RIAs in CARMEL, CA

11 RIAs based in CARMEL, California managing a combined $2.8B.

NEUMEIER POMA INVESTMENT COUNSEL LLC

CARMEL, CA

AUM $1.4BTEAM 11REPS 3

PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC

CARMEL, CA

AUM $599MTEAM 8REPS 8

WELTON INVESTMENT PARTNERS LLC

CARMEL, CA

AUM $330MTEAM 18REPS 6

TOPTURN CAPITAL, LLC

CARMEL, CA

AUM $187MTEAM 5REPS 3

INTERLAKE CAPITAL MANAGEMENT, LLC

CARMEL, CA

AUM $95MTEAM 1REPS 3

CYPRESS PATH CAPITAL, LLC

CARMEL, CA

AUM $81.6MTEAM 2REPS 2

BLEECK FINANCIAL MANAGEMENT, INC.

CARMEL, CA

AUM $77.6MTEAM 1REPS 1

SYNERGIST WEALTH ADVISORS

CARMEL, CA

AUM $37.2MTEAM 1REPS 1

LAWRENCE J. CHAZEN, INC.

CARMEL, CA

AUM $35MTEAM 1REPS 1

KILZER WEALTH MANAGEMENT

CARMEL, CA

AUM $15.4MTEAM 1REPS 1

CYPRESS COAST INVESTMENTS

CARMEL, CA

AUM —TEAM 1REPS 1

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