Financial planner in California
California has 4,166 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, 67% list phone numbers, 62% provide email contacts.
Compare ratings, access verified contact information, and find the right financial planner for your needs.
Market Insights
Everything you need to know about this market at a glance
4,166
in this area
4.5
Typical: 5.0 stars
2
per business (4,851 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
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.
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.
A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.
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 planner Market Overview in California
There are 4,166 financial planner serving California. The average rating is 4.5 stars based on 4,166 reviewed businesses. Reviewed businesses have an average of 2 reviews. 85% have websites and 62% list email contact and 67% have phone numbers. The highest-rated is Aquila Wealth Advisors, LLC with 5 stars from 11 reviews.
Top-Rated Financial planner in California
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 | 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 |
Financial planner Locations in California
Top 15 shownGet Financial planner Leads
in California
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Financial planner in California
Browse 4,166 verified businesses with contact details
Showing 15 of 4,166 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 4,166 businesses
Financial planner Market Analysis in California
Comprehensive market data for financial planner businesses in California, based on 4,166 verified listings.
Market Size & Competition
The financial planner market in California consists of 4,166 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
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 Presence & Online Visibility
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.
Contact Accessibility
Reaching financial planner in California is possible through multiple channels. 67% of businesses list phone numbers, making phone calls a primary contact method. Email outreach is viable with 62% email availability, though phone contact remains more universally accessible.
How We Compile This Data
This market analysis is compiled from 4,166 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.
Frequently Asked Questions
Common questions about financial planner in California, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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Helpful guides for financial planner outreach
Practical tips to help you connect with financial planner businesses in California.
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