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List of Financial planners in California

There are 11297 Financial planners in California as of April 1, 2026; which is an 0.00% increase from 2023. Of these locations, 5148 Financial planners which is 45.57% of all Financial planners in California are single-owner operations, while the remaining 6149 which is 54.43% are part of larger brands. The top three cities with the most Financial planners are Los Angeles with 2685 Financial planners, San Francisco with 1311 Financial planners, San Diego with 1174 Financial planners. Average age of Financial planners in California is 7 years and 6 months.

Financial planners are also establishing a strong digital presence across various platforms: 5661 have LinkedIn profiles, 4458 have Facebook Pages, 2254 are active on Instagram, 4557 have X (formerly Twitter) handles, 63 are on TikTok, and 3001 have YouTube channels. About 9702 Financial planners have their own website and the remaining 1595 don’t have their own website.

  • 4458

    Facebook Profiles

  • 2254

    Instagram Handles

  • 4557

    X Handles

  • 63

    TikTok Profiles

  • 3001

    YouTube Channels

Data updated on April 1, 2026
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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
Kinecta Wealth Management - Ameriprise Financial Services, LLCAddressLos AngelesCaliforniaUnited StatesEmailPhone00Link
Kinecta Wealth Management - Ameriprise Financial Services, LLCAddressThousand OaksCaliforniaUnited StatesEmailPhone00Link
Kinecta Wealth Management - Ameriprise Financial Services, LLCAddressLos AngelesCaliforniaUnited StatesEmailPhone00Link
Wealth Script Advisors LLCAddressSan FranciscoCaliforniaUnited StatesEmailPhone05Link
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressSanta CruzCaliforniaUnited StatesEmailPhone00Link
Adage Advisory - Ameriprise Financial Services, LLCAddressSanta CruzCaliforniaUnited StatesEmailPhone00Link
Merit Wealth Management - Ameriprise Financial Services, LLCAddressRiversideCaliforniaUnited StatesEmailPhone00Link
Justin Hinton, Financial Advisor - Eagle StrategiesAddressLos AngelesCaliforniaUnited StatesEmailPhone00Link
Kinecta Wealth Management - Ameriprise Financial Services, LLCAddressLos AngelesCaliforniaUnited StatesEmailPhone00Link
Edwin Yi - Financial Advisor, Ameriprise Financial Services, LLCAddressLos AngelesCaliforniaUnited StatesEmailPhone00Link
[
  {
    "name": "Kinecta Wealth Management - Ameriprise Financial Services, LLC",
    "address": "46**********",
    "phone": "********2265",
    "email": "st*******@ki**********",
    "lat": 33.7743905,
    "lng": -118.3771156,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Los Angeles",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Kinecta Wealth Management - Ameriprise Financial Services, LLC",
    "address": "55**********",
    "phone": "********2576",
    "email": "st*******@ki**********",
    "lat": 34.1863245,
    "lng": -118.8746678,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Thousand Oaks",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Kinecta Wealth Management - Ameriprise Financial Services, LLC",
    "address": "12**********",
    "phone": "********2760",
    "email": "st*******@ki**********",
    "lat": 33.9168002,
    "lng": -118.3522617,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Los Angeles",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Wealth Script Advisors LLC",
    "address": "60**********",
    "phone": "********0610",
    "email": "al**@my**********",
    "lat": 37.7889858,
    "lng": -122.4013588,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Francisco",
    "star_count": 5,
    "rating_count": 0,
    "category_name": "Financial advisors,Investment services,Financial planners,Financial consultants,Investment companies"
  },
  {
    "name": "Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "12**********",
    "phone": "********1185",
    "email": "je**********@am******",
    "lat": 36.9775253,
    "lng": -122.0263016,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Adage Advisory - Ameriprise Financial Services, LLC",
    "address": "12**********",
    "phone": "********1185",
    "email": "je**********@am******",
    "lat": 36.9775564,
    "lng": -122.0263244,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Cruz",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Merit Wealth Management - Ameriprise Financial Services, LLC",
    "address": "50**********",
    "phone": "********2260",
    "email": "Me**********@am******",
    "lat": 33.9585586,
    "lng": -117.331415,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Riverside",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Justin Hinton, Financial Advisor - Eagle Strategies",
    "address": "26**********",
    "phone": "********0901",
    "email": "jh*******@ft**********",
    "lat": 34.0247753,
    "lng": -118.4620985,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Los Angeles",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial advisors,Financial planners"
  },
  {
    "name": "Kinecta Wealth Management - Ameriprise Financial Services, LLC",
    "address": "86**********",
    "phone": "********2602",
    "email": "st*******@ki**********",
    "lat": 33.9595231,
    "lng": -118.4194131,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Los Angeles",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Edwin Yi - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "46**********",
    "phone": "********2265",
    "email": "ed******@ki**********",
    "lat": 33.7743905,
    "lng": -118.3771156,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Los Angeles",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,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 3.90M2685
San Francisco 864.82K1311
San Diego 1.39M1174
San Jose 1.03M662
Sacramento 490.71K576
Newport Beach 87.13K333
Irvine 256.93K275
Walnut Creek 68.91K191
Fresno 520.05K169
Thousand Oaks 129.34K163
Santa Rosa 174.97K131
Santa Barbara 91.84K122
Murrieta 109.83K114
San Bernardino 216.11K112
Ontario 171.21K104
Riverside 322.42K97
Huntington Beach 201.90K85
Costa Mesa 113.20K76
Bakersfield 373.64K75
Stockton 305.66K75
Brea 41.94K72
Monterey 28.34K72
Pleasanton 79.51K72
Modesto 211.27K70
Redding 91.58K69
Oxnard 207.25K66
Tustin 80.58K62
San Ramon 76.13K59
Napa 80.43K50
San Luis Obispo 47.34K50
Santa Cruz 64.22K50
Laguna Niguel 65.81K47
Orange 140.99K45
Santa Ana 335.40K44
Laguna Hills 31.75K43
Chico 121.34K42
Danville 44.40K42
Visalia 130.10K42
Indian Wells 5.29K40
Anaheim 350.74K39
Contra Costa Centre 5.36K39
Rossmoor 10.24K38
Garden Grove 175.39K37
Mission Viejo 97.16K37
Lodi 64.60K34
Palm Desert 51.87K33
Lafayette 25.84K31
Corona 164.23K29
Simi Valley 126.79K29
Fairfield 112.97K28
Arroyo Grande 18.11K27
Auburn 13.78K27
Fullerton 140.85K27
Petaluma 60.44K26
Salinas 157.38K26
San Juan Capistrano 36.45K26
Santa Maria 105.09K26
Victorville 122.22K26
Placentia 52.49K25
El Dorado Hills 42.11K24
Camarillo 67.61K22
Concord 128.67K20
Vacaville 96.80K20
Woodland 58.57K20
Yuba City 66.94K20
Grass Valley 12.94K19
Turlock 72.29K19
Yorba Linda 67.97K19
Aliso Viejo 50.20K18
Pleasant Hill 34.81K18
Los Alamitos 11.45K16
Acalanes Ridge 1.14K15
Dana Point 34.18K15
Davis 67.67K15
Manteca 75.45K15
Palm Springs 47.37K15
San Clemente 65.53K15
Carmel-by-the-Sea 3.90K14
Dublin 57.72K14
Lake Forest 82.49K14
Merced 82.44K14
Rancho Mirage 18.08K14
Atascadero 29.82K13
Eureka 27.02K13
Morgan Hill 42.95K13
Orinda 19.28K13
Alamo 14.57K12
Vallejo 121.69K12
Blackhawk 9.35K11
Brentwood 58.97K11
Menifee 87.17K11
Sonoma 11.04K11
Ramona 20.29K10
Livermore 88.13K9
San Miguel 2.34K9
Saranap 5.20K9
Antioch 110.54K8
Cameron Park 18.23K8
Hemet 83.86K8
La Quinta 40.48K8
Laguna Woods 16.41K8
Paso Robles 27.16K8
Sonora 4.82K8
Tracy 87.08K8
Truckee 16.30K8
Cathedral City 53.83K7
Eastvale 59.04K7
Hanford 55.66K7
La Palma 15.90K7
Oakhurst 2.83K7
Porterville 56.06K7
Saint Helena 5.81K7
Ukiah 15.92K7
Buena Park 83.27K6
Canyon Lake 11.08K6
East Hemet 17.42K6
Gilroy 53.23K6
Jackson 4.65K6
La Habra 62.13K6
Laguna Beach 23.36K6
Lompoc 44.16K6
Pacific Grove 15.67K6
Tulare 62.31K6
Big Bear City 12.30K5
El Centro 43.96K5
Fountain Valley 56.99K5
Half Moon Bay 12.66K5
Moraga 17.26K5
Oakdale 22.26K5
Oroville 16.26K5
Paradise 26.48K5
Ripon 15.15K5
South Lake Tahoe 21.71K5
Tehachapi 13.02K5
Angels Camp 2.68K4
Bishop 3.81K4
Cypress 49.29K4
Dinuba 23.70K4
Fort Bragg 7.29K4
Fortuna 12.00K4
Galt 25.30K4
Hollister 37.46K4
Lakeport 4.81K4
Los Banos 37.46K4
Shingle Springs 4.43K4
Stanton 38.87K4
Villa Park 5.96K4
Westminster 92.11K4
Willows 6.07K4
Arcata 17.84K3
Escalon 7.52K3
Indio 87.53K3
Jurupa Valley 21.93K3
King City 13.90K3
Lower Lake 1.29K3
Madera 64.21K3
Mammoth Lakes 7.95K3
Moreno Valley 204.20K3
Patterson 21.50K3
Red Bluff 14.13K3
Santa Paula 30.55K3
Solvang 5.74K3
Yreka 7.60K3
Yucaipa 53.33K3
Banning 30.95K2
Barstow 23.69K2
Beaumont 43.81K2
Carpinteria 13.73K2
Cloverdale 8.81K2
Colusa 5.93K2
Crescent City 6.77K2
Delano 52.73K2
Desert Hot Springs 28.34K2
Diamond Springs 11.04K2
Discovery Bay 13.35K2
East Sonora 2.27K2
Gridley 6.58K2
Ione 7.00K2
Lake Arrowhead 12.42K2
Lake Elsinore 61.98K2
Lockeford 3.23K2
McKinleyville 15.18K2
Newman 10.90K2
Norco 26.29K2
Orland 7.55K2
Perris 74.97K2
Placerville 10.65K2
Reedley 25.57K2
Ridgecrest 28.78K2
Rio Vista 8.35K2
San Jacinto 46.95K2
San Joaquin 4.02K2
Suisun 28.11K2
Valley Center 9.28K2
Wasco 26.28K2
Watsonville 53.63K2
Willits 4.86K2
Angwin 3.05K1
Arvin 20.88K1
Auburn Lake Trails 3.43K1
Avenal 13.30K1
Berkeley 120.97K1
Bonny Doon 2.68K1
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
Clayton 11.87K1
Coachella 44.63K1
Coalinga 16.56K1
Columbia 2.30K1
Corcoran 22.48K1
Del Monte Forest 4.51K1
Dixon 19.39K1
Dollar Point 1.22K1
Elk Grove 166.91K1
Exeter 10.55K1
Firebaugh 8.33K1
Forestville 3.29K1
Guerneville 4.53K1
Gustine 5.76K1
Happy Camp 1.19K1
Hayfork 2.37K1
Hilmar-Irwin 5.20K1
Huron 6.84K1
Idyllwild 3.58K1
Ivanhoe 4.50K1
Joshua Tree 7.41K1
Kelseyville 3.35K1
Kerman 14.47K1
Kings Beach 3.80K1
Ladera Ranch 22.98K1
Lake Isabella 3.47K1
Lake of the Pines 3.92K1
Linden 1.78K1
Los Olivos 1.13K1
Los Osos 14.28K1
Marin County -1
Marina 21.23K1
Martinez 38.14K1
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
Rosamond 18.15K1
San Andreas 2.78K1
Sanger 24.95K1
Santa Ynez 4.42K1
Seaside 33.02K1
Selma 24.41K1
Shafter 18.34K1
Sunnyside-Tahoe City 1.56K1
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 11297 Financial planners in California as of April 01, 2026.

Number of Financial planners in California with Phone Number

11099

Number of Financial planners in California with Email

3357

List of Financial planners in California with Social Media Accounts

4458

Facebook Profiles

2254

Instagram Handles

5661

LinkedIn Profiles

4557

X Handles

63

TikTok Profiles

4

WhatsApp Numbers

3001

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.

Related Financial planners Leads By Location

Data of Financial planners in California with/without Website

Download the list of Financial planners in California as of April 01, 2026 with and without website information.

9702

Number of Financial planners in California with website

1595

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 April 01, 2026.

240

Number of 1 star-rated Financial planners in California

142

Number of 2 star-rated Financial planners in California

820

Number of 3 star-rated Financial planners in California

539

Number of 4 star-rated Financial planners in California

2607

Number of 5 star-rated Financial planners in California

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The total number of Financial planners in California is 11297.

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 11099 Financial planners in California with phone numbers.

There are 3357 Financial planners in California with email addresses.

There are 4343 Financial planners in California with both phone numbers and email lists.

There are 5661 Financial planners in California with LinkedIn Profiles.

There are 4458 Financial planners in California with Facebook Profiles.

There are 2254 Financial planners in California with Instagram Handles.

There are 4557 Financial planners in California with X Handles.

There are 63 Financial planners in California with TikTok Profiles.

There are 3001 Financial planners in California with YouTube Channels.

There are 4 Financial planners in California with WhatsApp Numbers.

The total count of Financial planners in California with a website is 9702.

The total count of Financial planners in California without a website is 1595.

There are 2607 5-star rated Financial planners in California.

There are 539 4-star rated Financial planners in California.

There are 820 3-star rated Financial planners in California.

There are 142 2-star rated Financial planners in California.

There are 240 1-star rated Financial planners in California.

The average age of Financial planners in California is 7 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 2685 Financial planners, at 23.77%. San Francisco follows with 1311 Financial planners, at 11.60%. San Diego comes third with 1174 Financial planners, accounting for 10.39% of its total.

Los Angeles, with the most number of Financial planners, is the best city for Financial planners in California. It tops with 2685 Financial planners, which is 23.77% 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.