Firms by city
Registered investment advisers in Carmel, IN
3 SEC-registered advisers headquartered in Carmel, listed by regulatory assets under management as reported on Form ADV.
3 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| 40/86 AdvisorsCRD 107740 | Carmel, IN | $30.50B | 84 | 13 |
| Oxford Financial GroupCRD 105303 | Carmel, IN | $23.33B | 36 | 697 |
| Valeo Financial AdvisorsCRD 127132 | Carmel, IN | $12.96B | 119 | 3,042 |
40/86 AdvisorsCRD 107740$30.50B
- Headquarters
- Carmel, IN
- Advisory staff
- 84
- Clients
- 13
Oxford Financial GroupCRD 105303$23.33B
- Headquarters
- Carmel, IN
- Advisory staff
- 36
- Clients
- 697
Valeo Financial AdvisorsCRD 127132$12.96B
- Headquarters
- Carmel, IN
- Advisory staff
- 119
- Clients
- 3,042
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Carmel on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Indiana.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.