Financial advisors and lenders · California

Financial advisors and lenders in Santa Rosa, CA

265 financial advisors in Santa Rosa with phone numbers, 96 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Santa Rosa list freeSee a sample
265
businesses
100%
have a phone number
36%
have an email address (96)
—
average Google rating
Sample

A sample of financial advisors and lenders in Santa Rosa

Twelve of the 265 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Simas & AssociatesLaw Office; Financial Service; Legal Service—Yes(707) •••-••••Available
Law Offices of Brian BartaFinancial Service; Legal Service—Yes(707) •••-••••Available
Henderson LawMiscellaneous Store; Financial Service; Legal Service—Yes(707) •••-••••Available
Barber Insurance AgencyInsurance Agency; Financial Service; Legal Service—Yes(707) •••-••••Available
American Ag CreditLoans Agency—Yes(707) •••-••••Available
Jim SheetsFinancial Service; Legal Service—Yes(707) •••-••••Available
Edward Jones - Financial Advisor: Kim I Murphy, AAMS®Financial Service; Legal Service—Yes(707) •••-••••Available
Bob Heisler, EAFinancial Service; Legal Service—Yes(707) •••-••••Available
David Kitchen - Aflac Insurance AgentFinancial Service; Legal Service—Yes(707) •••-••••Available
Pacific AdvisorsFinancial Planner; Retirement Home—Yes(707) •••-••••Available
Sonoma County Wealth AdvisorsFinancial Service; Legal Service—Yes(707) •••-••••Available
Young ChristopherFinancial Planner—Yes(707) •••-••••Available

Showing 12 of 265. Data refreshed October 2026.

The market

What Santa Rosa'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; 265 have no rating yet — prime prospects for review and reputation services.
38 (14%) have no website listed — a ready-made list for web design and SEO offers.
31% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service122
  • Loans Agency38
  • Financial Service; Legal Service; Business Service32
  • Financial Planner29
  • Law Office; Financial Service; Legal Service9
  • Financial Service8

Area codes

  • (707)253
  • (800)4
  • (415)2
  • (877)2
  • (866)1
  • (626)1
Playbook

How to sell to financial advisors in Santa Rosa

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 Rosa financial advisors leads

How many financial advisors and lenders in Santa Rosa, CA are in the database?
265 financial advisors and lenders in Santa Rosa, CA, as of October 2026. 265 of them have a phone number and 96 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 Rosa list of 265 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 Rosa

RestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesVets and pet businessesMarketing agenciesConsultantsEverything in Santa Rosa →

Start calling Santa Rosa financial advisors today

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

Get these leads freeSee pricing