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List of Financial planners in California

There are 14825 Financial planners in California as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 5835 Financial planners which is 39.36% of all Financial planners in California are single-owner operations, while the remaining 8990 which is 60.64% are part of larger brands. The top three cities with the most Financial planners are Los Angeles with 3538 Financial planners, San Francisco with 1796 Financial planners, San Diego with 1554 Financial planners. Average age of Financial planners in California is 6 years and 6 months.

Financial planners are also establishing a strong digital presence across various platforms: 7607 have LinkedIn profiles, 5891 have Facebook Pages, 3198 are active on Instagram, 6191 have X (formerly Twitter) handles, 66 are on TikTok, and 4161 have YouTube channels. About 12523 Financial planners have their own website and the remaining 2302 don’t have their own website.

  • 5891

    Facebook Profiles

  • 3198

    Instagram Handles

  • 6191

    X Handles

  • 66

    TikTok Profiles

  • 4161

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial planners in California

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.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
Romel Hernandez, Financial Professional - New York LifeAddressRiversideCaliforniaUnited StatesEmailPhone00Link
First Command Financial Advisor - Jonathan ZermenoAddressGarden GroveCaliforniaUnited StatesEmailPhone00Link
Envisage Wealth - Ameriprise Financial Services, LLCAddressLos AngelesCaliforniaUnited StatesEmailPhone00Link
Angela Croom, Licensed Agent - New York LifeAddressIndioCaliforniaUnited StatesEmailPhone00Link
First Command Financial Advisor - Jeff KimAddressGarden GroveCaliforniaUnited StatesEmailPhone15Link
Empirical Wealth ManagementAddressIrvineCaliforniaUnited StatesEmailPhone15Link
Christine Shepherd - Financial Advisor, Ameriprise Financial Services, LLCAddressTustinCaliforniaUnited StatesEmailPhone00Link
First Command Financial Advisor - Joe KnutsenAddressGarden GroveCaliforniaUnited StatesEmailPhone25Link
Wedbush SecuritiesAddressLos AngelesCaliforniaUnited StatesEmailPhone00Link
First Command Financial Advisor - Grant GundersonAddressSan DiegoCaliforniaUnited StatesEmailPhone00Link
[
  {
    "name": "Romel Hernandez, Financial Professional - New York Life",
    "address": "42**********",
    "phone": "********8813",
    "email": "rh*********@ft**********",
    "lat": 33.9024077,
    "lng": -117.4963698,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Riverside",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Life insurance agencies,Financial planners"
  },
  {
    "name": "First Command Financial Advisor - Jonathan Zermeno",
    "address": "12**********",
    "phone": "********8070",
    "email": "JZ******@fi**********",
    "lat": 33.782794,
    "lng": -117.8978358,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Garden Grove",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Envisage Wealth - Ameriprise Financial Services, LLC",
    "address": "24**********",
    "phone": "********6675",
    "email": "en**********@am******",
    "lat": 34.1522463,
    "lng": -118.6494762,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Los Angeles",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Angela Croom, Licensed Agent - New York Life",
    "address": "79**********",
    "phone": "********1400",
    "email": "ar*****@ft**********",
    "lat": 33.7801402,
    "lng": -116.2721481,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Indio",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Life insurance agencies"
  },
  {
    "name": "First Command Financial Advisor - Jeff Kim",
    "address": "12**********",
    "phone": "********8070",
    "email": "JJ***@fi**********",
    "lat": 33.7828073,
    "lng": -117.8978547,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Garden Grove",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Empirical Wealth Management",
    "address": "4 **********",
    "phone": "********1780",
    "email": "in**@em**********",
    "lat": 33.6782262,
    "lng": -117.8378283,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Irvine",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial consultants,Tax consultants,Financial planners"
  },
  {
    "name": "Christine Shepherd - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "14**********",
    "phone": "********9766",
    "email": "Ch**********@am******",
    "lat": 33.7492573,
    "lng": -117.8132593,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Tustin",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "First Command Financial Advisor - Joe Knutsen",
    "address": "12**********",
    "phone": "********8070",
    "email": "JC*******@fi**********",
    "lat": 33.7827918,
    "lng": -117.8978057,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Garden Grove",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners"
  },
  {
    "name": "Wedbush Securities",
    "address": "21**********",
    "phone": "********8000",
    "email": "jo**********@we*********",
    "lat": 33.8850889,
    "lng": -118.4104686,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Los Angeles",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "First Command Financial Advisor - Grant Gunderson",
    "address": "41**********",
    "phone": "********8300",
    "email": "GG********@fi**********",
    "lat": 33.2126121,
    "lng": -117.2888446,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Diego",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  }
]

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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 California or a Financial planners IG profile list in California, 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 California, 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 California 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 California 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 California.

LinkedIn Outreach

If you’re seeking professional connections, our Financial planners LinkedIn profile list in California 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 California 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 California, Financial planners phone list in California, 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.

Number of Financial planners locations by each city/area

City/AreaPopulationNumber Of Financial planners
Los Angeles 3.90M3538
San Francisco 864.82K1796
San Diego 1.39M1554
San Jose 1.03M888
Sacramento 490.71K736
Newport Beach 87.13K418
Irvine 256.93K366
Walnut Creek 68.91K220
Fresno 520.05K219
Thousand Oaks 129.34K188
Santa Rosa 174.97K173
Santa Barbara 91.84K169
Ontario 171.21K148
Murrieta 109.83K146
San Bernardino 216.11K142
Riverside 322.42K136
Huntington Beach 201.90K110
Bakersfield 373.64K104
Monterey 28.34K103
Stockton 305.66K99
Brea 41.94K98
Pleasanton 79.51K98
Modesto 211.27K93
Oxnard 207.25K89
Costa Mesa 113.20K87
Contra Costa Centre 5.36K79
Tustin 80.58K76
Redding 91.58K74
San Ramon 76.13K72
Napa 80.43K68
Rossmoor 10.24K68
San Luis Obispo 47.34K68
Santa Cruz 64.22K64
Laguna Niguel 65.81K61
Orange 140.99K56
Visalia 130.10K56
Indian Wells 5.29K54
Chico 121.34K53
Anaheim 350.74K52
Santa Ana 335.40K51
Santa Maria 105.09K50
Danville 44.40K49
Garden Grove 175.39K49
Laguna Hills 31.75K47
Palm Desert 51.87K47
Mission Viejo 97.16K46
Corona 164.23K43
Fullerton 140.85K41
Lodi 64.60K39
Simi Valley 126.79K38
Lafayette 25.84K35
Petaluma 60.44K35
Victorville 122.22K35
Arroyo Grande 18.11K34
Carmel-by-the-Sea 3.90K34
Fairfield 112.97K34
Salinas 157.38K32
Auburn 13.78K31
Placentia 52.49K31
El Dorado Hills 42.11K28
San Juan Capistrano 36.45K28
Woodland 58.57K28
Aliso Viejo 50.20K27
Camarillo 67.61K25
Concord 128.67K24
Merced 82.44K24
Turlock 72.29K23
Vacaville 96.80K23
Yuba City 66.94K23
Dana Point 34.18K22
Grass Valley 12.94K22
Palm Springs 47.37K22
Pleasant Hill 34.81K22
Yorba Linda 67.97K21
Atascadero 29.82K20
Davis 67.67K20
Morgan Hill 42.95K20
Acalanes Ridge 1.14K19
San Clemente 65.53K19
Lake Forest 82.49K18
Manteca 75.45K18
Los Alamitos 11.45K17
Orinda 19.28K16
Rancho Mirage 18.08K16
Vallejo 121.69K16
Alamo 14.57K15
Brentwood 58.97K15
Eureka 27.02K15
Tracy 87.08K15
Gilroy 53.23K14
Sonoma 11.04K14
Antioch 110.54K13
Dublin 57.72K13
Ramona 20.29K13
Blackhawk 9.35K12
Menifee 87.17K12
Saranap 5.20K12
Hanford 55.66K11
Laguna Woods 16.41K11
Sonora 4.82K11
Cathedral City 53.83K10
Eastvale 59.04K10
Livermore 88.13K10
Paso Robles 27.16K10
San Miguel 2.34K10
Truckee 16.30K10
Buena Park 83.27K8
Cameron Park 18.23K8
El Centro 43.96K8
Hemet 83.86K8
La Quinta 40.48K8
Lompoc 44.16K8
Porterville 56.06K8
Saint Helena 5.81K8
South Lake Tahoe 21.71K8
Tulare 62.31K8
Canyon Lake 11.08K7
East Hemet 17.42K7
Jackson 4.65K7
La Habra 62.13K7
La Palma 15.90K7
Laguna Beach 23.36K7
Oakhurst 2.83K7
Oroville 16.26K7
Ripon 15.15K7
Big Bear City 12.30K6
Fortuna 12.00K6
Half Moon Bay 12.66K6
Los Banos 37.46K6
Oakdale 22.26K6
Pacific Grove 15.67K6
Ukiah 15.92K6
Angels Camp 2.68K5
Bishop 3.81K5
Cypress 49.29K5
Dinuba 23.70K5
Fountain Valley 56.99K5
Hollister 37.46K5
Jurupa Valley 21.93K5
King City 13.90K5
Lakeport 4.81K5
Moraga 17.26K5
Moreno Valley 204.20K5
Norco 26.29K5
Paradise 26.48K5
Reedley 25.57K5
Stanton 38.87K5
Tehachapi 13.02K5
Villa Park 5.96K5
Fort Bragg 7.29K4
Galt 25.30K4
Indio 87.53K4
Madera 64.21K4
Patterson 21.50K4
Perris 74.97K4
Ridgecrest 28.78K4
Santa Paula 30.55K4
Shingle Springs 4.43K4
Solvang 5.74K4
Watsonville 53.63K4
Westminster 92.11K4
Yucaipa 53.33K4
Arcata 17.84K3
Banning 30.95K3
Barstow 23.69K3
Discovery Bay 13.35K3
Escalon 7.52K3
Ione 7.00K3
Lake Arrowhead 12.42K3
Lake Elsinore 61.98K3
Lake Isabella 3.47K3
Lower Lake 1.29K3
Mammoth Lakes 7.95K3
Red Bluff 14.13K3
Wasco 26.28K3
Willows 6.07K3
Yreka 7.60K3
Arvin 20.88K2
Beaumont 43.81K2
Bonny Doon 2.68K2
Carpinteria 13.73K2
Clayton 11.87K2
Cloverdale 8.81K2
Coachella 44.63K2
Colusa 5.93K2
Crescent City 6.77K2
Delano 52.73K2
Desert Hot Springs 28.34K2
Diamond Springs 11.04K2
Dixon 19.39K2
East Sonora 2.27K2
Elk Grove 166.91K2
Exeter 10.55K2
Gridley 6.58K2
Idyllwild 3.58K2
Kerman 14.47K2
Linden 1.78K2
Lockeford 3.23K2
Martinez 38.14K2
McKinleyville 15.18K2
Newman 10.90K2
Orland 7.55K2
Placerville 10.65K2
Rio Vista 8.35K2
Rosamond 18.15K2
San Jacinto 46.95K2
San Joaquin 4.02K2
Seaside 33.02K2
Selma 24.41K2
Shafter 18.34K2
Suisun 28.11K2
Valley Center 9.28K2
Willits 4.86K2
Angwin 3.05K1
Auburn Lake Trails 3.43K1
Berkeley 120.97K1
Borrego Springs 3.43K1
Brawley 25.90K1
Buckhorn 2.43K1
Buttonwillow 1.51K1
Byron 1.28K1
Calimesa 8.54K1
Calistoga 5.33K1
Carmel Valley Village 4.41K1
Caruthers 2.50K1
Castroville 6.48K1
Cayucos 2.59K1
Chowchilla 18.51K1
Coalinga 16.56K1
Columbia 2.30K1
Corcoran 22.48K1
Del Monte Forest 4.51K1
Dollar Point 1.22K1
Firebaugh 8.33K1
Forestville 3.29K1
Guerneville 4.53K1
Gustine 5.76K1
Happy Camp 1.19K1
Hayfork 2.37K1
Hilmar-Irwin 5.20K1
Ivanhoe 4.50K1
Joshua Tree 7.41K1
Kelseyville 3.35K1
Lake of the Pines 3.92K1
Los Olivos 1.13K1
Los Osos 14.28K1
Marin County -1
Marina 21.23K1
Middletown 1.32K1
Morro Bay 10.64K1
Mount Shasta 3.30K1
Oakley 39.81K1
Orosi 8.77K1
Parlier 15.14K1
Pittsburg 69.42K1
Pixley 3.31K1
Portola 1.90K1
Riverdale 3.15K1
San Andreas 2.78K1
Sanger 24.95K1
Santa Ynez 4.42K1
Taft 9.49K1
Tahoe Vista 1.43K1
Twentynine Palms 26.02K1
Walnut Grove 1.54K1
Waterford 8.82K1
Weaverville 3.60K1
Wheatland 3.73K1
Willow Creek 1.71K1

How many Financial planners are there in California?

There are a total of 14825 Financial planners in California as of October 15, 2025.

Number of Financial planners in California with Phone Number

14528

Number of Financial planners in California with Email

3620

List of Financial planners in California with Social Media Accounts

5891

Facebook Profiles

3198

Instagram Handles

7607

LinkedIn Profiles

6191

X Handles

66

TikTok Profiles

3

WhatsApp Numbers

4161

YouTube Channels

Download sales qualified leads of Financial planners in the California

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in California with/without Website

Download the list of Financial planners in California as of October 15, 2025 with and without website information.

12523

Number of Financial planners in California with website

2302

Number of Financial planners in California without website

List of Financial planners in California By Ratings

Download the data of the number of star-rated Financial planners in California as of October 15, 2025.

311

Number of 1 star-rated Financial planners in California

252

Number of 2 star-rated Financial planners in California

1019

Number of 3 star-rated Financial planners in California

644

Number of 4 star-rated Financial planners in California

2955

Number of 5 star-rated Financial planners in California

  • Essential data for sales, marketing professionals, investors, and analysts.
  • Strategically compiled to inform and guide your marketing and sales tactics.
  • Leverage monthly data to refine your sales leads and marketing strategies.
  • Stay ahead of market trends with timely, comprehensive business insights.

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The total number of Financial planners in California is 14825.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in California at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in California once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in California dataset costs $349.

There are 14528 Financial planners in California with phone numbers.

There are 3620 Financial planners in California with email addresses.

There are 5566 Financial planners in California with both phone numbers and email lists.

There are 7607 Financial planners in California with LinkedIn Profiles.

There are 5891 Financial planners in California with Facebook Profiles.

There are 3198 Financial planners in California with Instagram Handles.

There are 6191 Financial planners in California with X Handles.

There are 66 Financial planners in California with TikTok Profiles.

There are 4161 Financial planners in California with YouTube Channels.

There are 3 Financial planners in California with WhatsApp Numbers.

The total count of Financial planners in California with a website is 12523.

The total count of Financial planners in California without a website is 2302.

There are 2955 5-star rated Financial planners in California.

There are 644 4-star rated Financial planners in California.

There are 1019 3-star rated Financial planners in California.

There are 252 2-star rated Financial planners in California.

There are 311 1-star rated Financial planners in California.

The average age of Financial planners in California is 6 years and 6 months.

Los Angeles, San Francisco, and San Diego are the top 3 cities with the most number of Financial planners in California. Los Angeles leads at the top with 3538 Financial planners, at 23.87%. San Francisco follows with 1796 Financial planners, at 12.11%. San Diego comes third with 1554 Financial planners, accounting for 10.48% of its total.

Los Angeles, with the most number of Financial planners, is the best city for Financial planners in California. It tops with 3538 Financial planners, which is 23.87% of the total Financial planners in California.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience, optimize your ad campaigns, and increase your conversion rate.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience through Google Ads, optimize your ad campaigns, and maximize your ROI.

With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.