SEC-registered investment advisers in Carmel
5 SEC-registered investment advisers are headquartered in Carmel, CA, with $2.88B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 5
- Investment advisers
- $2.88B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 5 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Neumeier Poma Investment Counsel | Asset manager | $1.37B |
| Praetorian Wealth Management | RIA | $599M |
| Carmel Capital Management | RIA | $392M |
| Welton Investment Partners | Private funds | $330M |
| Topturn Capital | RIA | $187M |
Carmel at a glance
Advisers headquartered here, by type
5
advisers
- Financial advisor firms (RIAs)$1.18B regulatory AUM3 (60%)
- Private fund managers$330M regulatory AUM1 (20%)
- Institutional managers$1.37B regulatory AUM1 (20%)
Other cities in California
- San Francisco272
- Los Angeles193
- San Diego91
- Newport Beach72
- Menlo Park51
- Irvine44
- Palo Alto44
- Santa Monica42
- Pasadena37
- El Segundo32
- Walnut Creek32
- Beverly Hills31