List of Investment services in San Diego
San Diego, California, has 276 investment services in this dataset, last verified September 6, 2026. It is the biggest market for investment services among the 22 California cities we track, ahead of Wilmington (234). Local listings make up 3.7% of all investment services in California.
134 investment services in San Diego list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 48.6% is in line with the California average (50.3%), and 99.6% of listings include a phone number.
With 89.9% already online (in line with 84.2% across California), only 28 investment services in San Diego lack a website, so site improvements and SEO are the stronger pitch. 18 of their websites list a contact page URL.
69% of the 111 rated investment services in San Diego hold a 5-star average, in line with the California figure of 65%. The 10 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
120
28
60
20
YouTube
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Investment services List in San Diego
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Pathview Wealth Advisors | Address | San Diego | California | United States | Email | Phone | 4 | 4 | — | — | — | — | ||
 | Sanya Mulhern - RBC Wealth Management Branch Director | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | San Diego | California | United States | Email | Phone | 5 | 5 | — | — | — | |||
 | La Jolla Asset Management, Inc. | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Pacific Advisors, LLC | Address | San Diego | California | United States | Email | Phone | 4 | 4 | — | |||||
 | Carlos Vasquez - Morgan Stanley | Address | San Diego | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Michael Walsh - Financial Advisor, Ameriprise Financial Services, LLC | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Capital Growth Inc. Wealth Management | Address | San Diego | California | United States | Email | Phone | 5 | 5 | — | — | — | — | ||
 | Merrill Lynch Wealth Management | Address | San Diego | California | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Thomas J Stout - Financial Advisor, Ameriprise Financial Services, LLC | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Wells Fargo Advisors | Address | San Diego | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Megan Thompson - Financial Advisor, Ameriprise Financial Services, LLC | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Financial Planning Consultants | Address | San Diego | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Morgan Stanley Financial Advisors | Address | San Diego | California | United States | Email | Phone | 2 | 3 | — | — | — | — | ||
 | Tim Diamond - Compass- SD Home Team | Address | San Diego | California | United States | Email | Phone | 38 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 276 records with complete field coverage.
Get the full Investment services database
276 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in San Diego
Most popular business categories across San Diego
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in San Diego
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 276 investment services in San Diego, with the fields to call, email, segment and map them.
Who Sells to Investment services in San Diego, California
Each of these buyers can work the 276 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 276 investment services in San Diego.
- 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 Facebook Outreach in San Diego, California
Start with the 134 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (275): 99.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (134): 48.6% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (120): 43.5% have a Facebook page, a further channel when calls and emails go unanswered.
- 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 San Diego, California
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- No website listed (28): 10% of investment services in San Diego have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (10): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (156): 57% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for San Diego
With 276 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 276 investment services in San Diego and plan visit days by neighborhood.
- Postal code patches: split San Diego 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 San Diego accounts are covered.
Data Coverage for Investment services in San Diego
276 records · verified September 6, 2026
- Phone numbers
- 275
- Email addresses
- 134
- Phone and email
- 134
- Websites
- 248
Google ratings· 111 rated (40%)
69% hold 5 stars
- 1-star rated
- 9
- 8.1% of rated
- 2-star rated
- 1
- 0.9% of rated
- 3-star rated
- 11
- 9.9% of rated
- 4-star rated
- 13
- 11.7% of rated
- 5-star rated
- 77
- 69.4% of rated
Social profiles:
- Facebook:120· 43.5%
- LinkedIn:60· 21.7%
- X (Twitter):29· 10.5%
- Instagram:28· 10.1%
- YouTube:20· 7.2%
Investment services in San Diego are a mixed-channel, Facebook-heavy market: 99.6% list a phone number and 48.6% publish an email. Among 111 rated investment services, 69% hold 5 stars, a mostly positive spread.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in San Diego, California
Everything you need to know about our investment services database for San Diego, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in San Diego, California?
There are 276 investment services in San Diego, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete San Diego market for sales prospecting and territory planning.
How up to date is the Investment services data for San Diego, 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 San Diego, 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 San Diego, California?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in San Diego, 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 San Diego, California cost?
The complete investment services leads database for San Diego, California costs $10 as a one-time payment.
You get instant access to all 276 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 San Diego, 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 San Diego, 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 San Diego, California have phone numbers?
275 investment services in San Diego, California (100% 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 San Diego, California have email addresses?
134 investment services in San Diego, California (49%) 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 San Diego, California have both a phone number and an email address?
134 investment services in San Diego, 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 San Diego, California are active on social media?
Social profile coverage for investment services in San Diego, California: 60 on LinkedIn, 120 on Facebook, 28 on Instagram, 20 on YouTube, 29 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 San Diego, California have a website?
248 investment services in San Diego, California (90%) 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 San Diego, California do not have a website?
28 investment services in San Diego, 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 San Diego, California?
Rating breakdown for investment services in San Diego, California: 77 with a 5-star rating, 13 with a 4-star rating, 11 with a 3-star rating, 1 with a 2-star rating, 9 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 San Diego, we offer the complete Investment services database for California and a national all-50-states version.
If you buy the San Diego list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in San Diego, 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.