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Financial Professionals — United StatesCSV

588 financial advisors in Los Angeles

Browse and download 588 financial advisors records in LA. Filtered CSV export from our full dataset.

Type

One-time snapshot

Full dataset price

€700.00

€0.01 / record · 71633 records

Download available for 24 hours from the moment of purchase, then the link expires. It's a fixed snapshot — the data doesn't update on its own; if you need always-current data, choose the subscription.

About this dataset

The most complete CFP® dataset available — 70,000+ Certified

Financial Planners sourced from the official CFP Board public

directory (letsmakeaplan.org).

What you get:

  • Full name and organization
  • Street address, city, state, ZIP
  • Phone number
  • Website URL
  • LinkedIn URL
  • Languages spoken
  • Areas of expertise
  • Planning services offered (Tax Planning, Retirement,

Estate Planning, Investment Planning, and more)

  • Minimum assets under management (when available)
  • CFP® certification status and year
  • CRD number
  • FINRA BrokerCheck URL
  • SEC IAPD URL

Filter by state and planning services to reach exactly

the right advisors — pay only for the records you download.

Perfect for:

  • Fintech and wealthtech SaaS selling to financial advisors
  • Sales teams targeting CFP® professionals for outreach
  • Compliance tools verifying advisor credentials
  • Recruiting agencies sourcing financial planning talent
  • Market researchers mapping the US financial planning landscape

Data sourced from the official CFP Board public directory.

Last updated: August 2026.

What's in the CSV

Every column included in your download.

AddressCert statusCertification yearCityCrdExpertisesFinra urlLanguagesLinkedin urlMin assetsNameOrganizationPhonesPhoto urlPlanning servicesProfile idSec urlStateUrlWebsite urlZip code
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Full dataset price

€700.00

71633 records

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Filtered by State: LA

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588 financial advisors in Los Angeles | Bananalitycs