Insights

Boutique footprint Small independent RIA with revenue under $1M and a lean team suggests opportunities to upsell outsourced investment management, comprehensive financial planning services, and scalable advisory solutions that fit a growing client base.

Regulatory alignment Registered Investment Advisor status and relationships with broker dealers indicate potential for cross-sell of custody, trust, and enhanced advisory platforms through APW Capital, TD Ameritrade, and Schwab integrated services.

Tech modernization Current tech stack includes Drupal, jQuery, PHP and analytics; opportunities exist to modernize client experience, improve digital onboarding, and leverage data analytics for personalized investment insights to attract new clients.

Wealth growth focus Historical stakes in diversified assets (ETFs and equities) show appetite for diversified portfolios; target mid-market individuals or small business owners seeking financial planning plus progressive investment strategies.

Market expansion Limited team size presents a chance to partner with scale-focused platforms, offer white-labeled or co-branded services, and pursue referral-driven growth with local financial institutions or SMB networks.

Johanson Financial Advisors, Inc. Tech Stack

Johanson Financial Advisors, Inc. uses 8 technology products and services including Drupal, Google Fonts API, jQuery, and more. Explore Johanson Financial Advisors, Inc.'s tech stack below.

Drupal

Content Management System

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

Lightbox

Javascript Libraries

Modernizr

Javascript Libraries

PHP

Programming Languages

Google Analytics

Web Analytics

Facebook

Widgets

Johanson Financial Advisors, Inc. Email Formats	Example	Percentage
FLast@johansonfinancial.com	JDoe@johansonfinancial.com	86%
First.Last@johansonfinancial.com	John.Doe@johansonfinancial.com	14%

Johanson Financial Advisors, Inc. Email Formats

Example

Percentage

FLast@johansonfinancial.com

JDoe@johansonfinancial.com

86%

First.Last@johansonfinancial.com

John.Doe@johansonfinancial.com

14%

Frequently Asked Questions

What is Johanson Financial Advisors, Inc.'s phone number?

You can contact Johanson Financial Advisors, Inc.'s main corporate office by phone at

+1-408-404-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Johanson Financial Advisors, Inc.'s official website and social media links?

Johanson Financial Advisors, Inc.'s official website is johansonfinancial.com and has social profiles on LinkedIn.

How much revenue does Johanson Financial Advisors, Inc. generate?

As of July 2026, Johanson Financial Advisors, Inc.'s annual revenue is estimated to be <$1M.

What is Johanson Financial Advisors, Inc.'s NAICS code?

Johanson Financial Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Johanson Financial Advisors, Inc. have currently?

As of July 2026, Johanson Financial Advisors, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Chief Operating Officer: L. T. and Team Member: S. S. C. Explore Johanson Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Johanson Financial Advisors, Inc. belong to?

Johanson Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Johanson Financial Advisors, Inc. use?

Johanson Financial Advisors, Inc.'s tech stack includes Drupal, Google Fonts API, jQuery, Lightbox, Modernizr, PHP, Google Analytics and Facebook.

What is Johanson Financial Advisors, Inc.'s email format?

Johanson Financial Advisors, Inc.'s email format typically follows the pattern of FLast@johansonfinancial.com. Find more Johanson Financial Advisors, Inc. email formats with LeadIQ.

Johanson Financial Advisors, Inc.

Q: How many employees does Johanson Financial Advisors, Inc. have currently?

Johanson Financial Advisors, Inc. has approximately 7 employees.

Q: What industry does Johanson Financial Advisors, Inc. belong to?

Johanson Financial Advisors, Inc. operates in the Financial Services industry.

Q: What technology does Johanson Financial Advisors, Inc. use?

Johanson Financial Advisors, Inc.'s tech stack includes Google Analytics, Twitter, PHP, Lightbox, jQuery.

Q: What is Johanson Financial Advisors, Inc.'s NAICS code?

Johanson Financial Advisors, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Johanson Financial Advisors, Inc. is a Registered Investment Advisor operating in the financial services industry, based in Campbell, California. The firm emphasizes helping clients achieve financial peace and security through a structured process that inventories their financial situation and goals, followed by a comprehensive plan and ongoing monitoring aimed at financial independence. Its client base includes individuals seeking greater clarity and stability in their financial future, with services positioned to address concerns about market volatility and long-term planning. The company operates with a small team and positions itself within a broader network of advisory and brokerage relationships, including affiliations with APW Capital and custodial arrangements through TD Ameritrade Institutional and Charles Schwab & Co. Though the firm provides tailored financial guidance, it remains independent of its stated corridors, focusing on continuity and client confidence. A recent development noted in public records includes the firm’s ongoing investment activity in various asset classes during 2018–2020, reflecting an active portfolio management approach.

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