List of Investment services in Newport Beach
Newport Beach, California, has 140 investment services in this dataset, last verified September 6, 2026. Among the 22 California cities we track, it ranks 11th, between Lafayette (147) and Irvine (140). Local listings make up 1.9% of all investment services in California.
49 investment services in Newport Beach list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the California average, 35% against 50.3%, so expect phone (98.6% coverage) to do most of the work.
With 90.7% already online (above 84.2% across California), only 13 investment services in Newport Beach lack a website, so site improvements and SEO are the stronger pitch. 36 of their websites list a contact page URL.
59% of the 44 rated investment services in Newport Beach hold a 5-star average, below the California figure of 65%. The 5 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
16
10
18
8
YouTube
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Investment services List in Newport Beach
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Jason Shirk - Financial Advisor, Ameriprise Financial Services, LLC | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Kost Investment Group | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
South Coast Angel Group | Address | Newport Beach | California | United States | Email | Phone | — | 1 | 5 | — | — | — | — | ||
 | Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services, LLC | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Chartered Realty Investors Society | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Rodriquez Wealth Management | Address | Newport Beach | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | John Breen - Financial Advisor, Ameriprise Financial Services, LLC | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wells Fargo Advisors Financial Network | Address | Newport Beach | California | United States | Email | Phone | — | 1 | 1 | — | — | — | — | |
 | Fiduciary Advisors, LLC | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The M Group - Morgan Stanley | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Buchanan Street Partners | Address | Newport Beach | California | United States | Email | Phone | 6 | 4.2 | — | — | — | — | ||
 | IEQ Capital | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | David Rowan Young - Morgan Stanley | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bockhold Investment Group | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Andrea M Casaw - Morgan Stanley | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 140 records with complete field coverage.
Get the full Investment services database
140 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Newport Beach
Most popular business categories across Newport Beach
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Newport Beach
This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 140 investment services in Newport Beach, with the fields to call, email, segment and map them.
Who Sells to Investment services in Newport Beach, California
Each of these buyers can work the 140 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 140 investment services in Newport Beach.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in Newport Beach, California
Start with the 49 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (138): 98.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (49): 35% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (36): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Newport Beach, California
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- Rated 1 to 2 stars (5): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (124): 89% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Newport Beach
With 140 investment services in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 140 investment services in Newport Beach and plan visit days by neighborhood.
- Postal code patches: split Newport Beach by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 21 other California cities we track are the next step once Newport Beach accounts are covered.
Data Coverage for Investment services in Newport Beach
140 records · verified September 6, 2026
- Phone numbers
- 138
- Email addresses
- 49
- Phone and email
- 49
- Websites
- 127
Google ratings· 44 rated (31%)
59% hold 5 stars
- 1-star rated
- 3
- 6.8% of rated
- 2-star rated
- 2
- 4.5% of rated
- 3-star rated
- 4
- 9.1% of rated
- 4-star rated
- 9
- 20.5% of rated
- 5-star rated
- 26
- 59.1% of rated
Social profiles:
- LinkedIn:18· 12.9%
- Facebook:16· 11.4%
- Instagram:10· 7.1%
- YouTube:8· 5.7%
- X (Twitter):7· 5%
Investment services in Newport Beach are a mixed-channel market: 98.6% list a phone number and 35% publish an email. Among 44 rated investment services, 59% hold 5 stars, a mostly positive spread.
Related Investment services by Location
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Frequently asked questions about Investment services in Newport Beach, California
Everything you need to know about our investment services database for Newport Beach, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Newport Beach, California?
There are 140 investment services in Newport Beach, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Newport Beach market for sales prospecting and territory planning.
How up to date is the Investment services data for Newport Beach, California?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Investment services database for Newport Beach, California?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Investment services businesses in Newport Beach, California?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Newport Beach, California as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Investment services database for Newport Beach, California cost?
The complete investment services leads database for Newport Beach, California costs $10 as a one-time payment.
You get instant access to all 140 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need investment services contacts in Newport Beach, California specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Investment services data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Newport Beach, California investment services database, including contact fields, social profiles, and ratings data.
How do I download the Investment services list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Investment services in Newport Beach, California have phone numbers?
138 investment services in Newport Beach, California (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Investment services in Newport Beach, California have email addresses?
49 investment services in Newport Beach, California (35%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Investment services in Newport Beach, California have both a phone number and an email address?
49 investment services in Newport Beach, California have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Investment services in Newport Beach, California are active on social media?
Social profile coverage for investment services in Newport Beach, California: 18 on LinkedIn, 16 on Facebook, 10 on Instagram, 8 on YouTube, 7 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Investment services in Newport Beach, California have a website?
127 investment services in Newport Beach, California (91%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Investment services in Newport Beach, California do not have a website?
13 investment services in Newport Beach, California operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Investment services in Newport Beach, California?
Rating breakdown for investment services in Newport Beach, California: 26 with a 5-star rating, 9 with a 4-star rating, 4 with a 3-star rating, 2 with a 2-star rating, 3 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Investment services data for all of California or the entire US?
Yes. Beyond Newport Beach, we offer the complete Investment services database for California and a national all-50-states version.
If you buy the Newport Beach list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Newport Beach, California legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.