Investment advisers in Carmel, CA
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Neumeier Poma Investment Counsel LLC | $1.37 billion | 11 | 0 |
| Praetorian Guard, a Division of Praetorian Wealth Management,inc | $598.7 million | 8 | 0 |
| Carmel Capital Management L.L.C. | $392.0 million | 6 | 4 |
| Welton Investment Partners LLC | $330.0 million | 18 | 0 |
| Topturn Capital, LLC | $187.4 million | 5 | 0 |