A clean, deduplicated database of every operational financial advisor across San Diego and surrounding California, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 0 corporate emails (info@, contact@, hello@) plus 76 webmail. Instant CSV download.
Five rows from the full 76-row dataset, sorted by rating & review count. The complete CSV includes phone, full street address, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain.
| Name | Rating | Reviews | |
|---|---|---|---|
| Paramount Tax & Accounting - Rancho Bernardo | ★ 5.0 | 128 | — |
| PracticeCFO | ★ 5.0 | 109 | — |
| Momentum Financial and Insurance Services LLC | ★ 5.0 | 24 | — |
| Imeson Wealth Partners LLC | ★ 5.0 | 18 | — |
| Heritage Wealth Management, Inc. | ★ 5.0 | 17 | — |
San Diego holds one of the largest concentrations of financial advisors in California at 76 active operations. The market is mature: 0% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 28 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.
Specialized SaaS, CRM, and operations tools targeting this industry's workflows.
Distributors, supply houses, and equipment vendors building rep territory in this market.
Local SEO, paid ads, and reputation management firms targeting high-revenue operators.
A row per business with name, phone, full street address, postal code, website URL, parent domain, Google rating, review count, and the email address where one was found — as CSV, XLSX and JSON. 0% of the emails here are corporate-domain rather than webmail. The five-row preview above is drawn live from the file you will receive.
These are publicly-listed business contacts, not an opt-in email list. Buying this list is not a compliance guarantee and this is not legal advice — you are responsible for evaluating CAN-SPAM and any other applicable law for your own campaign, and should talk to a lawyer if you are unsure. Our Compliance & Responsible Use page sets out the specific rules.
Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.
Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.
Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.
Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — and refreshed monthly so closed or relocated businesses drop off. We show only what's already public; we don't add or alter business details.
Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.
Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.