Financial Advisor Leads in San Jose, CA
36 verified financial advisor leads in San Jose. Sourced from Yelp. Avg. $0.45/lead$5–15/lead elsewhere. Download instantly as CSV.
Why These Financial Advisor Leads Are Valuable
Sample Financial Advisor Leads in San Jose
| Business | Location | Phone | Grade | Why This Lead Matters |
|---|---|---|---|---|
LPL Financial - Blackmont Wealth Management Group | San Jose, CA | (669) 231-XXXX | ★ 5 | Verified Business |
Amaral Financial Planning | San Jose, CA | (408) 797-XXXX | ★ 4.9 | Verified Business |
Hendershott Wealth Management | San Jose, CA | (877) 743-XXXX | ★ 4.9 | Verified Business |
Fidelity Investments | San Jose, CA | (800) 544-XXXX | ★ 2.1 | Verified Business |
Online Trading Academy | San Jose, CA | (408) 539-XXXX | ★ 2.8 | Verified Business |
Investy Financial Services | San Jose, CA | |||
Potentia Wealth | San Jose, CA | |||
Financial Journey Partners | San Jose, CA | |||
MassMutual Pacific | San Jose, CA | |||
Livia Argano Fiduciary | San Jose, CA | |||
Nick Hunt - Ameriprise Financial Services | San Jose, CA | |||
David Farkouh - Ameriprise Financial Services | San Jose, CA | |||
Ameriprise Financial Advisors | San Jose, CA | |||
Platinum Retirement Solutions | San Jose, CA | |||
Heckman Financial & Insurance Services | San Jose, CA | |||
Integral Financial | San Jose, CA | |||
City National Bank | San Jose, CA | |||
Sigma 3 Capital | San Jose, CA | |||
Edward Jones - Financial Advisor: Christina Biagi | San Jose, CA | |||
Edward Jones - Financial Advisor: Tom Coombs | San Jose, CA | |||
SageView Advisory Group | San Jose, CA | |||
Retirement Capital Strategies | San Jose, CA | |||
Joshua Miller - Ameriprise Financial Advisor | San Jose, CA | |||
Wellspring Consulting | San Jose, CA | |||
Jeffrey Raegen - Ameriprise Financial Services | San Jose, CA |
Showing 5 of 36 leads. Phone numbers, emails, and full addresses included in download.
Top Zip Codes for Financial Advisor in San Jose
How It Works
Choose Your Leads
Search 36 financial advisor leads in San Jose. Filter by quality, zip code, or intent score to find the best prospects.
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Pay once — no subscription required. Your leads are delivered as a CSV file you can import into any CRM, dialer, or spreadsheet in seconds.
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Each lead includes business name, address, and phone number. Start calling, emailing, or mailing today.
Financial Advisor Leads in San Jose, CA — What You Need to Know
San Jose has strong demand for financial advisor services, making it a prime market for contractors and service providers looking to grow their customer base. Our database includes 36 verified financial advisor leads in the San Jose area,. 100% of leads include a verified phone number, giving you multiple ways to reach each prospect.
Leads are sourced from Yelp — real business data, not recycled lists. 36 new financial advisor leads in San Jose were added in just the last 7 days.
At an average of $0.45 per lead, our financial advisor leads in San Jose cost a fraction of what traditional lead generation platforms charge ($5–15+ per contact). Every lead is sold to a maximum of 5 buyers — not the unlimited reselling you get elsewhere. The highest concentration of leads is in zip codes 95113, 95131, 95126, 95110, 95125. Download instantly as a CSV and start reaching out today.
Verified & Fresh
Data sourced from Yelp. Last updated 2026-03-31. 36 new leads added this week.
Full Contact Info
100% include a verified phone number. Full address and website included where available. Many include Yelp ratings and review counts.
Instant Download
Pay once, download immediately as CSV. Starting at $0.45/lead — a fraction of what traditional lead providers charge. Import into any CRM, dialer, or spreadsheet.
Frequently Asked Questions
How many financial advisor leads are available in San Jose?▼
We currently have 36 verified financial advisor leads in San Jose, CA. 36 new leads were added in the last 7 days. 100% include a verified phone number.
How much do financial advisor leads in San Jose cost?▼
The average financial advisor lead in San Jose is $0.45/lead — compared to $5–15/lead on traditional lead platforms. Buy 100+ leads for 10% off, 500+ for 18% off, or 1,000+ for 25% off.
What contact information is included?▼
Every lead includes business name, full address, and website (where available). 100% include a verified phone number. High-quality leads also include Yelp ratings, review counts, and a named decision-maker contact.
How fresh is the data?▼
All leads are scraped within the last 12 months. The most recent data for financial advisor in San Jose was collected on 2026-03-31. 36 new leads were added this week alone.
How many times is each lead sold?▼
We enforce a hard maximum of 5 sales per lead. Once a lead reaches 5 buyers it is permanently retired from the shop. Most competitors sell the same lead to unlimited buyers without disclosing this.
What zip codes near 95113 have the most leads?▼
The top zip codes for financial advisor leads in San Jose are: 95113 (9 leads), 95131 (5 leads), 95126 (4 leads), 95110 (3 leads), 95125 (3 leads).
What's your bad lead guarantee?▼
If a lead has a disconnected phone, wrong address, or is otherwise unusable, report it and we'll issue a store credit — no questions asked. Use the Report button in your order confirmation email.
Financial Advisor Leads in Nearby Cities
Other Contractor Leads in San Jose
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Starting at $0.45/lead$5–15/lead elsewhere