Company lists · Data refreshed September 2026

Top 18 Investment firms based in Carmel, United States

RevenueBase identified 30 investment firms headquartered in Carmel, United States as of September 2026 and tracks 292 professional contacts across them, including 202 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
30Companies
292Contacts tracked
202Verified emails
Unlock all 30 companies Free signup · no credit card · 500 free credits

The 18 largest investment firms based in Carmel, United States

Ranked by team size
Top 18 of 30 investment firms based in Carmel, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Shepherd Financial, LLCIndirect evidence
Carmel, IN, United StatesHQ checked Sep 4, 202611-5051

“At Shepherd Financial, we partner with organizations and families to deliver purposeful financial guidance that brings clarity and lasting peace of mind.”

Source: company website · checked Sep 4, 2026
2Carmel, IN, United StatesHQ checked Sep 4, 202611-5044

“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: company website · checked Sep 4, 2026
3Carmel, IN, United StatesHQ checked Sep 4, 202611-5016

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

Source: company website · checked Sep 4, 2026
4Carmel, IN, United StatesHQ checked Sep 4, 20261-1013

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

Source: company website · checked Sep 4, 2026
5
Crown Haven Wealth AdvisorsIndirect evidence
Carmel, IN, United StatesHQ checked Sep 4, 20261-1011

“Without you, there is no us.”

Source: company website · checked Sep 4, 2026
6
Evernest Financial AdvisorsIndirect evidence
Carmel, IN, United StatesHQ checked Sep 4, 20261-108

“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: company website · checked Sep 4, 2026
7
Monon Wealth ManagementIndirect evidence
Carmel, IN, United StatesHQ checked Sep 4, 20261-106

“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: company website · checked Sep 4, 2026
8Carmel, CA, United StatesHQ checked Sep 4, 20261-106

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

Source: company website · checked Sep 4, 2026
9Carmel, IN, United StatesHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
10
Artisan Wealth StrategiesIndirect evidence
Carmel, IN, United StatesHQ checked Sep 4, 20261-103

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

Source: company website · checked Sep 4, 2026
11Carmel, IN, United StatesHQ checked Sep 4, 20261-102

“Fortitude Private Wealth, Inc is an independent, fee-only registered investment advisory firm located in Carmel, Indiana serving clients in 13 states.”

Source: company website · checked Sep 4, 2026
12Carmel, IN, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
13
Fuhrmann Capital LLCStrong evidence
Carmel, United StatesHQ checked Sep 4, 20261-101

“Fuhrmann Capital LLC is an investment advisory firm and Registered Investment Advisor (RIA) in the state of Indiana.”

Source: company website · checked Sep 4, 2026
14
Evia Investment AdvisorsIndirect evidence
Carmel, IN, United StatesHQ checked Sep 4, 20261-101

“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: company website · checked Sep 4, 2026
15
Accolade Wealth ManagementIndirect evidence
Carmel, IN, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026
16Carmel, IN, United StatesHQ checked Sep 4, 20261-101
Source: company website · checked Sep 4, 2026
17Carmel, IN, United StatesHQ checked Sep 4, 20261-101

“We are here to serve your investing needs and to help you navigate the financial landscape moving forward.”

Source: company website · checked Sep 4, 2026
18Carmel, CA, United StatesHQ checked Sep 4, 20261-101

“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: company website · checked Sep 4, 2026

Showing 18 of 30 investment firms based in Carmel, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 202 reachable decision-makers.

Free signup · no credit card

See all 30 companies

Investment firms based in Carmel, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
23
11-50
6
51-200
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Carmel, over 30 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 202 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Carmel, United States?

RevenueBase identified 30 investment 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 202 verified decision-maker contacts tracked across these 30 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 4, 2026.

Ready to reach these companies? Verified emails and direct dials for all 30 investment firms based in Carmel, United States. Start with a free account, no credit card.

Get the full list

Related lists

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 SmartSearch, 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.