List of Investment services in Walnut Creek
Walnut Creek, California, has 152 investment services in this dataset, last verified September 6, 2026. Among the 22 California cities we track, it ranks 9th, between Lincoln (156) and Lafayette (147). Local listings make up 2% of all investment services in California.
84 investment services in Walnut Creek list both a phone number and an email address, the best starting point for multi-channel outreach. At 55.9%, email coverage runs above the California average of 50.3%, while 99.3% of listings include a phone number.
With 95.4% already online (above 84.2% across California), only 7 investment services in Walnut Creek lack a website, so site improvements and SEO are the stronger pitch. 6 of their websites list a contact page URL.
63% of the 38 rated investment services in Walnut Creek hold a 5-star average, in line with the California figure of 65%. The 3 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
82
15
29
15
YouTube
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Investment services List in Walnut Creek
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Bedell Frazier Investment Counselling, LLC | Address | Walnut Creek | California | United States | Email | Phone | 2 | 3 | — | — | ||||
 | Fremont Bank | Address | Walnut Creek | California | United States | Email | Phone | 15 | 3.9 | ||||||
 | Marin Wealth Advisors LLC | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Protected Investors of America | Address | Walnut Creek | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Kurt King - Financial Advisor, Ameriprise Financial Services, LLC | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Thomas J Alderson - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Comar - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Scott Danilson - Financial Advisor, Ameriprise Financial Services, LLC | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
Edward Jones - Financial Advisor | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | |||||
 | Stephen Platter - Morgan Stanley | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Gary Berg and Associates - Ameriprise Financial Services, LLC | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Anthony Carmichael - RBC Wealth Management Financial Advisor | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Alexander Esco - Financial Advisor, Ameriprise Financial Services, LLC | Address | Walnut Creek | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Fidelity Investments | Address | Walnut Creek | California | United States | Email | Phone | 22 | 3.5 | — | — | — | — | ||
Pearl Wealth Advisors | Address | Walnut Creek | California | United States | Email | Phone | — | 2 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 152 records with complete field coverage.
Get the full Investment services database
152 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Walnut Creek
Most popular business categories across Walnut Creek
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Walnut Creek
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 152 investment services in Walnut Creek, with the fields to call, email, segment and map them.
Who Sells to Investment services in Walnut Creek, California
Each of these buyers can work the 152 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 152 investment services in Walnut Creek.
- 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 Walnut Creek, California
Start with the 84 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (151): 99.3% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (85): 55.9% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (82): 53.9% 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 Walnut Creek, 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 (3): businesses with poor Google ratings, prospects for reputation management and review generation services.
Local Coverage Plan for Walnut Creek
With 152 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 152 investment services in Walnut Creek and plan visit days by neighborhood.
- Postal code patches: split Walnut Creek 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 Walnut Creek accounts are covered.
Data Coverage for Investment services in Walnut Creek
152 records · verified September 6, 2026
- Phone numbers
- 151
- Email addresses
- 85
- Phone and email
- 84
- Websites
- 145
Google ratings· 38 rated (25%)
63% hold 5 stars
- 1-star rated
- 2
- 5.3% of rated
- 2-star rated
- 1
- 2.6% of rated
- 3-star rated
- 7
- 18.4% of rated
- 4-star rated
- 4
- 10.5% of rated
- 5-star rated
- 24
- 63.2% of rated
Social profiles:
- Facebook:82· 53.9%
- LinkedIn:29· 19.1%
- X (Twitter):16· 10.5%
- Instagram:15· 9.9%
- YouTube:15· 9.9%
Investment services in Walnut Creek are an email-friendly, Facebook-heavy market: 99.3% list a phone number and 55.9% publish an email. Among 38 rated investment services, 63% 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 Walnut Creek, California
Everything you need to know about our investment services database for Walnut Creek, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Walnut Creek, California?
There are 152 investment services in Walnut Creek, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Walnut Creek market for sales prospecting and territory planning.
How up to date is the Investment services data for Walnut Creek, 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 Walnut Creek, 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 Walnut Creek, California?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Walnut Creek, 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 Walnut Creek, California cost?
The complete investment services leads database for Walnut Creek, California costs $10 as a one-time payment.
You get instant access to all 152 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 Walnut Creek, 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 Walnut Creek, 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 Walnut Creek, California have phone numbers?
151 investment services in Walnut Creek, 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 Walnut Creek, California have email addresses?
85 investment services in Walnut Creek, California (56%) 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 Walnut Creek, California have both a phone number and an email address?
84 investment services in Walnut Creek, 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 Walnut Creek, California are active on social media?
Social profile coverage for investment services in Walnut Creek, California: 29 on LinkedIn, 82 on Facebook, 15 on Instagram, 15 on YouTube, 16 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 Walnut Creek, California have a website?
145 investment services in Walnut Creek, California (95%) 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 Walnut Creek, California do not have a website?
7 investment services in Walnut Creek, 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 Walnut Creek, California?
Rating breakdown for investment services in Walnut Creek, California: 24 with a 5-star rating, 4 with a 4-star rating, 7 with a 3-star rating, 1 with a 2-star rating, 2 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 Walnut Creek, we offer the complete Investment services database for California and a national all-50-states version.
If you buy the Walnut Creek list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Walnut Creek, 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.