Best Financial Advisors in CARMEL, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$392M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in CARMEL
#1
100
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
CARMEL, CA · Since 2008
$599M AUM8 clientsFee: 0%
FiduciaryFee-Only
#2
95
NEUMEIER POMA INVESTMENT COUNSEL LLC
CARMEL, CA · Since 1985
$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
95
CARMEL CAPITAL MANAGEMENT L.L.C.
CARMEL, CA · Since 2002
$392M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
95
TOPTURN CAPITAL, LLC
CARMEL, CA · Since 2009
$187M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
95
WELTON INVESTMENT PARTNERS LLC
CARMEL, CA · Since 2014
$330M AUM8 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CARMEL?
The median advisory fee in CARMEL, CA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.