Investment Services email list
Access 74,600 investment services across the U.S. — from independent financial advisors to large wealth management firms. Selling portfolio software or trading platforms? This database reaches professionals managing everything from individual retirement accounts to institutional portfolios.
Investment advisory services providing portfolio management and financial planning
Ready-to-contact leads
Unique email records
Monthly demand
Avg. Google searches
Growth trend
Industry trajectory
Avg. annual revenue
Per firm
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| Company | Location | Phone | Website | |
|---|---|---|---|---|
| Karine Aslanian | La Canada Flintridge, CA | +18183554906 | accessibility@theagencyre.com | www.theagencyre.com/agent/karine-aslanian |
| Legendary Capital | Fargo, ND | +17016306500 | acquisitions@legendarycap.com | www.legendarycap.com |
| Skytale Group | Dallas, TX | info@skytalegroup.com | skytalegroup.com | |
| Lloyd Companies | Sioux Falls, SD | +16053232820 | admin@lloydcompanies.com | lloydcompanies.com |
| Yarotek | Hallandale, FL | +13055033053 | info@yarotek.com | www.yarotek.com/?utm_source=google&utm_medium=gmb |
| Tridis Brand | Ripley, MS | +15743530751 | email@tridisbrand.com | tridisbrand.com |
| Balfour Hamilton | WEALTH & Assets Marketplace ~ Real Estate Investing & Development Consulting | Washington, DC | +18778325874 | info@balfourhamilton.com | balfourhamilton.com |
| Alternativa Solutions LLC | Cumberland, WI | +17153184653 | info@alternativasolutions.com | www.alternativasolutions.com |
| Potent Technologies LLC. | Fort Pierce, FL | +13477240799 | potent.tech.info@gmail.com | potent-tech.wixsite.com/home |
| Lutz | Grand Island, NE | +13083827850 | pjohnson@lutz.us | www.lutz.us/?utm_source=localsearch&utm_medium=directory&utm_campaign=grandislandlso |
+ 74,633 more verified contacts | ||||
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Database Overview
What You Get
- Full CSV/Excel export
- Location & specialization filters
- Verified contact information
- Company business profiles
Coverage Statistics
Top Cities
- Minneapolis, MN700 firms
- Houston, TX500 firms
- Saint Louis, MO400 firms
Top States
- California6,500 firms
- Texas5,500 firms
- Florida4,700 firms
What they do
Investment advisors spend their days explaining why client portfolios dropped 15% while the market only fell 10%, then justifying management fees when everything could have been in index funds.
Daily responsibilities
- Develop customized investment strategies based on client risk tolerance and financial goals
- Monitor portfolio performance and make tactical adjustments to asset allocation
- Conduct investment research and analysis to identify opportunities across asset classes
- Prepare detailed investment reports and performance summaries for clients
- Stay current with market conditions, economic trends, and regulatory changes affecting investments
Required skills
- Investment analysis and portfolio management expertise across multiple asset classes
- Securities licensing (Series 7, 66) and understanding of investment regulations
- Financial modeling and quantitative analysis capabilities for risk assessment
- Client relationship management and communication skills for complex financial concepts
- Professional certifications (CFA, CFP) and continuing education in investment management
Compensation snapshot
- Average annual: $125,000 median for investment professionals
- Salary range: $70K-$300K depending on AUM and experience
- Top earners: Wealth managers and investment advisors: $200K-$600K+
- Commission per sale: 1-2% of assets under management annually
- Hourly rate: $150-400/hour for specialized consulting
How they get started
Finance education → Securities licensing → Investment experience → Professional certifications → Practice ownership
- Minimum education: Bachelor's degree in finance, economics, business, or related field
- Time to get started: 5-10 years of relevant experience plus certifications before independent practice
Required certifications
- Securities licenses (Series 7, 66) and investment advisor registration where applicable
- Professional certifications like CFA, CFP, or CAIA depending on specialization
- Continuing education requirements for license maintenance and professional certifications
Investment advisory services providing portfolio management and financial planning
Peak season
October-December (year-end tax planning and rebalancing)
Most buyers close deals here
Slow season
June-August (summer vacation scheduling)
Great for nurturing and demos
Monthly demand
12,000
Average Google searches
Growth
+9% annually
Year-over-year trend
Business focus
4,031 operate primarily in this category, with 33.9% running no more than two service lines.
Best time to reach out
Tuesday-Thursday, 9-11 AM or 2-4 PM, avoiding client service hours
Subject lines that get replies
- Stop losing clients when markets drop 20%
- Generate reports that actually impress institutional clients
- Portfolio management that handles rebalancing automatically
Value props to highlight
- Portfolio management and trading platforms
- Client reporting and performance analytics tools
- Compliance and regulatory reporting solutions
Pain points you can solve
- Market crashes destroy client relationships and trigger mass withdrawals
- SEC examinations can shut down practices for minor compliance violations
- Betterment and Wealthfront charging 0.25% while advisors need 1% to survive
- Portfolio platforms that don't talk to CRM systems or custodians
- Clients want Warren Buffett returns but panic-sell at the first downturn
Ideal company size
- Independent advisors (100-500 clients, $100M+ AUM): Need portfolio management and reporting systems
- Small investment firms (5-15 advisors, $500M+ AUM): Require trading platforms and compliance management
- Mid-size practices (15+ advisors, $1B+ AUM): Focus on institutional-grade analytics and risk management
- Investment companies: Need enterprise trading systems, custody integration, and regulatory reporting
Budget indicators
- Investment in portfolio management software, trading platforms, or financial planning tools
- Spending on market data feeds, research subscriptions, or investment analysis platforms
- Professional development in CFA, CFP, or specialized investment certifications
- Technology investments in risk management systems, compliance software, or client communication platforms
Discovery questions
- What's your total assets under management and average account minimum?
- Do you focus on individual wealth management, institutional clients, or retirement plans?
- How do you currently handle portfolio construction, trading, and performance reporting?
- What are your biggest challenges with compliance, client acquisition, or investment research?
Who signs off
Managing partners control all major software and platform purchases. Senior advisors influence research tools, but anything over $1,000/month needs partner approval.
Average firm size: Independent investment advisors typically work solo or with 1-3 staff, while investment firms employ 10-50 professionals.