Financial advisors and lenders · California

Financial advisors and lenders in Sacramento, CA

689 financial advisors in Sacramento with phone numbers, 210 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Sacramento list freeSee a sample
689
businesses
100%
have a phone number
30%
have an email address (210)
—
average Google rating
Sample

A sample of financial advisors and lenders in Sacramento

Twelve of the 689 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Yoder & Co., CPAFinancial Service; Legal Service—Yes(916) •••-••••Available
Usa Properties FundLoans Agency—Yes(916) •••-••••Available
Peoplefinders.comFinancial Service; Legal Service—Yes(800) •••-••••Available
California Credit SolutionsFinancial Service; Legal Service—Yes(916) •••-••••Available
Socotra CapitalFinancial Service; Legal Service; Bank—Yes(855) •••-••••Available
Blue Cove InvestigationsFinancial Planner—Yes(800) •••-••••Available
Whitaker & AssociatesFinancial Service; Legal Service—Yes(916) •••-••••Available
Sides & Company CPAsFinancial Service; Legal Service—Yes(916) •••-••••Available
Edward Jones - Financial Advisor: Erick HoyerFinancial Service; Legal Service—Yes(916) •••-••••Available
Edward A Smith Law OfficesLaw Office; Financial Service; Legal Service—Yes(916) •••-••••Available
Dave Parker - HomeGuide MortgageFinancial Service; Legal Service—Yes(916) •••-••••Available
Stewart Title of SacramentoFinancial Service; Legal Service—Yes(916) •••-••••Available

Showing 12 of 689. Data refreshed October 2026.

The market

What Sacramento'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; 689 have no rating yet — prime prospects for review and reputation services.
162 (24%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service316
  • Financial Planner123
  • Loans Agency82
  • Financial Service; Legal Service; Business Service30
  • Financial Service28
  • Law Office; Financial Service; Legal Service19

Area codes

  • (916)611
  • (800)21
  • (888)9
  • (530)5
  • (855)5
  • (510)4
Playbook

How to sell to financial advisors in Sacramento

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 Sacramento financial advisors leads

How many financial advisors and lenders in Sacramento, CA are in the database?
689 financial advisors and lenders in Sacramento, CA, as of October 2026. 689 of them have a phone number and 210 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 Sacramento list of 689 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, CAFresno, CALong Beach, CARiverside, CABakersfield, CAAll financial advisors and lenders →

Other businesses in Sacramento

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Start calling Sacramento financial advisors today

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