Craig WalkerFinancial Service; Legal Service—Yes(707) •••-••••Available
Alexa Glockner - Compass Real EstateReal Estate Agency; Financial Service; Legal Service—Yes(415) •••-••••Available

Showing 12 of 95. Data refreshed October 2026.

The market

What Petaluma'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; 95 have no rating yet — prime prospects for review and reputation services.
13 (14%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service40
  • Financial Planner20
  • Loans Agency15
  • Financial Service5
  • Real Estate Agency; Financial Service; Legal Service2
  • Financial Service; Legal Service; Real Estate Agency2

Area codes

  • (707)81
  • (415)11
  • (800)1
  • (876)1
  • (866)1
Playbook

How to sell to financial advisors in Petaluma

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 Petaluma financial advisors leads

How many financial advisors and lenders in Petaluma, CA are in the database?
95 financial advisors and lenders in Petaluma, CA, as of October 2026. 95 of them have a phone number and 39 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 Petaluma list of 95 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 Petaluma

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Petaluma →

Start calling Petaluma financial advisors today

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

Get these leads freeSee pricing