List of Investment services in California
California has 7,491 investment services in this dataset, last verified September 6, 2026. That makes it the largest market for investment services in the United States, with 11% of the national total, ahead of Texas (5,029).
Among cities, San Diego leads with 276, ahead of Wilmington (234) and San Francisco (199). Together the top three hold only 9.5% of all investment services in California, so the market reaches well beyond its biggest cities.
Email is harder to come by in California: 3,765 records (50.3%) include an email address, below the national rate of 61.4%, so phone should carry more of the outreach. 7,404 (98.8%) list a phone number, and 3,735 carry both.
84.2% of investment services in California have a website, in line with the national average of 90.3%. Only 1,181 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 2,630 rated investment services in California, 65% hold a 5-star average, below the national figure of 70%. 283 are rated 1 to 2 stars (11% of rated businesses, well above the national 7.8%), a natural shortlist for reputation management and review software.
Social Media Reach
2,892
854
2,298
626
YouTube
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Investment services List in California
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Ian E. Fischler - Morgan Stanley | Address | Beverly Hills | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Latham Wealth Management | Address | Long Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Lester, Karpow, Dyer & Associates - Ameriprise Financial Services, LLC | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Teddy Squilanti | Address | Costa Mesa | California | United States | Email | Phone | 0 | 0 | — | — | ||||
Blue Hall Capital | Address | Napa | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Vision Quest Investments, LLC | Address | Ramona | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wells Fargo Advisors | Address | Glendora | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Regal Financial Group | Address | Chatsworth | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
L Squared | Address | Newport Beach | California | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Strategy Squad | Address | Belvedere Tiburon | California | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | PACIFIC CAPITAL | Address | Newport Beach | California | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Solera Asset Managers | Address | Granite Bay | California | United States | Email | Phone | 10 | 4.2 | — | — | — | — | ||
 | Wells Fargo Advisors | Address | Fresno | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | CoinFlip Bitcoin ATM - A & C Liquor Market (Long Beach) | Address | Long Beach | California | United States | Email | Phone | 7 | 5 | — | |||||
 | Thailand Board of Investment, Los Angeles Office | Address | Los Angeles | California | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 7,491 records with complete field coverage.
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7,491 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 California
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 7,491 investment services in California, with the fields to call, email, segment and map them.
Who Sells to Investment services in California
Each of these buyers can work the 7,491 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 7,491 investment services in California.
- 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 California
Start with the 3,735 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (7,404): 98.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (3,765): 50.3% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (2,892): 38.6% 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 California
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- No website listed (1,181): 16% of investment services in California have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (283): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (4,599): 61% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across California
The 7,491 investment services in California are spread across 22 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: San Diego, Wilmington, San Francisco, Los Angeles and Richmond hold 15% of records in California, the biggest clusters for in-person visits.
- Beyond the big cities: 4,064 records (54%) sit outside the 22 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Investment services in California
7,491 records · verified September 6, 2026
- Phone numbers
- 7,404
- Email addresses
- 3,765
- Phone and email
- 3,735
- Websites
- 6,310
Google ratings· 2,630 rated (35%)
65% hold 5 stars
- 1-star rated
- 212
- 8.1% of rated
- 2-star rated
- 71
- 2.7% of rated
- 3-star rated
- 378
- 14.4% of rated
- 4-star rated
- 262
- 10% of rated
- 5-star rated
- 1,707
- 64.9% of rated
Social profiles:
- Facebook:2,892· 38.6%
- LinkedIn:2,298· 30.7%
- X (Twitter):1,036· 13.8%
- Instagram:854· 11.4%
- YouTube:626· 8.4%
Investment services in California are an email-friendly, Facebook-heavy market: 98.8% list a phone number and 50.3% publish an email. Among 2,630 rated investment services, 65% 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 California
Everything you need to know about our investment services database for California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in California?
There are 7,491 investment services in California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in California, for sales prospecting, competitive research, and territory planning.
How up to date is the Investment services data for 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 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 California?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in 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 California cost?
The complete investment services leads database for California costs $62 as a one-time payment.
You get instant access to all 7,491 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 California specifically, a one-time $62 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 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 California have phone numbers?
7,404 investment services in 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 California have email addresses?
3,765 investment services in California (50%) 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 California have both a phone number and an email address?
3,735 investment services in 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 California are active on social media?
Social profile coverage for investment services in California: 2,298 on LinkedIn, 2,892 on Facebook, 854 on Instagram, 626 on YouTube, 1,036 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 California have a website?
6,310 investment services in California (84%) 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 California do not have a website?
1,181 investment services in 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 California?
Rating breakdown for investment services in California: 1,707 with a 5-star rating, 262 with a 4-star rating, 378 with a 3-star rating, 71 with a 2-star rating, 212 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 other states or the entire US?
Yes. The national Investment services database covers all 50 US states, and individual state and major-city lists are also available.
If you buy California first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Investment services contact data in 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.