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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 is6 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
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Smartscrapers has the most up to date and comprehensive Financial planners list in San Francisco. Our lists are constantly being verified and our database is constantly being updated.
Download list of Financial planners in San Francisco
You can download Financial planners email and phone number lists along with top management data. 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"
}
]
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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
608
Facebook Profiles
369
Instagram Handles
943
LinkedIn Profiles
716
X Handles
6
TikTok Profiles
509
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.
1485
Number of Financial planners in San Francisco with website
311
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
37
Number of 1 star-rated Financial planners in San Francisco
38
Number of 2 star-rated Financial planners in San Francisco
117
Number of 3 star-rated Financial planners in San Francisco
80
Number of 4 star-rated Financial planners in San Francisco
285
Number of 5 star-rated Financial planners in San Francisco
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The total number of Financial planners in San Francisco is 1796.
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You can download the complete dataset of sales qualified leads of Financial planners in San Francisco once you purchase it.
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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
The price of Financial planners in San Francisco dataset costs $99.
There are 1752 Financial planners in San Francisco with phone numbers.
There are 667 Financial planners in San Francisco with email addresses.
There are 653 Financial planners in San Francisco with both phone numbers and email lists.
The total count of Financial planners in San Francisco with a website is 1485.
The total count of Financial planners in San Francisco without a website is 311.
There are 285 5-star rated Financial planners in San Francisco.
There are 80 4-star rated Financial planners in San Francisco.
There are 117 3-star rated Financial planners in San Francisco.
There are 38 2-star rated Financial planners in San Francisco.
There are 37 1-star rated Financial planners in San Francisco.
The average age of Financial planners in San Francisco is 6 years and 6 months.
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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.