California has 4,169 financial planner businesses. The average customer rating is 4.5 out of 5 stars. The top-rated business is Aquila Wealth Advisors, LLC with 5.0 stars and 11 reviews. 85% have websites, 70% list phone numbers, 67% provide email contacts.
Compare ratings, access verified contact information, and find the right financial planner for your needs.
Everything you need to know about this market at a glance
4,169
in this area
4.5
Typical: 5.0 stars
2
per business (4,851 reviewed)
5 months
New MarketWhat contact info is available for these businesses
Most businesses are easy to reach through multiple digital channels.
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
Aquila Wealth Advisors, LLC
There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.
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.
A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.
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
Very few new businesses are opening. The market has settled and existing players have established positions.
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).
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.
There are 4,169 financial planner serving California. The average rating is 4.5 stars based on 4,169 reviewed businesses. Reviewed businesses have an average of 2 reviews. 85% have websites and 67% list email contact and 70% have phone numbers. The highest-rated is Aquila Wealth Advisors, LLC with 5 stars from 11 reviews.
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Aquila Wealth Advisors, LLC | 5.0 | 11 | San Luis Obispo, CA |
Browse 4,169 verified businesses with contact details
Showing 15 of 4,169 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
1104 Palm Street, San Luis Obispo, CA, 93401 | 5.0(1) | View | |
500 Cypress Street #12, Pismo Beach, CA, 93449 | No reviews | View | |
320 James Way Suite 250, Pismo Beach, CA, 93449 | 5.0 | View | |
872 Higuera Street, San Luis Obispo, CA, 93401 | 5.0(11) | View | |
6621 Bay Laurel Pl, Avila Beach, CA, 93424 | 1.0(1) | View | |
210 Traffic Way Suite F, Arroyo Grande, CA, 93420 | 4.0 | View | |
214 E Branch Street c, Arroyo Grande, CA, 93420 | No reviews | View | |
310 James Way #120, Pismo Beach, CA, 93449 | 5.0(1) | View | |
500 Cypress Street #12, Pismo Beach, CA, 93449 | 5.0 | View | |
1445 W Grand Avenue, Grover Beach, CA, 93433 | 5.0 | View | |
1186 E Grand Avenue, Arroyo Grande, CA, 93420 | 4.2(5) | View | |
300 James Way #230, Pismo Beach, CA, 93449 | 5.0(2) | View | |
2665 Shell Beach Road Suite 1, Shell Beach, CA, 93449 | No reviews | View | |
500 Cypress Street #12, Pismo Beach, CA, 93449 | No reviews | View | |
500 Cypress Street #12, Pismo Beach, CA, 93449 | 5.0 | View |
15 of 4,169 businesses
Comprehensive market data for financial planner businesses in California, based on 4,169 verified listings.
Common questions about financial planner in California, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
Find businesses in specific areas
Get the most accurate and up-to-date business data for your sales and marketing campaigns.
Every business contact is verified for accuracy. No more bounced emails or wrong numbers.
Access one of the largest databases of financial planner in California.
Export your leads to CSV instantly. No waiting, no manual processing.
Practical tips to help you connect with financial planner businesses in California.
Column table. Links to ROI and segmenting.
Post-meeting follow-up.
They say / you do. Nurture intervals. Triggers.
Join thousands of sales teams using RangeLead to find their next customers. Access verified contact data and start reaching out today.
| View |
| 2 | Brittingham Financial Group | 5.0 | 2 | Pismo Beach, CA | View |
| 3 | Central Coast Wealth Management | 5.0 | 1 | San Luis Obispo, CA | View |
| 4 | Royal Alliance Associates Inc | 5.0 | 1 | Pismo Beach, CA | View |
| 5 | The James Financial Group | 4.2 | 5 | Arroyo Grande, CA | View |
| 6 | Cerity Partners | 1.0 | 1 | Avila Beach, CA | View |
Access 4,169+ verified business contacts with phone numbers, emails, and complete company profiles.
The financial planner market in California consists of 4,169 businesses competing for local customers. This is a highly competitive market with a large number of established businesses. New entrants face significant competition for visibility and customer acquisition.
Customer satisfaction among financial planner in California shows excellent levels, with an average rating of 4.5 stars. About 85% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 12% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 59% of all reviews, indicating that customer engagement varies significantly across the market.
Digital adoption among financial planner in California varies significantly. With 85% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Reaching financial planner in California is possible through multiple channels. 70% of businesses list phone numbers, making phone calls a primary contact method. Email outreach is viable with 67% email availability, though phone contact remains more universally accessible.
This market analysis is compiled from 4,169 verified financial planner 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.
