Investment Services Directory

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Investment services comprise a broad range of management, administration, and consulting activities related to investments in financial instruments. This Investment Services directory includes investment service pages for every State in the USA plus Washington, DC. Each State and District page lists investment services located in that State or District, including their company or website names as well as their locations, phone numbers, and website links.

Before visiting an investment service listed herein, be sure to check its address, hours of operation, and appointment policy (if any) by visiting its website or contacting it. The investment service may have moved or no longer be in business, and hours of operation may be irregular.

Each directory listing specifies the County in which the investment service is located as well as the database categories that are relevant to the listing. Convenient links to adjacent State directories are provided at the bottom of each directory page.


Alabama Alaska Arkansas Arizona California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana	Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Washington, DC

States with no investment service listings are grayed out in the State Menu.

The 10 states with the most investment service listings are shown below, along with the number of listings in each of these states.

New York (≈133)
California (≈122)
Texas (≈88)
Massachusetts (≈63)
Pennsylvania (≈60)
Illinois (≈60)
Florida (≈49)
Ohio (≈37)
Washington (≈35)
Wisconsin (≈32)

The 10 cities with the most investment service listings are shown below, along with the number of listings in each of these cities.

New York, New York (≈87)
Boston, Massachusetts (≈37)
Chicago, Illinois (≈26)
Seattle, Washington (≈18)
Dallas, Texas (≈17)
Denver, Colorado (≈15)
Los Angeles, California (≈14)
Houston, Texas (≈14)
San Francisco, California (≈13)
San Diego, California (≈12)

Nationwide Investment Services

The following enterprises have offices or other operations in multiple locations; most of them have operations in multiple states. Many of these large investment services list their primary office locations on their websites.


Aetna aetna.com Located in about 28 states.	Health Care Plans Insurance Insurance Agents and Brokers Health Insurance Life Insurance Financial Services Investment Advisory Services Investment Services Accident and Health Insurance

Ameriprise Financial www.ameriprise.com Located in about 50 states.	Financial Counselors Personal Financial Services Financial Planning Consultants and Services Investment Securities Investments Investment Services Investment Advisory Services Financial Services

Charles Schwab & Company schwab.com Located in about 37 states.	Stock and Bond Brokers Investment Securities Investments Investment Services Financial Services

Chase www.chase.com Located in about 38 states.	Commercial and Savings Banks Investment Advisory Services Investment Services Personal Financial Services Financial Institutions Real Estate Loans Banks Personal Loans Financial Services Insurance

Edward Jones www.edwardjones.com Located in about 45 states.	Stock and Bond Brokers Investment Securities Investments Investment Services Financial Services

Fidelity Investments www.fidelity.com Located in about 20 states.	Financial Brokers Mutual Funds and Brokers Stock and Bond Brokers Investment Services Investments Investment Management Investment Securities Financial Services Personal Financial Services Financial Planning Consultants and Services Insurance Investment Advisory Services

First Command Financial Plan firstcommandbank.com Located in about 32 states.	Financial Planning Consultants and Services Personal Financial Services Financial Counselors Financial Services Investment Advisory Services Investment Services Insurance

Linsco Private Ledger www.lpl.com Located in about 45 states.	Stock and Bond Brokers Investments Investment Securities Investment Services Financial Planning Consultants and Services Financial Counselors Financial Services Personal Financial Services

Merrill Lynch www.ml.com Located in about 46 states.	Financial Brokers Mutual Funds and Brokers Stock and Bond Brokers Investments Investment Securities Investment Services Investment Advisory Services Financial Planning Consultants and Services Personal Financial Services Financial Services

Morgan Stanley & Company www.morganstanley.com Located in about 48 states.	Investment Securities Stock and Bond Brokers Investments Investment Services Financial Planning Consultants and Services Financial Services

Oppenheimer & CO Inc opco.com Located in about 22 states.	Stock and Bond Brokers Investment Securities Investment Services Investments Mutual Funds and Brokers Financial Services Business Brokers Financial Planning Consultants and Services Investment Advisory Services Personal Financial Services

Raymond James Financial Service www.raymondjames.com Located in about 50 states.	Investment Advisory Services Investment Services Stock and Bond Brokers Investment Securities Investments Financial Planning Consultants and Services Financial Counselors Financial Services Personal Financial Services

Royal Alliance Associates Inc www.royalalliance.com Located in about 44 states.	Business Brokers Investment Securities Investment Services Investments Investment Advisory Services Financial Counselors Personal Financial Services Financial Planning Consultants and Services Financial Services Stock and Bond Brokers Insurance Accounting, Auditing and Bookkeeping Services

Scottrade scottrade.com Located in about 39 states.	Stock and Bond Brokers Investment Services Investment Securities Investments Financial Services

Securities America Inc www.securitiesamerica.com Located in about 43 states.	Stock and Bond Brokers Investment Securities Investments Investment Services Financial Planning Consultants and Services Financial Services

UBS Financial Service ubs.com Located in about 25 states.	Commercial and Savings Banks Stock and Bond Brokers Investment Securities Investments Banks Financial Institutions Financial Services Investment Services Investment Bankers Financial Counselors Financial Planning Consultants and Services Personal Financial Services

Waddell & Reed Inc www.waddell.com Located in about 37 states.	Mutual Funds and Brokers Financial Brokers Business Brokers Investments Financial Counselors Investment Services Financial Planning Consultants and Services Personal Financial Services Investment Securities Financial Services

Wells Fargo Bank www.wellsfargo.com Located in about 46 states.	Commercial and Savings Banks Investment Advisory Services Investment Services Real Estate Loans Financial Institutions Personal Financial Services Banks Insurance Financial Services

Related Category Page(s)

Financial Brokers	Doctors Without Borders Sponsored Link	Financial Counselors

Related Website

Investment Companies - illustrated guide to investment companies.
www.investmentcompanies.us

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