Financial advisors and lenders · California

Financial advisors and lenders in San Mateo, CA

152 financial advisors in San Mateo with phone numbers, 55 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the San Mateo list freeSee a sample
152
businesses
100%
have a phone number
36%
have an email address (55)
—
average Google rating
Sample

A sample of financial advisors and lenders in San Mateo

Twelve of the 152 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Dragon Financial GroupFinancial Service; Legal Service—Yes(650) •••-••••Available
Oportun HeadquartersFinancial Service; Legal Service—Yes(650) •••-••••Available
Alcala Law FirmLaw Office; Financial Service; Legal Service—Yes(650) •••-••••Available
Inventus Capital PartnersFinancial Service; Legal Service—Yes(650) •••-••••Available
Christina Carter Tax ServiceFinancial Service; Legal Service—Yes(650) •••-••••Available
Fuller & Thaler Asset ManagementFinancial Planner—Yes(650) •••-••••Available
401(k) & 403(b) Fiduciary AdvisorsFinancial Planner—Yes(650) •••-••••Available
Baymark FinancialLoans Agency—Yes(650) •••-••••Available
Chauvel & Glatt, LLPFinancial Service; Legal Service—Yes(650) •••-••••Available
Summit Financial AdvisorsFinancial Service; Legal Service—Yes(800) •••-••••Available
Sadler Carolyn J FiduciaryFinancial Planner—Yes(650) •••-••••Available
Hl Financial GroupFinancial Planner—Yes(650) •••-••••Available

Showing 12 of 152. Data refreshed October 2026.

The market

What San Mateo'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; 152 have no rating yet — prime prospects for review and reputation services.
29 (19%) 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 Service56
  • Financial Planner38
  • Loans Agency26
  • Financial Service; Legal Service; Business Service12
  • Real Estate Agency; Financial Service; Legal Service4
  • Financial Service3

Area codes

  • (650)138
  • (415)5
  • (800)4
  • (818)1
  • (408)1
  • (971)1
Playbook

How to sell to financial advisors in San Mateo

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 Mateo financial advisors leads

How many financial advisors and lenders in San Mateo, CA are in the database?
152 financial advisors and lenders in San Mateo, CA, as of October 2026. 152 of them have a phone number and 55 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 Mateo list of 152 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 San Mateo

HVAC companiesPlumbing companiesElectrical contractorsConstruction companiesLandscaping companiesPainting companiesCleaning companiesRestaurantsCafes and bakeriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesSoftware companiesEverything in San Mateo →

Start calling San Mateo financial advisors today

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

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