Financial advisor in California
California has 283 financial advisor businesses. The average customer rating is 4.8 out of 5 stars. The top-rated business is The Financial Alliance & Insurance Solutions with 5.0 stars and 38 reviews. 94% have websites, 66% list phone numbers, 61% provide email contacts.
Compare ratings, access verified contact information, and find the right financial advisor for your needs.
Market Insights
Everything you need to know about this market at a glance
283
in this area
4.8
Typical: 5.0 stars
3
per business (322 reviewed)
3 months
New MarketHow to Reach Them
What contact info is available for these businesses
Most businesses are easy to reach through multiple digital channels.
Customer Ratings
How customers rate these businesses and who gets the most attention
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
A handful of well-known businesses attract most customer reviews, while many others fly under the radar.
Highest Rated Business
The Financial Alliance & Insurance Solutions
Quality varies across businesses - some are excellent while others are average. Checking reviews before choosing is recommended.
Competition Level
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
No business stands above the rest - everyone has roughly equal visibility. Great opportunity to become the go-to choice.
Most businesses here have an established online presence with reviews. The market is mature and businesses are well-known.
Market Maturity
How old are these businesses and is the market growing?
Average time since businesses were listed
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
New businesses are opening at a healthy pace. There's clear demand attracting new entrepreneurs.
Location & Data
Where businesses are located and how complete the data is
Businesses are distributed across the area but with some clustering in popular zones.
How many businesses have complete info (name, phone, address, website, email).
Business Attributes
Special characteristics that businesses in this market have self-reported
These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.
Financial advisor Market Overview in California
There are 283 financial advisor serving California. The average rating is 4.8 stars based on 283 reviewed businesses. Reviewed businesses have an average of 3 reviews. 94% have websites and 61% list email contact and 66% have phone numbers. The highest-rated is The Financial Alliance & Insurance Solutions with 5 stars from 38 reviews.
Top-Rated Financial advisor in California
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | The Financial Alliance & Insurance Solutions | 5.0 | 38 | Long Beach, CA | View |
| 2 | Dorsey Wealth Management | 5.0 | 9 | Torrance, CA | View |
| 3 | VEBS - Voluntary Employee Benefit Systems | 5.0 | 9 | Escondido, CA | View |
| 4 | Miles Bell, Financial Advisor - Northwestern Mutual | 5.0 | 5 | Chico, CA | View |
| 5 | Executive Wealth Strategies | 5.0 | 3 | Danville, CA | View |
| 6 | Apella Wealth | 5.0 | 2 | Irvine, CA | View |
| 7 | Cerro Pacific Wealth Advisors | 5.0 | 2 | San Luis Obispo, CA | View |
| 8 | Shaw & Associates | 3.9 | 14 | Yuba City, CA | View |
Financial advisor Locations in California
Top 9 shownGet Financial advisor Leads
in California
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Financial advisor in California
Browse 283 verified businesses with contact details
Showing 9 of 283 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
26895 Aliso Creek Rd B-237, Aliso Viejo, CA, 92656 | No reviews | View | |
7890 E Spring St, Long Beach, CA, 90815 | No reviews | View | |
225 W Hospitality Ln Ste 300, San Bernardino, CA, 92408 | No reviews | View | |
10 Pointe Dr Suite 100, Brea, CA, 92821 | No reviews | View | |
5855 E Naples Plaza #103, Long Beach, CA, 90803 | No reviews | View | |
5000 E Spring St #385, Long Beach, CA, 90815 | 5.0(38) | View | |
9110 Irvine Center Dr, Irvine, CA, 92618 | 5.0(2) | View | |
21250 Hawthorne Blvd Suite 500, Torrance, CA, 90503 | 5.0(9) | View | |
533 S Vinewood St, Escondido, CA, 92029 | 5.0(9) | View |
9 of 283 businesses
Financial advisor Market Analysis in California
Comprehensive market data for financial advisor businesses in California, based on 283 verified listings.
Market Size & Competition
The financial advisor market in California consists of 283 businesses competing for local customers. This represents a moderately competitive market with enough providers to offer consumers meaningful choice while still allowing businesses to differentiate themselves.
Customer Satisfaction
Customer satisfaction among financial advisor in California shows excellent levels, with an average rating of 4.8 stars. About 94% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. The top 10% of businesses by review volume account for 40% of all reviews, indicating that customer engagement varies significantly across the market.
Digital Presence & Online Visibility
Digital adoption among financial advisor in California varies significantly. With 94% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Contact Accessibility
Reaching financial advisor in California is possible through multiple channels. 66% of businesses list phone numbers, making phone calls a primary contact method. Email outreach is viable with 61% email availability, though phone contact remains more universally accessible.
How We Compile This Data
This market analysis is compiled from 283 verified financial advisor business listings in California. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.
Frequently Asked Questions
Common questions about financial advisor in California, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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Helpful guides for financial advisor outreach
Practical tips to help you connect with financial advisor businesses in California.
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