California has 778 investment service businesses. The average customer rating is 3.9 out of 5 stars. The top-rated business is Core Family Office with 5.0 stars and 10 reviews. 66% have websites, 44% list phone numbers, 44% provide email contacts.
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Everything you need to know about this market at a glance
778
in this area
3.9
Typical: 4.8 stars
2
per business (726 reviewed)
3 months
New MarketWhat contact info is available for these businesses
A reasonable number of businesses have websites and emails available.
How customers rate these businesses and who gets the most attention
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
Just a few popular businesses get most of the customer attention. Many others are barely visible online.
Highest Rated Business
Core Family Office
There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
One business has a slight edge but doesn't dominate. The top position is still up for grabs.
A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.
How old are these businesses and is the market growing?
Average time since businesses were listed
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
Many new businesses are entering this market. The area is seeing significant growth and new investment.
Where businesses are located and how complete the data is
Businesses are distributed across the area but with some clustering in popular zones.
How many businesses have complete info (name, phone, address, website, email).
Special characteristics that businesses in this market have self-reported
These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.
There are 778 investment service serving California. The average rating is 3.9 stars based on 726 reviewed businesses. Reviewed businesses have an average of 2 reviews. 66% have websites and 44% list email contact and 44% have phone numbers. The highest-rated is Core Family Office with 5 stars from 10 reviews.
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Core Family Office | 5.0 | 10 | Woodland Hills, CA |
Browse 778 verified businesses with contact details
Showing 9 of 778 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
18022 Culver Dr, Irvine, CA, 92612 | No reviews | View | |
701 S Parker St, Orange, CA, 92868 | No reviews | View | |
251 E Willow St, Long Beach, CA, 90806 | 4.0(1) | View | |
1414 Fair Oaks Ave #6, South Pasadena, CA, 91030 | No reviews | View | |
2400 E Katella Ave # 1000, Anaheim, CA, 92806 | 5.0(3) | View | |
11100 Santa Monica Blvd Suite 600, Los Angeles, CA, 90025 | 5.0(1) | View | |
1551 N Tustin Ave #100, Santa Ana, CA, 92705 | No reviews | View | |
2520 W Olive Ave Suite 300, Burbank, CA, 91505 | 1.0(2) | View | |
6200 Canoga Ave #305, Woodland Hills, CA, 91367 | 5.0(10) | View |
9 of 778 businesses
Comprehensive market data for investment service businesses in California, based on 778 verified listings.
Common questions about investment service in California, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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Practical tips to help you connect with investment service businesses in California.
Outdated websites are everywhere, and their owners often do not realize how much business they are losing. Learn why this market remains underserved, how to identify the best opportunities, and why these businesses convert at higher rates than you might expect.
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| View |
| 2 | Wells Fargo Advisors | 5.0 | 3 | Anaheim, CA | View |
| 3 | Merrill Investment & Retirement Financial Center | 5.0 | 1 | Castro Valley, CA | View |
| 4 | Aspiriant Wealth Management | 5.0 | 1 | Los Angeles, CA | View |
| 5 | Wells Fargo Advisors | 4.0 | 1 | Long Beach, CA | View |
| 6 | HRTG Partners | 3.0 | 2 | Menlo Park, CA | View |
| 7 | California Capital Management | 1.0 | 2 | Burbank, CA | View |
Access 778+ verified business contacts with phone numbers, emails, and complete company profiles.
The investment service market in California consists of 778 businesses competing for local customers. This is a highly competitive market with a large number of established businesses. New entrants face significant competition for visibility and customer acquisition.
Customer satisfaction among investment service in California shows moderate levels, with an average rating of 3.9 stars. About 61% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 30% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 66% of all reviews, indicating that customer engagement varies significantly across the market.
Digital adoption among investment service in California varies significantly. 66% of businesses have websites, indicating moderate digital adoption. There is meaningful opportunity for businesses without web presence to gain competitive advantage through digital channels.
Reaching investment service in California is possible through multiple channels. Phone numbers are available for 44% of businesses. Email outreach is viable with 44% email availability, though phone contact remains more universally accessible.
This market analysis is compiled from 778 verified investment service business listings in California. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.
