Financial advisors and lenders · California

Financial advisors and lenders in Santa Ana, CA

410 financial advisors in Santa Ana with phone numbers, 113 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Santa Ana list freeSee a sample
410
businesses
100%
have a phone number
28%
have an email address (113)
—
average Google rating
Sample

A sample of financial advisors and lenders in Santa Ana

Twelve of the 410 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Consumer Credit Counseling Service of Orange CountyFinancial Service; Legal Service—Yes(714) •••-••••Available
Tax Solutions GroupFinancial Service; Legal Service—Yes(800) •••-••••Available
David L Scarbrough, CPA & CompanyFinancial Service; Legal Service—Yes(714) •••-••••Available
The Law Offices Of Sood & Sood, APLCLaw Office; Financial Service; Legal Service—Yes(714) •••-••••Available
Law Offices of Paul C SuppleFinancial Service; Legal Service—Yes(714) •••-••••Available
Linh HuaFinancial Service; Legal Service—Yes(858) •••-••••Available
Watermark Home LoansLoans Agency—Yes(949) •••-••••Available
Action Paralegal CenterLaw Office; Financial Service; Legal Service—Yes(714) •••-••••Available
Shield Litigation LLP - Car Accident AttorneysFinancial Service; Legal Service; Law Office—Yes(714) •••-••••Available
Ogi Mortgage BankersLoans Agency—Yes(714) •••-••••Available
Penaloza Insurance ServicesFinancial Service; Legal Service—Yes(714) •••-••••Available
The Law Offices of Joshua P ViscoFinancial Service; Legal Service—Yes(714) •••-••••Available

Showing 12 of 410. Data refreshed October 2026.

The market

What Santa Ana'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; 410 have no rating yet — prime prospects for review and reputation services.
141 (34%) have no website listed — a ready-made list for web design and SEO offers.
21% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service146
  • Loans Agency96
  • Financial Planner82
  • Financial Service27
  • Law Office; Financial Service; Legal Service14
  • Financial Service; Legal Service; Business Service11

Area codes

  • (714)271
  • (949)57
  • (888)20
  • (800)16
  • (657)12
  • (844)6
Playbook

How to sell to financial advisors in Santa Ana

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 Santa Ana financial advisors leads

How many financial advisors and lenders in Santa Ana, CA are in the database?
410 financial advisors and lenders in Santa Ana, CA, as of October 2026. 409 of them have a phone number and 113 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 Santa Ana list of 410 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 Santa Ana

Construction companiesCleaning companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasAuto repair shopsCar dealershipsReal estate officesInsurance agenciesAccounting firmsIT service companiesMarketing agenciesConsultantsEverything in Santa Ana →

Start calling Santa Ana financial advisors today

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

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