Financial advisors and lenders · California

Financial advisors and lenders in San Rafael, CA

142 financial advisors in San Rafael with phone numbers, 46 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the San Rafael list freeSee a sample
142
businesses
100%
have a phone number
32%
have an email address (46)
—
average Google rating
Sample

A sample of financial advisors and lenders in San Rafael

Twelve of the 142 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Wealth PlusFinancial Planner—Yes(415) •••-••••Available
Maier Law GroupFinancial Service; Legal Service—Yes(415) •••-••••Available
California Mortgage AdvisorsLoans Agency—Yes(415) •••-••••Available
Gateway FinancialFinancial Planner—Yes(415) •••-••••Available
SYNLawn Bay AreaFinancial Service; Legal Service—Yes(415) •••-••••Available
Elwell, Cindy CEO - Divorce With Dignity-MarinFinancial Service; Legal Service; Law Office—Yes(415) •••-••••Available
Jocelyn Pension ConsultingFinancial Planner—Yes(415) •••-••••Available
Kcm Investment AdvisorsFinancial Planner—Yes(415) •••-••••Available
Putney Financial GroupFinancial Planner—Yes(415) •••-••••Available
American Investors Co.Financial Planner—Yes(415) •••-••••Available
Law Office of John Stanko, Inc.Law Office; Financial Service; Legal Service—Yes(415) •••-••••Available
Annadel CapitalFinancial Planner—Yes(415) •••-••••Available

Showing 12 of 142. Data refreshed October 2026.

The market

What San Rafael'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; 142 have no rating yet — prime prospects for review and reputation services.
27 (19%) 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 Service63
  • Financial Planner25
  • Financial Service; Legal Service; Business Service21
  • Loans Agency16
  • Financial Service4
  • Law Office; Financial Service; Legal Service3

Area codes

  • (415)131
  • (800)3
  • (628)2
  • (707)2
  • (510)1
  • (888)1
Playbook

How to sell to financial advisors in San Rafael

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 Rafael financial advisors leads

How many financial advisors and lenders in San Rafael, CA are in the database?
142 financial advisors and lenders in San Rafael, CA, as of October 2026. 142 of them have a phone number and 46 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 Rafael list of 142 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 Rafael

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in San Rafael →

Start calling San Rafael financial advisors today

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

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