Company lists · Data refreshed September 2026
Top 19 Asset management consultants based in Carmel, United States
RevenueBase identified 28 asset management consultants headquartered in Carmel, United States as of September 2026 and tracks 238 professional contacts across them, including 167 with verified work emails. New York is the largest hub.
This list covers asset management consultants headquartered in Carmel, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 19 largest asset management consultants based in Carmel, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 51 contacts → | ||||
Indirect evidence “At Shepherd Financial, we partner with organizations and families to deliver purposeful financial guidance that brings clarity and lasting peace of mind.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 45 contacts → | ||||
Strong evidence “With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 contacts → | ||||
Indirect evidence “Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13 contacts → | ||||
Partial evidence “Indie Asset Partners offers investment advisory services for high net worth individuals, groups, and institutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect evidence “As an independent advisory firm with deep family roots stemming back to 1974, the team specializes in providing wealth planning for families, executives, and business owners.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Without you, there is no us.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Indirect evidence “The name "EverNest" expresses our clients' desire for security-for themselves and often for their families-and the long-term nature of financial objectives.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “Monon Wealth Management began with the goal of building a simple and elegant wealth management practice that allows us to be indispensable to our affluent clients, while building…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Partial evidence “Headquartered in the heart of California’s scenic Monterey Peninsula, Carmel Capital Management L.L.C.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Oaktree Financial Advisors is an independent financial planning firm specializing in helping Eli Lilly employees.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “We are long-term thinkers and asset allocators.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “Cookie-cutter savings strategies and generic wealth management advice can only take you so far.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Independent Investment Advisor and fiduciary located in Carmel, IN.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Strong evidence “Interlake Capital Management, LLC is an independent investment advisory firm located in Carmel, CA, specializing in asset management and fiduciary services for households and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “Turtair Capital Advisors is a fee-based Registered Investment Advisor (RIA) providing financial planning and consulting to high-net-worth families, business owners…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “We are here to serve your investing needs and to help you navigate the financial landscape moving forward.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Guided by the trust and integrity required by our fiduciary standard, we are committed to helping you live your best life by creating a customized, dividend-focused strategy that…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management consultants.
- Partial evidence
- Its own public description names part of asset management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 19 of 28 asset management consultants based in Carmel, United States
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Asset management consultants based in Carmel, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Carmel, so it is reported there. Company counts and contact totals on this page are exact for Carmel, over 28 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Carmel, United States whose own description of what they do matches “asset management consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset management consultants, and records with no verified work email. Companies headquartered outside Carmel are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 167 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset management consultants by metro in the United States
- Asset management consultants in New York471
- Asset management consultants in Atlanta207
- Asset management consultants in Houston202
- Asset management consultants in Chicago200
- Asset management consultants in Dallas200
- Asset management consultants in San Diego156
- Asset management consultants in Austin155
- Asset management consultants in Charlotte146
- Asset management consultants in Scottsdale139
- Asset management consultants in Miami133
- Asset management consultants in Boston126
- Asset management consultants in Denver126
- Asset management consultants in San Francisco123
- Asset management consultants in Los Angeles118
- Asset management consultants in Tampa116
- Asset management consultants in Portland105
- Asset management consultants in Cincinnati99
- Asset management consultants in Overland Park90
- Asset management consultants in Irvine86
- Asset management consultants in Columbus85
- Asset management consultants in Newport Beach85
- Asset management consultants in Raleigh84
- Asset management consultants in Phoenix80
- Asset management consultants in Minneapolis78
- Asset management consultants in San Antonio77
- Asset management consultants in Birmingham76
- Asset management consultants in Pittsburgh75
- Asset management consultants in Omaha74
- Asset management consultants in Boca Raton73
- Asset management consultants in Grand Rapids72
- Asset management consultants in Indianapolis71
- Asset management consultants in Seattle71
- Asset management consultants in Columbia69
- Asset management consultants in Greenville69
- Asset management consultants in Las Vegas63
- Asset management consultants in Richmond63
- Asset management consultants in Madison60
- Asset management consultants in Bellevue59
- Asset management consultants in Wilmington59
- Asset management consultants in Rochester58
- Asset management consultants in Fort Lauderdale57
- Asset management consultants in Greenwood Village57
- Asset management consultants in Colorado Springs56
- Asset management consultants in Fort Worth56
- Asset management consultants in Louisville55
- Asset management consultants in Washington55
- Asset management consultants in Springfield54
- Asset management consultants in Plano53
- Asset management consultants in Sarasota53
- Asset management consultants in Orlando51
- Asset management consultants in Lexington50
- Asset management consultants in Salt Lake City50
- Asset management consultants in Jacksonville49
- Asset management consultants in Memphis49
- Asset management consultants in Troy49
- Asset management consultants in Naples48
- Asset management consultants in Nashville48
- Asset management consultants in Tulsa47
- Asset management consultants in Tucson45
- Asset management consultants in Walnut Creek45
- Asset management consultants in Pasadena44
- Asset management consultants in Alpharetta43
- Asset management consultants in Melville42
- Asset management consultants in Philadelphia42
- Asset management consultants in Virginia Beach41
- Asset management consultants in Baton Rouge40
- Asset management consultants in Cleveland40
- Asset management consultants in Plymouth40
- Asset management consultants in Knoxville39
- Asset management consultants in Lake Oswego39
- Asset management consultants in Lincoln39
- Asset management consultants in Westlake Village39
- Asset management consultants in Brentwood38
- Asset management consultants in Buffalo38
- Asset management consultants in Coral Gables38
- Asset management consultants in Franklin38
- Asset management consultants in St Louis38
- Asset management consultants in Lafayette37
- Asset management consultants in Oklahoma City37
- Asset management consultants in Bethesda35
- Asset management consultants in Fort Collins35
- Asset management consultants in Jackson35
- Asset management consultants in Red Bank35
- Asset management consultants in Mclean34
- Asset management consultants in Roseville34
- Asset management consultants in San Jose34
- Asset management consultants in Bloomington33
- Asset management consultants in Pittsford33
- Asset management consultants in West Des Moines33
- Asset management consultants in Englewood32
- Asset management consultants in Reston32
- Asset management consultants in West Chester32
- Asset management consultants in Charleston31
- Asset management consultants in Fort Wayne31
- Asset management consultants in Greensboro31
- Asset management consultants in St. Louis31
- Asset management consultants in The Woodlands31
- Asset management consultants in Chesterfield30
- Asset management consultants in Frisco30
- Asset management consultants in Little Rock30
- Asset management consultants in Bloomfield Hills29
- Asset management consultants in Boise29
- Asset management consultants in Chattanooga29
- Asset management consultants in Honolulu29
- Asset management consultants in Kansas City29
- Asset management consultants in Littleton29
- Asset management consultants in Reno29
- Asset management consultants in Albuquerque28
- Asset management consultants in Ann Arbor28
- Asset management consultants in Annapolis28
- Asset management consultants in Carmel28
- Asset management consultants in Rockville28
- Asset management consultants in Sacramento28
- Asset management consultants in Southfield28
- Asset management consultants in Stamford28
- Asset management consultants in Westport28
- Asset management consultants in Alexandria27
- Asset management consultants in Baltimore27
- Asset management consultants in Burlington27
- Asset management consultants in Concord27
- Asset management consultants in Milwaukee27
- Asset management consultants in Princeton27
- Asset management consultants in Tallahassee27
- Asset management consultants in Vienna27
- Asset management consultants in Marietta26
- Asset management consultants in Minnetonka26
- Asset management consultants in Towson26
- Asset management consultants in Wichita26
- Asset management consultants in Woodbury26
- Asset management consultants in Arlington25
- Asset management consultants in Clearwater25
- Asset management consultants in Fort Myers25
- Asset management consultants in Lancaster25
- Asset management consultants in San Ramon25
- Asset management consultants in Santa Barbara25
- Asset management consultants in Westlake25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset management consultants are there based in Carmel, United States?
RevenueBase identified 28 asset management consultants headquartered in Carmel, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Shepherd Financial, LLC, headquartered in Carmel, tops this list with the largest team on record.
Which city has the most asset management consultants?
New York leads with 471 headquartered companies, followed by Atlanta (207) and Houston (202).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 167 verified decision-maker contacts tracked across these 28 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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