Adviser Record

Investment advisers in Carmel, CA

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

FirmAssetsEmployeesDisclosures
Neumeier Poma Investment Counsel LLC$1.37 billion110
Praetorian Guard, a Division of Praetorian Wealth Management,inc$598.7 million80
Carmel Capital Management L.L.C.$392.0 million64
Welton Investment Partners LLC$330.0 million180
Topturn Capital, LLC$187.4 million50