Financial Advisor government contracts in California
CaliforniaFinancial Advisor- Latest contract
- Oct 16, 2025
- 12 months ago
- Contracts
- 89
- in California
- Vendors
- 10
- Disclosed value
- $1.1M
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THE 30-SECOND BRIEF
Dale Scott & Company holds the most financial advisor contracts (11), followed by Knn Public Finance and Piper Sandler & Co.
Northern Sonoma County Fire Protection District is the most active California buyer, with 4 contracts, followed by Alum Rock Union Elementary and Cupertino Union.
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Questions about California financial advisor contracts
How many Financial Advisor government contracts are there in California?
Civic IQ tracks 89 financial advisor government contracts across 73 agencies in California representing $1.1M in total contract value. These contracts span 10 vendors and cover service agreements, technology implementations, infrastructure projects, and procurement awards. Contract details including amounts, terms, and renewal dates are updated as new data becomes available.
Which vendors have financial advisor contracts in California?
The leading vendors with financial advisor government contracts in California include: Dale Scott & Company (11 contracts); Knn Public Finance (8 contracts); Piper Sandler & Co (6 contracts); Isom Advisors (5 contracts); Caldwell Flores Winters (3 contracts). Tracking vendor contract wins, values, and agency relationships helps you understand the competitive landscape — whether you're evaluating vendors as an agency buyer or positioning against incumbents as a competitor.
Which California agencies buy financial advisor?
The most active California government agencies procuring financial advisor are: Northern Sonoma County Fire Protection District (4 contracts); Alum Rock Union Elementary (3 contracts); Cupertino Union (3 contracts); Lindsay Unified (3 contracts); Terra Bella Union Elementary (2 contracts). Each agency manages its own procurement process and vendor relationships. Understanding which agencies are the largest buyers helps vendors prioritize outreach and tailor their proposals to specific agency needs.
How do I find financial advisor government contracts in California?
Civic IQ aggregates financial advisor contract data from 73 California government agencies into a single searchable database. You can browse contracts by agency, vendor, value, status, and renewal date. Beyond active contracts, Civic IQ also tracks pre-RFP signals from board meetings and budget discussions — surfacing financial advisor opportunities 6–18 months before formal solicitations go live.
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What is the average value of financial advisor contracts in California?
Based on tracked contract data, the average financial advisor government contract in California is valued at approximately $12K, with 89 contracts totaling $1.1M. Individual contract values vary significantly depending on scope, agency size, and contract duration. Detailed value breakdowns by agency and vendor are available on Civic IQ.
What related contract categories are active in California?
Beyond financial advisor, other active government contract categories in California include Professional Services, Other, Supplies, Technology, and Construction. Agencies often procure across multiple categories simultaneously — a city upgrading its IT infrastructure may also issue contracts for professional services, facilities maintenance, and cybersecurity. Tracking related categories helps you identify cross-selling opportunities and understand the full procurement landscape.