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 is6 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.
- 14825
Number of Financial planners
- 3620
Email addresses
- 14528
Phone numbers
- 12523
With Websites
- 7607
LinkedIn Profiles
- 5891
Facebook Profiles
- 3198
Instagram Handles
- 6191
X Handles
- 66
TikTok Profiles
- 4161
YouTube Channels
Smartscrapers has the most up to date and comprehensive Financial planners list in California. Our lists are constantly being verified and our database is constantly being updated.
Download list of Financial planners in California
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 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Romel Hernandez, Financial Professional - New York Life | address | Riverside | California | United States | phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Jonathan Zermeno | address | Garden Grove | California | United States | phone | 0 | 0 | Link | ||||||
| Envisage Wealth - Ameriprise Financial Services, LLC | address | Los Angeles | California | United States | phone | 0 | 0 | Link | ||||||
| Angela Croom, Licensed Agent - New York Life | address | Indio | California | United States | phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Jeff Kim | address | Garden Grove | California | United States | phone | 1 | 5 | Link | ||||||
| Empirical Wealth Management | address | Irvine | California | United States | phone | 1 | 5 | Link | ||||||
| Christine Shepherd - Financial Advisor, Ameriprise Financial Services, LLC | address | Tustin | California | United States | phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Joe Knutsen | address | Garden Grove | California | United States | phone | 2 | 5 | Link | ||||||
| Wedbush Securities | address | Los Angeles | California | United States | phone | 0 | 0 | Link | ||||||
| First Command Financial Advisor - Grant Gunderson | address | San Diego | California | United States | phone | 0 | 0 | Link |
[
{
"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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Number of Financial planners locations by each city/area
| City/Area | Population | Number of Financial planners |
|---|---|---|
| Los Angeles | 3.90M | 3538 |
| San Francisco | 864.82K | 1796 |
| San Diego | 1.39M | 1554 |
| San Jose | 1.03M | 888 |
| Sacramento | 490.71K | 736 |
| Newport Beach | 87.13K | 418 |
| Irvine | 256.93K | 366 |
| Walnut Creek | 68.91K | 220 |
| Fresno | 520.05K | 219 |
| Thousand Oaks | 129.34K | 188 |
| Santa Rosa | 174.97K | 173 |
| Santa Barbara | 91.84K | 169 |
| Ontario | 171.21K | 148 |
| Murrieta | 109.83K | 146 |
| San Bernardino | 216.11K | 142 |
| Riverside | 322.42K | 136 |
| Huntington Beach | 201.90K | 110 |
| Bakersfield | 373.64K | 104 |
| Monterey | 28.34K | 103 |
| Stockton | 305.66K | 99 |
| Brea | 41.94K | 98 |
| Pleasanton | 79.51K | 98 |
| Modesto | 211.27K | 93 |
| Oxnard | 207.25K | 89 |
| Costa Mesa | 113.20K | 87 |
| Contra Costa Centre | 5.36K | 79 |
| Tustin | 80.58K | 76 |
| Redding | 91.58K | 74 |
| San Ramon | 76.13K | 72 |
| Napa | 80.43K | 68 |
| Rossmoor | 10.24K | 68 |
| San Luis Obispo | 47.34K | 68 |
| Santa Cruz | 64.22K | 64 |
| Laguna Niguel | 65.81K | 61 |
| Orange | 140.99K | 56 |
| Visalia | 130.10K | 56 |
| Indian Wells | 5.29K | 54 |
| Chico | 121.34K | 53 |
| Anaheim | 350.74K | 52 |
| Santa Ana | 335.40K | 51 |
| Santa Maria | 105.09K | 50 |
| Danville | 44.40K | 49 |
| Garden Grove | 175.39K | 49 |
| Laguna Hills | 31.75K | 47 |
| Palm Desert | 51.87K | 47 |
| Mission Viejo | 97.16K | 46 |
| Corona | 164.23K | 43 |
| Fullerton | 140.85K | 41 |
| Lodi | 64.60K | 39 |
| Simi Valley | 126.79K | 38 |
| Lafayette | 25.84K | 35 |
| Petaluma | 60.44K | 35 |
| Victorville | 122.22K | 35 |
| Arroyo Grande | 18.11K | 34 |
| Carmel-by-the-Sea | 3.90K | 34 |
| Fairfield | 112.97K | 34 |
| Salinas | 157.38K | 32 |
| Auburn | 13.78K | 31 |
| Placentia | 52.49K | 31 |
| El Dorado Hills | 42.11K | 28 |
| San Juan Capistrano | 36.45K | 28 |
| Woodland | 58.57K | 28 |
| Aliso Viejo | 50.20K | 27 |
| Camarillo | 67.61K | 25 |
| Concord | 128.67K | 24 |
| Merced | 82.44K | 24 |
| Turlock | 72.29K | 23 |
| Vacaville | 96.80K | 23 |
| Yuba City | 66.94K | 23 |
| Dana Point | 34.18K | 22 |
| Grass Valley | 12.94K | 22 |
| Palm Springs | 47.37K | 22 |
| Pleasant Hill | 34.81K | 22 |
| Yorba Linda | 67.97K | 21 |
| Atascadero | 29.82K | 20 |
| Davis | 67.67K | 20 |
| Morgan Hill | 42.95K | 20 |
| Acalanes Ridge | 1.14K | 19 |
| San Clemente | 65.53K | 19 |
| Lake Forest | 82.49K | 18 |
| Manteca | 75.45K | 18 |
| Los Alamitos | 11.45K | 17 |
| Orinda | 19.28K | 16 |
| Rancho Mirage | 18.08K | 16 |
| Vallejo | 121.69K | 16 |
| Alamo | 14.57K | 15 |
| Brentwood | 58.97K | 15 |
| Eureka | 27.02K | 15 |
| Tracy | 87.08K | 15 |
| Gilroy | 53.23K | 14 |
| Sonoma | 11.04K | 14 |
| Antioch | 110.54K | 13 |
| Dublin | 57.72K | 13 |
| Ramona | 20.29K | 13 |
| Blackhawk | 9.35K | 12 |
| Menifee | 87.17K | 12 |
| Saranap | 5.20K | 12 |
| Hanford | 55.66K | 11 |
| Laguna Woods | 16.41K | 11 |
| Sonora | 4.82K | 11 |
| Cathedral City | 53.83K | 10 |
| Eastvale | 59.04K | 10 |
| Livermore | 88.13K | 10 |
| Paso Robles | 27.16K | 10 |
| San Miguel | 2.34K | 10 |
| Truckee | 16.30K | 10 |
| Buena Park | 83.27K | 8 |
| Cameron Park | 18.23K | 8 |
| El Centro | 43.96K | 8 |
| Hemet | 83.86K | 8 |
| La Quinta | 40.48K | 8 |
| Lompoc | 44.16K | 8 |
| Porterville | 56.06K | 8 |
| Saint Helena | 5.81K | 8 |
| South Lake Tahoe | 21.71K | 8 |
| Tulare | 62.31K | 8 |
| Canyon Lake | 11.08K | 7 |
| East Hemet | 17.42K | 7 |
| Jackson | 4.65K | 7 |
| La Habra | 62.13K | 7 |
| La Palma | 15.90K | 7 |
| Laguna Beach | 23.36K | 7 |
| Oakhurst | 2.83K | 7 |
| Oroville | 16.26K | 7 |
| Ripon | 15.15K | 7 |
| Big Bear City | 12.30K | 6 |
| Fortuna | 12.00K | 6 |
| Half Moon Bay | 12.66K | 6 |
| Los Banos | 37.46K | 6 |
| Oakdale | 22.26K | 6 |
| Pacific Grove | 15.67K | 6 |
| Ukiah | 15.92K | 6 |
| Angels Camp | 2.68K | 5 |
| Bishop | 3.81K | 5 |
| Cypress | 49.29K | 5 |
| Dinuba | 23.70K | 5 |
| Fountain Valley | 56.99K | 5 |
| Hollister | 37.46K | 5 |
| Jurupa Valley | 21.93K | 5 |
| King City | 13.90K | 5 |
| Lakeport | 4.81K | 5 |
| Moraga | 17.26K | 5 |
| Moreno Valley | 204.20K | 5 |
| Norco | 26.29K | 5 |
| Paradise | 26.48K | 5 |
| Reedley | 25.57K | 5 |
| Stanton | 38.87K | 5 |
| Tehachapi | 13.02K | 5 |
| Villa Park | 5.96K | 5 |
| Fort Bragg | 7.29K | 4 |
| Galt | 25.30K | 4 |
| Indio | 87.53K | 4 |
| Madera | 64.21K | 4 |
| Patterson | 21.50K | 4 |
| Perris | 74.97K | 4 |
| Ridgecrest | 28.78K | 4 |
| Santa Paula | 30.55K | 4 |
| Shingle Springs | 4.43K | 4 |
| Solvang | 5.74K | 4 |
| Watsonville | 53.63K | 4 |
| Westminster | 92.11K | 4 |
| Yucaipa | 53.33K | 4 |
| Arcata | 17.84K | 3 |
| Banning | 30.95K | 3 |
| Barstow | 23.69K | 3 |
| Discovery Bay | 13.35K | 3 |
| Escalon | 7.52K | 3 |
| Ione | 7.00K | 3 |
| Lake Arrowhead | 12.42K | 3 |
| Lake Elsinore | 61.98K | 3 |
| Lake Isabella | 3.47K | 3 |
| Lower Lake | 1.29K | 3 |
| Mammoth Lakes | 7.95K | 3 |
| Red Bluff | 14.13K | 3 |
| Wasco | 26.28K | 3 |
| Willows | 6.07K | 3 |
| Yreka | 7.60K | 3 |
| Arvin | 20.88K | 2 |
| Beaumont | 43.81K | 2 |
| Bonny Doon | 2.68K | 2 |
| Carpinteria | 13.73K | 2 |
| Clayton | 11.87K | 2 |
| Cloverdale | 8.81K | 2 |
| Coachella | 44.63K | 2 |
| Colusa | 5.93K | 2 |
| Crescent City | 6.77K | 2 |
| Delano | 52.73K | 2 |
| Desert Hot Springs | 28.34K | 2 |
| Diamond Springs | 11.04K | 2 |
| Dixon | 19.39K | 2 |
| East Sonora | 2.27K | 2 |
| Elk Grove | 166.91K | 2 |
| Exeter | 10.55K | 2 |
| Gridley | 6.58K | 2 |
| Idyllwild | 3.58K | 2 |
| Kerman | 14.47K | 2 |
| Linden | 1.78K | 2 |
| Lockeford | 3.23K | 2 |
| Martinez | 38.14K | 2 |
| McKinleyville | 15.18K | 2 |
| Newman | 10.90K | 2 |
| Orland | 7.55K | 2 |
| Placerville | 10.65K | 2 |
| Rio Vista | 8.35K | 2 |
| Rosamond | 18.15K | 2 |
| San Jacinto | 46.95K | 2 |
| San Joaquin | 4.02K | 2 |
| Seaside | 33.02K | 2 |
| Selma | 24.41K | 2 |
| Shafter | 18.34K | 2 |
| Suisun | 28.11K | 2 |
| Valley Center | 9.28K | 2 |
| Willits | 4.86K | 2 |
| Angwin | 3.05K | 1 |
| Auburn Lake Trails | 3.43K | 1 |
| Berkeley | 120.97K | 1 |
| Borrego Springs | 3.43K | 1 |
| Brawley | 25.90K | 1 |
| Buckhorn | 2.43K | 1 |
| Buttonwillow | 1.51K | 1 |
| Byron | 1.28K | 1 |
| Calimesa | 8.54K | 1 |
| Calistoga | 5.33K | 1 |
| Carmel Valley Village | 4.41K | 1 |
| Caruthers | 2.50K | 1 |
| Castroville | 6.48K | 1 |
| Cayucos | 2.59K | 1 |
| Chowchilla | 18.51K | 1 |
| Coalinga | 16.56K | 1 |
| Columbia | 2.30K | 1 |
| Corcoran | 22.48K | 1 |
| Del Monte Forest | 4.51K | 1 |
| Dollar Point | 1.22K | 1 |
| Firebaugh | 8.33K | 1 |
| Forestville | 3.29K | 1 |
| Guerneville | 4.53K | 1 |
| Gustine | 5.76K | 1 |
| Happy Camp | 1.19K | 1 |
| Hayfork | 2.37K | 1 |
| Hilmar-Irwin | 5.20K | 1 |
| Ivanhoe | 4.50K | 1 |
| Joshua Tree | 7.41K | 1 |
| Kelseyville | 3.35K | 1 |
| Lake of the Pines | 3.92K | 1 |
| Los Olivos | 1.13K | 1 |
| Los Osos | 14.28K | 1 |
| Marin County | - | 1 |
| Marina | 21.23K | 1 |
| Middletown | 1.32K | 1 |
| Morro Bay | 10.64K | 1 |
| Mount Shasta | 3.30K | 1 |
| Oakley | 39.81K | 1 |
| Orosi | 8.77K | 1 |
| Parlier | 15.14K | 1 |
| Pittsburg | 69.42K | 1 |
| Pixley | 3.31K | 1 |
| Portola | 1.90K | 1 |
| Riverdale | 3.15K | 1 |
| San Andreas | 2.78K | 1 |
| Sanger | 24.95K | 1 |
| Santa Ynez | 4.42K | 1 |
| Taft | 9.49K | 1 |
| Tahoe Vista | 1.43K | 1 |
| Twentynine Palms | 26.02K | 1 |
| Walnut Grove | 1.54K | 1 |
| Waterford | 8.82K | 1 |
| Weaverville | 3.60K | 1 |
| Wheatland | 3.73K | 1 |
| Willow Creek | 1.71K | 1 |
How many Financial planners are there in California?
There are a total of 14825 Financial planners in California as of October 15, 2025.
List of Financial planners in California with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
TikTok Profiles
WhatsApp Numbers
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 October 15, 2025 with and without website information.
Number of Financial planners in California with website
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
Number of 1 star-rated Financial planners in California
Number of 2 star-rated Financial planners in California
Number of 3 star-rated Financial planners in California
Number of 4 star-rated Financial planners in California
Number of 5 star-rated Financial planners in California
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