List of Financial planners in San Francisco
There are 1796 Financial planners in San Francisco as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 821 Financial planners which is 45.71% of all Financial planners in San Francisco are single-owner operations, while the remaining 975 which is 54.29% are part of larger brands. Average age of Financial planners in San Francisco is 6 years and 6 months.Financial planners are also establishing a strong digital presence across various platforms: 943 have LinkedIn profiles, 608 have Facebook Pages, 369 are active on Instagram, 716 have X (formerly Twitter) handles, 6 are on TikTok, and 509 have YouTube channels. About 1485 Financial planners have their own website and the remaining 311 don’t have their own website.
- 1796
Number of Financial planners
- 442
Email addresses
- 1752
Phone numbers
- 1485
With Websites
- 943
LinkedIn Profiles
- 608
Facebook Profiles
- 369
Instagram Handles
- 716
X Handles
- 6
TikTok Profiles
- 509
YouTube Channels
Download list of Financial planners in San Francisco
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America (with Drive-thru ATM) | Address | San Francisco | California | United States | Phone | 21 | 2.3 | Link | ||||||
| Valley Oak Wealth Management | Address | San Francisco | California | United States | Phone | 13 | 5 | Link | ||||||
| LampPost Planning | Address | San Francisco | California | United States | Phone | 15 | 5 | Link | ||||||
| Jeanette Garretty, Robertson Stephens | Address | San Francisco | California | United States | Phone | 0 | 0 | Link | ||||||
| Danny Rozansky, Robertson Stephens | Address | San Francisco | California | United States | Phone | 1 | 5 | Link | ||||||
| Michael Zaninovich, Robertson Stephens | Address | San Francisco | California | United States | Phone | 0 | 0 | Link | ||||||
| Bank of America Financial Center | Address | San Francisco | California | United States | Phone | 21 | 3 | Link | ||||||
| Bank of America Financial Center | Address | San Francisco | California | United States | Phone | 50 | 2.6 | Link | ||||||
| Bank of America Financial Center | Address | San Francisco | California | United States | Phone | 13 | 2.9 | Link | ||||||
| Bank of America Financial Center | Address | San Francisco | California | United States | Phone | 17 | 3.3 | Link |
[
{
"name": "Bank of America (with Drive-thru ATM)",
"address": "30**********",
"phone": "********7590",
"email": "he**********@ml****",
"lat": 38.0195075,
"lng": -122.535838,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 2.3,
"rating_count": 21,
"category_name": "Financial planners,Financial consultants,Banks"
},
{
"name": "Valley Oak Wealth Management",
"address": "2 **********",
"phone": "********4439",
"email": "in**@va**********",
"lat": 38.1142389,
"lng": -122.5683112,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 5,
"rating_count": 13,
"category_name": "Financial planners,Insurance agencies,Banking and finances"
},
{
"name": "LampPost Planning",
"address": "20**********",
"phone": "********4000",
"email": "ad****@la**********",
"lat": 37.7882697,
"lng": -122.1439949,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 5,
"rating_count": 15,
"category_name": "Financial planners"
},
{
"name": "Jeanette Garretty, Robertson Stephens",
"address": "15**********",
"phone": "********6819",
"email": "in**@rs**********",
"lat": 37.4575084,
"lng": -122.1901696,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners,Financial consultants"
},
{
"name": "Danny Rozansky, Robertson Stephens",
"address": "15**********",
"phone": "********6820",
"email": "in**@rs**********",
"lat": 37.4575084,
"lng": -122.1901696,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial consultants,Financial planners,Investment services"
},
{
"name": "Michael Zaninovich, Robertson Stephens",
"address": "15**********",
"phone": "********6820",
"email": "in**@rs**********",
"lat": 37.4575084,
"lng": -122.1901696,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Investment services,Financial planners"
},
{
"name": "Bank of America Financial Center",
"address": "20**********",
"phone": "********4850",
"email": "de**********@ml****",
"lat": 37.512217,
"lng": -122.2928397,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 3,
"rating_count": 21,
"category_name": "Financial planners,Financial consultants,Banks"
},
{
"name": "Bank of America Financial Center",
"address": "55**********",
"phone": "********4000",
"email": "tz**********@ml****",
"lat": 37.6030407,
"lng": -122.3950025,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 2.6,
"rating_count": 50,
"category_name": "Banks,Financial planners,Financial consultants"
},
{
"name": "Bank of America Financial Center",
"address": "10**********",
"phone": "********8710",
"email": "an*********@ml****",
"lat": 37.7427946,
"lng": -122.4770192,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 2.9,
"rating_count": 13,
"category_name": "Banks,Financial planners,Financial consultants"
},
{
"name": "Bank of America Financial Center",
"address": "1 **********",
"phone": "********0278",
"email": "me**********@ml****",
"lat": 37.7940709,
"lng": -122.3951142,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "San Francisco",
"star_count": 3.3,
"rating_count": 17,
"category_name": "Banks,Financial planners,Financial consultants"
}
]Loading...
How SmartScrapers Data Can Help You
SmartScrapers provides robust data solutions for businesses aiming to connect with Financial planners across various channels. Whether you need a Financial planners email list in San Francisco or a Financial planners IG profile list in San Francisco, our comprehensive database empowers you to create targeted outreach strategies. Below are the key ways our data can give you a competitive edge:
Email Marketing
With our Financial planners email list in San Francisco, you can personalize your campaigns to resonate with owners, managers, and key decision-makers. This direct line of communication allows you to showcase promotions, introduce new products, or share relevant updates that drive engagement and conversions.
Cold Calling
Having a reliable Financial planners phone list in San Francisco is essential for immediate and personalized conversations. SmartScrapers’ database provides verified contacts that help you quickly connect with the right people, saving you time and increasing your success rate with telephone outreach.
Mail Campaigns
Traditional mail still has its place in today’s digital world. Tap into our Financial planners mailing list in San Francisco to send catalogs, brochures, or promotional offers directly to physical addresses. This tangible approach can cut through online clutter and create a lasting impression.
Instagram DM Outreach
Reach a visually driven audience using our Financial planners IG profile list in San Francisco.
LinkedIn Outreach
If you’re seeking professional connections, our Financial planners LinkedIn profile list in San Francisco is your gateway to building meaningful B2B relationships. Connect with owners, general managers, and marketing leaders on LinkedIn to propose partnerships, pitch your services, or explore collaborative opportunities.
Facebook Message Outreach
Leverage the ubiquity of Facebook to engage Financial planners on a platform familiar to millions of users. Our Financial planners Facebook profile list in San Francisco allows you to initiate conversations through Facebook Messenger, share targeted ads, and gain valuable insights from user interactions.
By integrating these strategies, you’ll maximize your reach and ensure that your brand stands out in a crowded marketplace. SmartScrapers’ data makes it easier to connect with the right Financial planners, at the right time, through the right channel.
Target Financial planners on Paid Channels
You can also leverage the SmartScrapers database to create custom audiences on leading advertising platforms. By uploading our Financial planners email list in San Francisco, Financial planners phone list in San Francisco, or other relevant data, you can run highly targeted campaigns to reach Financial planners more effectively. Here’s how to target Financial planners on Facebook Ads, Instagram Ads, Google Ads, and YouTube:
Facebook Ads
Wondering how to target Financial planners on Facebook Ads? Simply upload your Financial planners contact list as a custom audience in Facebook Ads Manager. From there, you can create campaigns that speak directly to Financial planners owners and managers, ensuring your ads appear in front of the most relevant audience. You can also build lookalike audiences to expand your reach to similar prospects.
Instagram Ads
Wondering how to target Financial planners on Instagram Ads? Since Instagram shares its Ads Manager with Facebook, you can follow a similar process by uploading your Financial planners data. This allows you to place engaging visuals, Stories ads, or Reels ads directly in front of key decision-makers who frequently browse Instagram for the latest trends and collaborations.
Google Ads
If you’re exploring how to target Financial planners on Google Ads, you can upload your SmartScrapers’ list as a Customer Match audience in Google Ads. This makes it possible to show highly relevant display ads, text ads, or even shopping ads (if applicable) to Financial planners contacts. Additionally, you can build Similar Audiences based on your data to reach new, but similar, Financial planners leads.
YouTube
When figuring out how to target Financial planners on YouTube, use Google Ads’ video campaign features. By importing your custom audience list, you can display pre-roll or in-stream ads that speak directly to Financial planners professionals. This high-impact platform allows you to showcase compelling video content that resonates with a visually oriented audience.
By integrating custom audiences and leveraging the right messaging, you’ll create highly focused campaigns that appeal to Financial planners owners and managers. Whether you’re advertising on Facebook, Instagram, Google, or YouTube, SmartScrapers’ data helps you reach the right people, at the right time, with the right message.
How many Financial planners are there in San Francisco?
There are a total of 1796 Financial planners in San Francisco as of October 15, 2025.
List of Financial planners in San Francisco with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
TikTok Profiles
YouTube Channels
Download sales qualified leads of Financial planners in the San Francisco
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in San Francisco with/without Website
Download the list of Financial planners in San Francisco as of October 15, 2025 with and without website information.
Number of Financial planners in San Francisco with website
Number of Financial planners in San Francisco without website
List of Financial planners in San Francisco By Ratings
Download the data of the number of star-rated Financial planners in San Francisco as of October 15, 2025.
Number of 1 star-rated Financial planners in San Francisco
Number of 2 star-rated Financial planners in San Francisco
Number of 3 star-rated Financial planners in San Francisco
Number of 4 star-rated Financial planners in San Francisco
Number of 5 star-rated Financial planners in San Francisco
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