Financial advisors and lenders · California

Financial advisors and lenders in San Diego, CA

1,700+ financial advisors in San Diego with phone numbers, 496 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the San Diego list freeSee a sample
1,700+
businesses
100%
have a phone number
29%
have an email address (496)
—
average Google rating
Sample

A sample of financial advisors and lenders in San Diego

Twelve of the 1,700+ financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Parabolic Asset Management - San Diego Financial AdvisorFinancial Planner—Yes(619) •••-••••Available
Quality ClaimsFinancial Service—Yes(619) •••-••••Available
CRE Credit ServicesFinancial Service; Legal Service—Yes(888) •••-••••Available
Ted Buchan & CompanyFinancial Planner—Yes(858) •••-••••Available
Apriza Capital GroupFinancial Service; Legal Service—Yes(619) •••-••••Available
Morse Injury LawFinancial Service; Legal Service—Yes(619) •••-••••Available
Freeman Mortgage TeamFinancial Service; Legal Service—Yes(619) •••-••••Available
Paul Newell | Paul Newell Home LoansLoans Agency—Yes(619) •••-••••Available
San Pasqual Fiducary Trust CompanyFinancial Planner—Yes(858) •••-••••Available
Edward Jones - Financial Advisor: Bradley BermanFinancial Planner—Yes(858) •••-••••Available
AD Bookkeeping ServicesFinancial Service; Legal Service; Business Service—Yes(619) •••-••••Available
Ms InvestmentsLoans Agency—Yes(858) •••-••••Available

Showing 12 of 1,700+. Data refreshed October 2026.

The market

What San Diego'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; 1,700+ have no rating yet — prime prospects for review and reputation services.
328 (19%) 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 Service716
  • Financial Planner298
  • Loans Agency261
  • Financial Service150
  • Financial Service; Legal Service; Business Service97
  • Insurance Agency; Financial Service; Legal Service35

Area codes

  • (858)754
  • (619)747
  • (800)48
  • (760)45
  • (888)24
  • (866)21
Playbook

How to sell to financial advisors in San Diego

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 San Diego financial advisors leads

How many financial advisors and lenders in San Diego, CA are in the database?
1,700+ financial advisors and lenders in San Diego, CA, as of October 2026. 1,700+ of them have a phone number and 496 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 San Diego list of 1,700+ 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 Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CABakersfield, CAAll financial advisors and lenders →

Other businesses in San Diego

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Start calling San Diego financial advisors today

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

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