Financial advisors and lenders · California

Financial advisors and lenders in San Jose, CA

696 financial advisors in San Jose with phone numbers, 196 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the San Jose list freeSee a sample
696
businesses
100%
have a phone number
28%
have an email address (196)
—
average Google rating
Sample

A sample of financial advisors and lenders in San Jose

Twelve of the 696 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Elizabeth Alejo Residential Mortgage ServicesLoans Agency—Yes(408) •••-••••Available
American Pacific Mortgage - David ButlerLoans Agency—Yes(408) •••-••••Available
aerofund financialFinancial Service; Legal Service—Yes(408) •••-••••Available
Al Sanchez Bookkeeping & Income Tax ServicesFinancial Service; Legal Service—Yes(408) •••-••••Available
American Family Funding GroupLoans Agency—Yes(408) •••-••••Available
Brandon Knapp at CrossCountry MortgageFinancial Service; Legal Service—Yes(408) •••-••••Available
Aon CorporationFinancial Service; Legal Service—Yes(408) •••-••••Available
Fast Credit FinancialFinancial Service—Yes(408) •••-••••Available
Lorraine Combs | CompassReal Estate Agency; Financial Service; Legal Service—Yes(408) •••-••••Available
Firsthand Technology Value FundFinancial Planner—Yes(408) •••-••••Available
Gotcha Legal ServicesFinancial Planner—Yes(408) •••-••••Available
Pro Bono ProjectFinancial Service; Legal Service—Yes(408) •••-••••Available

Showing 12 of 696. Data refreshed October 2026.

The market

What San Jose'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; 696 have no rating yet — prime prospects for review and reputation services.
168 (24%) 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 Service288
  • Financial Planner124
  • Loans Agency88
  • Financial Service; Legal Service; Business Service64
  • Financial Service26
  • Insurance Agency; Financial Service; Legal Service20

Area codes

  • (408)610
  • (669)21
  • (650)8
  • (800)8
  • (415)7
  • (888)7
Playbook

How to sell to financial advisors in San Jose

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 Jose financial advisors leads

How many financial advisors and lenders in San Jose, CA are in the database?
696 financial advisors and lenders in San Jose, CA, as of October 2026. 696 of them have a phone number and 196 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 Jose list of 696 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, CASacramento, CAFresno, CALong Beach, CARiverside, CABakersfield, CAAll financial advisors and lenders →

Other businesses in San Jose

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Start calling San Jose financial advisors today

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