List of Investment services in United States
The United States has 70,013 investment services in this dataset, last verified September 6, 2026. California leads with 7,491, ahead of Texas (5,029) and Florida (4,223). Together the top three states account for just 24% of the market, and it takes 11 of 51 states to reach half of all records, so investment services are spread widely across the country rather than clustered in a few markets.
Most investment services can be reached by email: 42,976 records (61.4%) include an email address, 69,219 (98.9%) list a phone number, and 42,642 carry both, so email-first sequences are practical at scale.
Web presence is close to universal: 90.3% of investment services in the United States have a website and only 6,769 do not, so agencies will find more demand for redesigns and SEO than for first-time builds. Of the websites on record, 5,207 (8.2%) include a contact page URL.
39% of investment services carry Google ratings, and among rated businesses 70% hold a 5-star average, a heavily skewed distribution typical of small operators with few reviews. The 2,128 businesses rated 1 to 2 stars are candidates for reputation management outreach.
Social Media Reach
38,464
8,214
27,816
5,105
YouTube
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Investment services List in United States
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Raymond James Financial Services | Address | Centralia | Illinois | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Cheryl Rambler-Goveia - Financial Advisor, Ameriprise Financial Services, LLC | Address | Melville | New York | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | TIAA Financial Services | Address | Washington | District of Columbia | United States | Email | Phone | 3 | 2.3 | ||||||
 | Morgan Stanley Financial Advisors | Address | Woodland Hills | California | United States | Email | Phone | 2 | 1 | — | — | — | — | ||
 | Frank R Nickey - Financial Advisor, Ameriprise Financial Services, LLC | Address | Newport News | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Ansley L Beaubien | Address | Statesboro | Georgia | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Edward Jones - Financial Advisor: Chelsey Garrett Washo | Address | South Boston | Virginia | United States | Email | Phone | 3 | 5 | — | — | ||||
 | Raymond James Financial Services | Address | Saratoga Springs | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Yolo Investments Llc | Address | Cincinnati | Ohio | United States | Email | Phone | 4 | 2.8 | — | — | — | — | |||
 | The Banks Group of Janney Montgomery Scott | Address | New Haven | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | First Merchants Bank | Address | Avon | Indiana | United States | Email | Phone | 28 | 2.5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Teddy Kon | Address | Schaumburg | Illinois | United States | Email | Phone | 2 | 5 | — | — | ||||
 | Bill Tassey - Financial Advisor, Ameriprise Financial Services, LLC | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Principle Wealth | Address | Madison | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | CoinFlip Bitcoin ATM - Purple Haze Smoke Shop (Northridge) | Address | Northridge | California | United States | Email | Phone | 0 | 0 | — |
This is a randomized preview — the full database contains 70,013 records with complete field coverage.
Get the full Investment services database
70,013 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Investment services across different territories
What You Can Do with the List of Investment services in United States
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 70,013 investment services in the United States, with the fields to call, email, segment and map them.
Who Sells to Investment services in the United States
Each of these buyers can work the 70,013 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 70,013 investment services in the United States.
- 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 the United States
Start with the 42,642 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (69,219): 98.9% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (42,976): 61.4% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (38,464): 54.9% 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 the United States
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 (2,128): businesses with poor Google ratings, prospects for reputation management and review generation services.
Plan Sales Territories Across the United States
The United States spreads its 70,013 investment services across 51 states, so split the list before assigning reps:
- Priority states: California, Texas, Florida, New York and Illinois hold 33% of all records, a natural first territory for field or regional reps.
- Long-tail states: the 10 smallest states hold 3.6% of records combined, better covered by inside sales and email than by field visits.
- Territory mapping: records include latitude and longitude, so you can plot investment services by state, draw territories and balance accounts between reps.
- Market sizing: compare state and city counts to size demand before launching a product or opening a new region.
Data Coverage for Investment services in United States
70,013 records · verified September 6, 2026
- Phone numbers
- 69,219
- Email addresses
- 42,976
- Phone and email
- 42,642
- Websites
- 63,244
Google ratings· 27,383 rated (39%)
70% hold 5 stars
- 1-star rated
- 1,345
- 4.9% of rated
- 2-star rated
- 783
- 2.9% of rated
- 3-star rated
- 3,347
- 12.2% of rated
- 4-star rated
- 2,619
- 9.6% of rated
- 5-star rated
- 19,289
- 70.4% of rated
Social profiles:
- Facebook:38,464· 54.9%
- LinkedIn:27,816· 39.7%
- X (Twitter):8,308· 11.9%
- Instagram:8,214· 11.7%
- YouTube:5,105· 7.3%
Investment services in the United States are an email-friendly, Facebook-heavy market: 98.9% list a phone number and 61.4% publish an email. Among 27,383 rated investment services, 70% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in United States
Everything you need to know about our investment services database for United States: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in United States?
There are 70,013 investment services in United States in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across all 50 US states, for sales prospecting, competitive research, and territory planning.
How up to date is the Investment services data for United States?
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 United States?
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 United States?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in United States 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 United States cost?
The complete investment services leads database for United States costs $239 as a one-time payment.
You get instant access to all 70,013 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 United States specifically, a one-time $239 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 United States 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 United States have phone numbers?
69,219 investment services in United States (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 United States have email addresses?
42,976 investment services in United States (61%) 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 United States have both a phone number and an email address?
42,642 investment services in United States 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 United States are active on social media?
Social profile coverage for investment services in United States: 27,816 on LinkedIn, 38,464 on Facebook, 8,214 on Instagram, 5,105 on YouTube, 8,308 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 United States have a website?
63,244 investment services in United States (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 United States do not have a website?
6,769 investment services in United States 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 United States?
Rating breakdown for investment services in United States: 19,289 with a 5-star rating, 2,619 with a 4-star rating, 3,347 with a 3-star rating, 783 with a 2-star rating, 1,345 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 filter this national Investment services database by state or city?
Yes. Every record includes state and city fields, so the national file filters instantly in Excel, Google Sheets, or your CRM.
Buying national is usually cheaper than buying several states separately: one file, every US market.
Is the Investment services contact data in United States 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.