Financial advisors and lenders · California

Financial advisors and lenders in Santa Monica, CA

168 financial advisors in Santa Monica with phone numbers, 51 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Santa Monica list freeSee a sample
168
businesses
100%
have a phone number
30%
have an email address (51)
—
average Google rating
Sample

A sample of financial advisors and lenders in Santa Monica

Twelve of the 168 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Parrish ReportingFinancial Service; Legal Service—Yes(310) •••-••••Available
Cron, Israels, & StarkFinancial Service; Legal Service; Structure—Yes(310) •••-••••Available
Mjm Investment Co.Financial Service; Legal Service—Yes(310) •••-••••Available
Express Financial & Insurance Services Inc.Financial Service; Legal Service; Insurance Agency—Yes(310) •••-••••Available
Gold Trust FinancialFinancial Service; Legal Service—Yes(800) •••-••••Available
California Window CleaningFinancial Service; Legal Service—Yes(310) •••-••••Available
Access BookkeepingFinancial Service; Legal Service—Yes(973) •••-••••Available
Greene Group FinancialFinancial Service; Legal Service—Yes(310) •••-••••Available
Nessel Homes - Berkshire HathawayReal Estate Agency; Financial Service; Legal Service—Yes(310) •••-••••Available
Metz FinancialFinancial Planner—Yes(310) •••-••••Available
Easy Auto Title LoansFinancial Service; Legal Service—Yes(424) •••-••••Available
Kassan Pitzer Weiss LLPFinancial Service; Legal Service—Yes(310) •••-••••Available

Showing 12 of 168. Data refreshed October 2026.

The market

What Santa Monica'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; 168 have no rating yet — prime prospects for review and reputation services.
42 (25%) have no website listed — a ready-made list for web design and SEO offers.
18% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service68
  • Financial Planner44
  • Loans Agency14
  • Financial Service; Legal Service; Business Service11
  • Law Office; Financial Service; Legal Service7
  • Financial Service6

Area codes

  • (310)131
  • (424)9
  • (800)7
  • (323)4
  • (877)3
  • (213)3
Playbook

How to sell to financial advisors in Santa Monica

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 Monica financial advisors leads

How many financial advisors and lenders in Santa Monica, CA are in the database?
168 financial advisors and lenders in Santa Monica, CA, as of October 2026. 168 of them have a phone number and 51 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 Monica list of 168 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 Monica

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesMarketing agenciesConsultantsSoftware companiesEverything in Santa Monica →

Start calling Santa Monica financial advisors today

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

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