Investment adviser firms in CARMEL, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- CARMEL CAPITAL MANAGEMENT L.L.C.CRD 120675 · CARMEL, CA$391,993,000.00Regulatory AUM · August 2026
- NEUMEIER POMA INVESTMENT COUNSEL LLCCRD 110672 · CARMEL, CA$1,374,910,482.00Regulatory AUM · August 2026
- PRAETORIAN WEALTH MANAGEMENT, INC.CRD 147814 · CARMEL, CA$598,650,239.00Regulatory AUM · August 2026
- TOPTURN CAPITAL, LLCCRD 151464 · CARMEL, CA$187,362,358.00Regulatory AUM · August 2026
- WELTON INVESTMENT PARTNERS LLCCRD 172452 · CARMEL, CA$330,020,247.00Regulatory AUM · August 2026