City
Independent RIAs in Carmel, California
As of October 2, 2026, 14 independent wealth management RIAs with their main office in Carmel, California reported $1.6 billion in regulatory assets under management; the largest by assets was Praetorian Guard, A Division of Praetorian Wealth Management,inc, with $598.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 14
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $113.0 million
- SEC-registered, of those listed
- 3 of 14 (21.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Praetorian Guard, A Division of Praetorian Wealth Management,inc | SEC | $598.7 million | 1,839 |
| 2 | Carmel Capital Management L.L.C. | SEC | $392.0 million | 109 |
| 3 | Topturn Capital, LLC | SEC | $187.4 million | 318 |
| 4 | Cypress Path Capital, LLC | State | $81.6 million | 139 |
| 5 | Bleeck Financial Management, Inc. | State | $77.6 million | 45 |
| 6 | Bacon & Company | State | $70.1 million | 54 |
| 7 | No-Load Asset Management | State | $66.8 million | 219 |
| 8 | Synergist Wealth Advisors | State | $37.2 million | 66 |
| 9 | Lawrence J. Chazen, Inc. | State | $35.0 million | 4 |
| 10 | Kilzer Wealth Management | State | $15.4 million | 54 |
| 11 | Knight of California LLC | State | $12.9 million | 21 |
| 12 | Mende Financial Council, Inc. | State | $7.1 million | 14 |
| 13 | Pale Blue Capital LLC | State | $1,090 | 9 |
| 14 | Cypress Coast Investments | State | $0 | 0 |
Independent RIAs in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.