Financial advisors and lenders · California

Financial advisors and lenders in Walnut Creek, CA

384 financial advisors in Walnut Creek with phone numbers, 94 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Walnut Creek list freeSee a sample
384
businesses
100%
have a phone number
24%
have an email address (94)
—
average Google rating
Sample

A sample of financial advisors and lenders in Walnut Creek

Twelve of the 384 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Spencer Legal Investigations Walnut CreekFinancial Planner—Yes(510) •••-••••Available
Tax Assistance Group - ConcordFinancial Service; Legal Service—Yes(925) •••-••••Available
The PMI Group, Inc.Financial Service; Legal Service—Yes(925) •••-••••Available
Gsf AdvisorsFinancial Planner—Yes(925) •••-••••Available
Joline Banks - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(925) •••-••••Available
Gemmer Asset ManagementFinancial Planner—Yes(925) •••-••••Available
State Farm: John PomaFinancial Service; Legal Service—Yes(925) •••-••••Available
Marble Bridge Funding GroupFinancial Service; Legal Service—Yes(925) •••-••••Available
Right Trac Financial GroupLoans Agency—Yes(925) •••-••••Available
The McKeane Team - RE/MAX AccordReal Estate Agency; Financial Service; Legal Service—Yes(925) •••-••••Available
Marble Bridge Funding Group, Inc.Loans Agency—Yes(925) •••-••••Available
Demi Michelle Medeiros - Preferred RateFinancial Service; Legal Service—Yes(916) •••-••••Available

Showing 12 of 384. Data refreshed October 2026.

The market

What Walnut Creek'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; 384 have no rating yet — prime prospects for review and reputation services.
59 (15%) 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 Service136
  • Financial Planner90
  • Financial Service; Legal Service; Business Service63
  • Loans Agency42
  • Financial Service13
  • Business Service; Financial Service; Legal Service11

Area codes

  • (925)339
  • (415)16
  • (510)9
  • (800)4
  • (877)2
  • (714)2
Playbook

How to sell to financial advisors in Walnut Creek

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 Walnut Creek financial advisors leads

How many financial advisors and lenders in Walnut Creek, CA are in the database?
384 financial advisors and lenders in Walnut Creek, CA, as of October 2026. 384 of them have a phone number and 94 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 Walnut Creek list of 384 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 Walnut Creek

RestaurantsSalons and spasAuto repair shopsReal estate officesConsultantsEverything in Walnut Creek →

Start calling Walnut Creek financial advisors today

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

Get these leads freeSee pricing