Managers in Carmel, CA

United States · 8 asset managers within 25 km (3 in Carmel itself) · 19 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Carmel By The Sea, CA 3 · Monterey, CA 2

Asset managers in and around Carmel

#	Manager	People here	Assets
1	NEUMEIER POMA INVESTMENT COUNSEL LLC institutions · Carmel $1.4bn	about 6main office	$1.4bn
2	WELTON INVESTMENT PARTNERS LLC hedge funds, futures · Carmel By The Sea $330.0m	about 6main office	$330.0m
3	Hilltop Holdings Inc. wealth, bank or insurer · Monterey HILLTOP SECURITIES INC. · 4 related pages $2.5bn	office	$2.5bn
4	Evanson Asset Management, LLC Carmel $1.9bn	based here	$1.9bn
5	Carmel Capital Management L.L.C. Carmel $456.4m	based here	$456.4m
6	Monterey Private Wealth, Inc. Monterey $339.5m	based here	$339.5m
7	PARTNERS WEALTH MANAGEMENT, LLC Carmel By The Sea $102.0m	based here	$102.0m
8	ELITE PORTFOLIOS Carmel By The Sea $322.1k	office	$322.1k

8 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.