Financial advisors and lenders · California

Financial advisors and lenders in Santa Barbara, CA

226 financial advisors in Santa Barbara with phone numbers, 78 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Santa Barbara list freeSee a sample
226
businesses
100%
have a phone number
35%
have an email address (78)
—
average Google rating
Sample

A sample of financial advisors and lenders in Santa Barbara

Twelve of the 226 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Founders Capital PartnersFinancial Planner—Yes(805) •••-••••Available
True Wealth ManagementFinancial Service; Legal Service—Yes(805) •••-••••Available
Bankers FinancialFinancial Planner—Yes(805) •••-••••Available
Filippini Wealth ManagementFinancial Planner—Yes(805) •••-••••Available
The Bottom LineFinancial Service; Legal Service—Yes(805) •••-••••Available
PayJunctionFinancial Service; Legal Service; Office—Yes(800) •••-••••Available
Peritus Asset ManagementFinancial Planner—Yes(805) •••-••••Available
McAdams Financial ServicesLoans Agency—Yes(805) •••-••••Available
Michele Herrera at CrossCountry MortgageLoans Agency—Yes(805) •••-••••Available
Richard I. Fine & AssociatesBusiness Service; Law Office; Financial Service—Yes(310) •••-••••Available
AccountixFinancial Service; Legal Service—Yes(805) •••-••••Available
Edward Jones - Financial Advisor: Christopher J LuxfordFinancial Service; Legal Service—Yes(805) •••-••••Available

Showing 12 of 226. Data refreshed October 2026.

The market

What Santa Barbara'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; 226 have no rating yet — prime prospects for review and reputation services.
45 (20%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service88
  • Financial Planner57
  • Loans Agency26
  • Financial Service; Legal Service; Business Service18
  • Financial Service9
  • Law Office; Financial Service; Legal Service6

Area codes

  • (805)213
  • (800)3
  • (310)2
  • (714)1
  • (404)1
  • (866)1
Playbook

How to sell to financial advisors in Santa Barbara

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 Barbara financial advisors leads

How many financial advisors and lenders in Santa Barbara, CA are in the database?
226 financial advisors and lenders in Santa Barbara, CA, as of October 2026. 226 of them have a phone number and 78 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 Barbara list of 226 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 Barbara

RestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesHotels and innsMarketing agenciesConsultantsEverything in Santa Barbara →

Start calling Santa Barbara financial advisors today

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

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