Financial advisors in San Diego: list of 25 free CSV

How many financial advisors are in San Diego?

OpenStreetMap lists 25 named advice firms and offices inside the San Diego city boundary (966 km²), extract of 11 Nov 2026. 37% of the records list a website and 37% a phone number; 16 named financial advisors have no website on the public record.

Examples on the list: Bank of America Home Loans, Brandes Investment Partners, L.P., California Bank and Trust.

Financial advisors in San Diego at a glance: most are in Carmel View (5), Border Village (2), Del Mar Heights (2); the busiest street is El Camino Real, Carmel View (4); records were last edited between Oct 2017 and Sep 2026; chain names include Edward Jones; Brandes Investment Partners, L.P. and Encompass Financial Services list a business phone.

Edited on the map in the 90 days before the extract: 2 records, including California Bank and Trust, Uplift Legal Funding.

25named advice firms and offices

37%list a website

16no website listed

19neighbourhoods

Download all 25 as CSV Get emails, phones and ratings

Data © OpenStreetMap contributors, ODbL, extract of 11 Nov 2026. The CSV is under the same licence.

16 with no website8 non-chain, edited since 2022.Filter to them
19 non-chain6 chain branches set aside; the biggest brand is Edward Jones (5).Non-chain only
5 in Carmel ViewBusiest street: El Camino Real, Carmel View (4). Plan a territory by neighbourhood or postcode.Only Carmel View

All 25 financial advisors, A to Z

on the map recordmissing from the record

Financial advisors in San Diego, OpenStreetMap extract of 11 Nov 2026.
Business	Street and area	Website	Phone
B
Bank of America Home Loans	12340 El Camino Real, Carmel View
Brandes Investment Partners, L.P.	4275 Executive Square, Golden Triangle	brandes.com	+1-858-523-3000
C
California Bank and Trust	Carmel View, no street on record
California Bank and Trust	Hillcrest, no street on record
Checkmate	Border Village, no street on record
E
Edward Jones	Village of La Jolla, no street on record
Edward Jones	Rennaissance, no street on record
Edward Jones	University Square, no street on record
Edward Jones	Morena, no street on record
Edward Jones	Ocean Beach, no street on record
Encompass Financial Services	12636 High Bluff Drive, Del Mar Heights	encompassfinancial.net	+1 858-481-4844
F
Formula Fundingnot edited since 2019	5465 Morehouse Drive, Barnes Canyon	formulafunding.com	+1-858-240-4001
M
Marwaha Group Inc	Fashion Valley, no street on record
N
New Break Financialnot edited since 2019	Ocean Beach, no street on record
Next Gen Financial Planning	2550 5th Avenue, Banker's Hill	nextgenfinancialplanning.com	+1-619-701-0955
P
Private Asset Managementnot edited since 2017	5348 Carroll Canyon Road, Sorrento Canyon
R
Realty Income	11995 El Camino Real, Carmel View
S
Sentinel Wealth Managementnot edited since 2019	1455 Frazee Road, Mission Center	sentinel-financial.com	+1-858-353-4617
T
Torrey Pines Bank	12220 El Camino Real, Carmel View
U
U.S. Bank	7807 Girard Avenue, Village of La Jolla	usbank.com	+1-858-352-3530
Uplift Legal Funding	614 5th Avenue, Gaslamp Quarter	upliftlegalfunding.com	+1-619-202-7487
USE Credit Union	10120 Pacific Heights Boulevard, Sorrento Mesa
V
Vaughn Woods Financial Group	2226 Avenida de la Playa, La Jolla Shores	vaughnwoods.com	+1-858-454-6900
W
Wells Fargo Advisors	Border Village, no street on record
Wellspring Divorce Advisors	703 Palomar Airport Rd, Del Mar Heights	wellspringdivorce.com	+1 858-800-4176

Download the full CSV (25 rows)

Also as Excel file of the 25 financial advisors, GeoJSON file of the 25 financial advisors, KML file of the 25 financial advisors (maps and spreadsheets; same rows, same licence).

2 more records have no name on the map and are left out of the list.

Financial advisors in San Diego with no website listed

8 of 19 named non-chain financial advisors; 6 below, the rest in the filter or the CSV.

Bank of America Home Loans12340 El Camino Real, Carmel View
California Bank and TrustHillcrest
CheckmateBorder Village
Marwaha Group IncFashion Valley
Realty Income11995 El Camino Real, Carmel View
USE Credit Union10120 Pacific Heights Boulevard, Sorrento Mesa

Show all of them Every kind of business in San Diego without a website

Where they are

Map of the 25 financial advisors inside the San Diego boundary; most sit around Carmel View, Border Village, Del Mar Heights. — website listedno website, or social page only

Busiest streets

El Camino Real, Carmel View4

By neighbourhood

Black: website listed.

7 more neighbourhoods in the filter above.

By ZIP code

921305
920373
921213

Chains and non-chain businesses

22% of the records are branches of a chain or brand; 21 are not.

Edward Jones5

What the records hold

27 map records.
Field	Records	Share
Street address	16	59%
Website (own site)	10	37%
Phone on file	10	37%
Email on file (not shown)	2	7%
Opening hours	7	26%
Chain or brand branch	6	22%
Edited since January 2024	19	70%

Half the records were last edited in Jul 2024 or later.

Why other sites show a different number

Coverage. 27 mapped; Google Maps holds more.
Boundary. 966 km² (map); metro searches count more.
Names. 6 branches each count once; 2 unnamed left out.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

Emails
Phone numbers
Websites
Star ratings
Review counts
Social profiles
no opening hours

One run: about $0.42 to $0.64 for 25 to 240 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
Paste these 2 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
1. financial advisors in San Diego, CA
2. financial advisors in Carmel View, San Diego, CA
Set Country: United States.
Set Maximum leads to 300.
Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Or search by ZIP code (3 searches)

financial advisors in 92130, San Diego, CA
financial advisors in 92037, San Diego, CA
financial advisors in 92121, San Diego, CA

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
Source	What it adds	Price
Google Maps Business Lead Finder with Email & Social Links	a second Google Maps route with a different set of columns	$0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper	Yelp listings with ratings and review counts	$0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper	adds headcount and team members for each company	$0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler	reads the websites in the free CSV and returns the emails and phone numbers published there	$0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City	finds the Facebook pages of businesses that have no website	$0.99 per 1,000 + $0.10/GB start

Financial advisors in other cities

City	Named	Website listed
Financial advisors in New York City	100	33%
Financial advisors in San Jose	45	40%
Financial advisors in Seattle	30	53%
Financial advisors in Portland	29	72%
Financial advisors in San Francisco	25	56%
Financial advisors in Phoenix	23	9%
Financial advisors in Raleigh	22	5%
Financial advisors in Denver	21	24%
Financial advisors in Los Angeles	20	50%
Financial advisors in Houston	20	35%

Every city for financial advisors

More lists in San Diego

All San Diego lists

How San Diego compares: the local digital gap in San Diego, every kind of business with and without a website on the map.

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<p style="margin:4px 0 0;font:13px/1.4 sans-serif">Free list of <a href="https://getalistof.com/lists/financial-advisors/san-diego-ca/">financial advisors in San Diego</a> from getalistof.com. Map data © OpenStreetMap contributors.</p>

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Questions

How many financial advisors are there in San Diego?

At least 27: that is how many OpenStreetMap has inside the San Diego city boundary, 25 with a name (extract of 11 Nov 2026). 6 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of San Diego has the most financial advisors?

Carmel View (5), then Border Village (2) and Del Mar Heights (2); the busiest street is El Camino Real, Carmel View (4). 19 neighbourhoods have at least one.

How many financial advisors in San Diego have no website?

16 of the 25 named financial advisors have no website on their map record; 8 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in San Diego?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in San Diego, CA" plus 1 neighbourhood searches such as "financial advisors in Carmel View, San Diego, CA". One run costs about $0.42 to $0.64 ($0.40 start fee (4 GB run) included), plus platform usage, for 25 to 240 rows.

Sources

OpenStreetMap extract for San Diego, checked 2026-11-11
OpenStreetMap copyright and licence
Google Maps Business Lead & Email Finder on the Apify Store, checked 2026-11-13

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.