Company lists · Data refreshed September 2026

Top 19 Asset management consulting firms based in Carmel, United States

RevenueBase identified 28 asset management consulting firms headquartered in Carmel, United States as of September 2026 and tracks 243 professional contacts across them, including 173 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms 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 14, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
28Companies
243Contacts tracked
173Verified emails
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The 19 largest asset management consulting firms based in Carmel, United States

Ranked by team size
Top 19 of 28 asset management consulting firms based in Carmel, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 202611-5051 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 14, 2026
2Strong evidenceCarmel, IN, United StatesHQ checked Sep 14, 202611-5045 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 14, 2026
3Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 202611-5016 contacts →

Indirect evidence

“Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-1013 contacts →

Partial evidence

“Indie Asset Partners offers investment advisory services for high net worth individuals, groups, and institutions.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 202611-5013 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 14, 2026
6Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“Without you, there is no us.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-108 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 14, 2026
8Partial evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-106 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 14, 2026
9Partial evidenceCarmel, CA, United StatesHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“Headquartered in the heart of California’s scenic Monterey Peninsula, Carmel Capital Management L.L.C.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Oaktree Financial Advisors is an independent financial planning firm specializing in helping Eli Lilly employees.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“We are long-term thinkers and asset allocators.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“Cookie-cutter savings strategies and generic wealth management advice can only take you so far.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Independent Investment Advisor and fiduciary located in Carmel, IN.”

Source: RevenueBase Database · checked Sep 14, 2026
14Strong evidenceCarmel, CA, United StatesHQ checked Sep 14, 20261-101 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 14, 2026
15Partial evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial 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 14, 2026
16Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-101 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 14, 2026
17Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceCarmel, IN, United StatesHQ checked Sep 14, 20261-101 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 14, 2026

Showing 19 of 28 asset management consulting firms based in Carmel, United States

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Asset management consulting firms based in Carmel, United States at a glance

As of Sep 14, 2026
71.2%Verified-email coverage
8.7Average contacts per company
1-10Median size (employees)
1900.0%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
6

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 consulting firms, 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 consulting firms”. 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 consulting firms), 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 consulting firms, 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, 173 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 14, 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 consulting firms by metro in the United States

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 consulting firms, 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 consulting firms are there based in Carmel, United States?

RevenueBase identified 28 asset management consulting firms 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 consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

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 173 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 14, 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.