Insights

Strong Industry Presence The Investment Center, Inc. operates as an award-winning independent broker-dealer with over 35 years of experience, demonstrating stability and a well-established reputation in the financial services industry. Its focus on personalized advisor support and diverse product offerings positions it as a trusted partner in wealth management, making it a valuable prospect for firms looking to enhance their distribution channels.

Expansion Through Acquisition Recent news reveals that LPL Financial LLC acquired The Investment Center, Inc., with full integration planned by mid-2025. This indicates potential opportunities to offer complementary solutions and services that facilitate smooth mergers, integrations, or provide value-added support during transitional phases to firms expanding via acquisitions.

Technology Adoption The company utilizes a modern tech stack including Salesforce, Microsoft 365, and Formstack, suggesting openness to digital solutions that improve operational efficiency, compliance, and client engagement. This opens avenues to suggest innovative technology integrations or upgrades that can further streamline their advisory processes.

Market Position and Recognition Having received the Broker-Dealer of the Year award in 2015 and consistently ranking among peer firms, The Investment Center demonstrates a strong, competitive market position. This reputation signals opportunities to offer premium services or specialized products aimed at maintaining and enhancing their industry stature.

Client Support & Differentiation The company's emphasis on independent product choices, personalized service, and practice management support highlights a client-centric approach. Sales opportunities exist in delivering specialized solutions that enhance their advisor support infrastructure, client acquisition, and retention strategies, further differentiating their offerings in a competitive landscape.

The Investment Center, Inc. Tech Stack

The Investment Center, Inc. uses 8 technology products and services including Osano, Salesforce, Microsoft 365, and more. Explore The Investment Center, Inc.'s tech stack below.

  • Osano
    Cookie Compliance
  • Salesforce
    Customer Relationship Management
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • OWL Carousel
    Javascript Libraries
  • Formstack
    Online Form Builders
  • reCAPTCHA
    Security
  • Onsen UI
    Software Development

The Investment Center, Inc.'s Email Address Formats

The Investment Center, Inc. uses at least 1 format(s):
The Investment Center, Inc. Email FormatsExamplePercentage
FLast@investmentctr.comJDoe@investmentctr.com
89%
Last@investmentctr.comDoe@investmentctr.com
9%
First.Last@investmentctr.comJohn.Doe@investmentctr.com
1%
FirstLast@investmentctr.comJohnDoe@investmentctr.com
1%

Frequently Asked Questions

What is The Investment Center, Inc.'s phone number?

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You can contact The Investment Center, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Investment Center, Inc.'s official website and social media links?

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The Investment Center, Inc.'s official website is investmentctr.com and has social profiles on LinkedIn.

What is The Investment Center, Inc.'s NAICS code?

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The Investment Center, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does The Investment Center, Inc. have currently?

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As of December 2025, The Investment Center, Inc. has approximately 201 employees across 2 continents, including North AmericaEurope. Key team members include Cco: D. W.Chief Marketing Officer: M. L.President & Ceo: R. D.. Explore The Investment Center, Inc.'s employee directory with LeadIQ.

What industry does The Investment Center, Inc. belong to?

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The Investment Center, Inc. operates in the Financial Services industry.

What technology does The Investment Center, Inc. use?

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The Investment Center, Inc.'s tech stack includes OsanoSalesforceMicrosoft 365Google Fonts APIOWL CarouselFormstackreCAPTCHAOnsen UI.

What is The Investment Center, Inc.'s email format?

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The Investment Center, Inc.'s email format typically follows the pattern of FLast@investmentctr.com. Find more The Investment Center, Inc. email formats with LeadIQ.

When was The Investment Center, Inc. founded?

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The Investment Center, Inc. was founded in 1986.

The Investment Center, Inc.

Financial ServicesNew Jersey, United States201-500 Employees

The Investment Center, Inc. is an award-winning independent broker-dealer headquartered in Bedminster, NJ.  

For over 35 years The Investment Center has had one focus – the success of every advisor who partners with us. Combining a wide selection of non-proprietary investment and insurance products with an uncompromising level of personal support, The Investment Center is dedicated to giving our advisors everything they need to succeed.  

Affiliate with The Investment Center and discover what is possible when the focus of an award-winning company is on you. Call us at 800-345-8041.  

There is a reason The Investment Center is an eight-time winner of Investment Advisors Magazine’s broker-dealer of the year – we offer a level of personalized service that larger firms can’t match.  

By joining The Investment Center an advisor has full access to a diverse team of highly accomplished experts in our field, including finance, marketing, technology, and practice management. 

Our approach gives advisors the flexibility to run their business the way they choose. Because we refrain from offering proprietary products, our advisors are free to choose from a broad range of traditional brokerage products, mutual funds, insurance products and fee-based solutions. Our product selection coupled with an infrastructure designed to meet an advisor’s needs in a timely manner, ultimately results in an enhanced advisor-client relationship. Our practice management experts offer proven strategies in client acquisition and retention to help our advisors reach their specific goals and objectives. 

The Investment Center, Inc. is registered to conduct securities business in all 50 States, and is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
201-500

Section iconFunding & Financials

  • $25M$50M

    The Investment Center, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    The Investment Center, Inc.'s revenue is estimated to be in the range of $25M$50M

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