Financial advisors and lenders · California

Financial advisors and lenders in Santa Clara, CA

115 financial advisors in Santa Clara with phone numbers, 33 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Santa Clara list freeSee a sample
115
businesses
100%
have a phone number
29%
have an email address (33)
—
average Google rating
Sample

A sample of financial advisors and lenders in Santa Clara

Twelve of the 115 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Amita Realty & Prima Loan ServiceFinancial Service—Yes(408) •••-••••Available
ErateLoans Agency—Yes(408) •••-••••Available
Matrix Insurance AgencyFinancial Service; Legal Service—Yes(408) •••-••••Available
James M. Babcock CPAFinancial Service; Legal Service—Yes(408) •••-••••Available
Bhuiyan & AssociatesFinancial Service; Legal Service—Yes(408) •••-••••Available
Nagano & Morita LLPFinancial Service; Legal Service; Office—Yes(408) •••-••••Available
Happy Investments, Inc. Santa Clara CAFinancial Service; Legal Service—Yes(669) •••-••••Available
NRI Tax GroupFinancial Service; Legal Service—Yes(408) •••-••••Available
Bayside Patrol & InvestigationsFinancial Planner—Yes(408) •••-••••Available
Dawson James SecuritiesFinancial Planner—Yes(408) •••-••••Available
Sooter Consulting Inc.Financial Service; Legal Service—Yes(408) •••-••••Available
HjpcFinancial Planner—Yes(408) •••-••••Available

Showing 12 of 115. Data refreshed October 2026.

The market

What Santa Clara'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; 115 have no rating yet — prime prospects for review and reputation services.
27 (23%) 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 Service41
  • Financial Planner25
  • Loans Agency19
  • Financial Service6
  • Financial Service; Legal Service; Business Service6
  • Insurance Agency; Financial Service; Legal Service4

Area codes

  • (408)96
  • (650)8
  • (669)5
  • (800)1
  • (832)1
  • (844)1
Playbook

How to sell to financial advisors in Santa Clara

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 Clara financial advisors leads

How many financial advisors and lenders in Santa Clara, CA are in the database?
115 financial advisors and lenders in Santa Clara, CA, as of October 2026. 115 of them have a phone number and 33 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 Clara list of 115 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 Clara

RestaurantsCafes and bakeriesSalons and spasAuto repair shopsReal estate officesIT service companiesConsultantsSoftware companiesEverything in Santa Clara →

Start calling Santa Clara financial advisors today

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

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