Financial advisors and lenders · California

Financial advisors and lenders in Sherman Oaks, CA

158 financial advisors in Sherman Oaks with phone numbers, 44 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Sherman Oaks list freeSee a sample
158
businesses
100%
have a phone number
28%
have an email address (44)
—
average Google rating
Sample

A sample of financial advisors and lenders in Sherman Oaks

Twelve of the 158 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Premier Financial ConsultantsBusiness Service; Financial Service; Legal Service—Yes(818) •••-••••Available
Aware Insurance ServicesFinancial Service; Legal Service; Insurance Agency—Yes(818) •••-••••Available
Fortress Gold GroupBusiness Service; Financial Service; Legal Service—Yes(800) •••-••••Available
Wadhwani & ShanfeldFinancial Service; Legal Service—Yes(818) •••-••••Available
SecurCapitalFinancial Service—Yes(818) •••-••••Available
Ross Howell SobelFinancial Service; Legal Service—Yes(310) •••-••••Available
AG Accounting & Tax ServicesFinancial Service; Legal Service—Yes(818) •••-••••Available
Omega MarketingFinancial Service—Yes(818) •••-••••Available
Collective IntelligenceFinancial Planner; Organization—Yes(818) •••-••••Available
Woodbridge WealthFinancial Service; Legal Service—Yes(866) •••-••••Available
Robert Bazoo | Executive Realty & FinanceLoans Agency—Yes(818) •••-••••Available
Realworks LendingLoans Agency—Yes(818) •••-••••Available

Showing 12 of 158. Data refreshed October 2026.

The market

What Sherman Oaks'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; 158 have no rating yet — prime prospects for review and reputation services.
40 (25%) have no website listed — a ready-made list for web design and SEO offers.
19% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service53
  • Loans Agency31
  • Financial Planner28
  • Financial Service; Legal Service; Business Service15
  • Financial Service8
  • Financial Service; Legal Service; Insurance Agency6

Area codes

  • (818)118
  • (323)6
  • (800)5
  • (877)4
  • (310)4
  • (888)3
Playbook

How to sell to financial advisors in Sherman Oaks

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 Sherman Oaks financial advisors leads

How many financial advisors and lenders in Sherman Oaks, CA are in the database?
158 financial advisors and lenders in Sherman Oaks, CA, as of October 2026. 158 of them have a phone number and 44 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 Sherman Oaks list of 158 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

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Other businesses in Sherman Oaks

Construction companiesLaw firmsMedical clinicsRestaurantsSalons and spasReal estate officesMarketing agenciesEverything in Sherman Oaks →

Start calling Sherman Oaks financial advisors today

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

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