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List of Financial planners in Carmel-by-the-Sea

There are 34 Financial planners in Carmel-by-the-Sea as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 12 Financial planners which is 35.29% of all Financial planners in Carmel-by-the-Sea are single-owner operations, while the remaining 22 which is 64.71% are part of larger brands. Average age of Financial planners in Carmel-by-the-Sea is 10 years .

Financial planners are also establishing a strong digital presence across various platforms: 12 have LinkedIn profiles, 4 have Facebook Pages, 5 are active on Instagram, 3 have X (formerly Twitter) handles, and 3 have YouTube channels. About 28 Financial planners have their own website and the remaining 6 don’t have their own website.

  • 34

    Number of Financial planners

  • 6

    Email addresses

  • 33

    Phone numbers

  • 28

    With Websites

  • 12

    LinkedIn Profiles

  • 4

    Facebook Profiles

  • 5

    Instagram Handles

  • 3

    X Handles

  • 3

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial planners in Carmel-by-the-Sea

You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileLinkedIn
Stillwater Capital ManagementAddressCarmel-by-the-SeaCaliforniaUnited StatesEmailPhone00Link
Merrill Lynch Private Wealth Advisor Timothy CassAddressCarmel-by-the-SeaCaliforniaUnited StatesEmailPhone00Link
Merrill Lynch Private Wealth Advisor Timothy R CassAddressCarmel-by-the-SeaCaliforniaUnited StatesEmailPhone00Link
Crystaline Kopriva - UBS Financial Services Inc.AddressCarmel-by-the-SeaCaliforniaUnited StatesPhone00Link
UBS Financial Services Inc.AddressCarmel-by-the-SeaCaliforniaUnited StatesPhone00Link
Neumeier Investment CounselAddressCarmel-by-the-SeaCaliforniaUnited StatesPhone00
Rustic PartnersAddressCarmel-by-the-SeaCaliforniaUnited StatesPhone00
Vestus GroupAddressCarmel-by-the-SeaCaliforniaUnited StatesPhone23.5
Leonard Anable, CFP - UBS Financial Services Inc.AddressCarmel-by-the-SeaCaliforniaUnited StatesPhone00Link
Arnold Stewart Team - UBS Financial Services Inc.AddressCarmel-by-the-SeaCaliforniaUnited StatesPhone00Link
[
  {
    "name": "Stillwater Capital Management",
    "address": "2 **********",
    "phone": "********1095",
    "email": "In**@st**********",
    "lat": 36.5525895,
    "lng": -121.9219372,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment companies,Investment services,Financial consultants,Financial advisors"
  },
  {
    "name": "Merrill Lynch Private Wealth Advisor Timothy Cass",
    "address": "37**********",
    "phone": "********7031",
    "email": "mi**********@ml****",
    "lat": 36.5384325,
    "lng": -121.9063952,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Merrill Lynch Private Wealth Advisor Timothy R Cass",
    "address": "37**********",
    "phone": "********7031",
    "email": "ti******@ml****",
    "lat": 36.5384325,
    "lng": -121.9063952,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Crystaline Kopriva - UBS Financial Services Inc.",
    "address": "20**********",
    "phone": "********2347",
    "email": "",
    "lat": 36.5393687,
    "lng": -121.9064484,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "UBS Financial Services Inc.",
    "address": "20**********",
    "phone": "********0222",
    "email": "",
    "lat": 36.5396092,
    "lng": -121.9063246,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Neumeier Investment Counsel",
    "address": "26**********",
    "phone": "********6355",
    "email": "",
    "lat": 36.5400394,
    "lng": -121.9044954,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Rustic Partners",
    "address": "Sa**********",
    "phone": "********4240",
    "email": "",
    "lat": 36.5551003,
    "lng": -121.9218072,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Vestus Group",
    "address": "26**********",
    "phone": "********1771",
    "email": "",
    "lat": 36.5407852,
    "lng": -121.9065523,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 3.5,
    "rating_count": 2,
    "category_name": "Professional services,Financial planners"
  },
  {
    "name": "Leonard Anable, CFP - UBS Financial Services Inc.",
    "address": "20**********",
    "phone": "********2313",
    "email": "",
    "lat": 36.5393687,
    "lng": -121.9064484,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Arnold Stewart Team - UBS Financial Services Inc.",
    "address": "20**********",
    "phone": "********2365",
    "email": "",
    "lat": 36.5396012,
    "lng": -121.9064068,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Carmel-by-the-Sea",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  }
]

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How many Financial planners are there in Carmel-by-the-Sea?

There are a total of 34 Financial planners in Carmel-by-the-Sea as of October 15, 2025.

Number of Financial planners in Carmel-by-the-Sea with Phone Number

33

Number of Financial planners in Carmel-by-the-Sea with Email

6

List of Financial planners in Carmel-by-the-Sea with Social Media Accounts

4

Facebook Profiles

5

Instagram Handles

12

LinkedIn Profiles

3

X Handles

3

YouTube Channels

Download sales qualified leads of Financial planners in the Carmel-by-the-Sea

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in Carmel-by-the-Sea with/without Website

Download the list of Financial planners in Carmel-by-the-Sea as of October 15, 2025 with and without website information.

28

Number of Financial planners in Carmel-by-the-Sea with website

6

Number of Financial planners in Carmel-by-the-Sea without website

List of Financial planners in Carmel-by-the-Sea By Ratings

Download the data of the number of star-rated Financial planners in Carmel-by-the-Sea as of October 15, 2025.

0

Number of 1 star-rated Financial planners in Carmel-by-the-Sea

0

Number of 2 star-rated Financial planners in Carmel-by-the-Sea

1

Number of 3 star-rated Financial planners in Carmel-by-the-Sea

1

Number of 4 star-rated Financial planners in Carmel-by-the-Sea

1

Number of 5 star-rated Financial planners in Carmel-by-the-Sea

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The total number of Financial planners in Carmel-by-the-Sea is 34.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Carmel-by-the-Sea at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Carmel-by-the-Sea once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Carmel-by-the-Sea dataset costs $99.

There are 33 Financial planners in Carmel-by-the-Sea with phone numbers.

There are 6 Financial planners in Carmel-by-the-Sea with email addresses.

There are 7 Financial planners in Carmel-by-the-Sea with both phone numbers and email lists.

There are 12 Financial planners in Carmel-by-the-Sea with LinkedIn Profiles.

There are 4 Financial planners in Carmel-by-the-Sea with Facebook Profiles.

There are 5 Financial planners in Carmel-by-the-Sea with Instagram Handles.

There are 3 Financial planners in Carmel-by-the-Sea with X Handles.

There are 3 Financial planners in Carmel-by-the-Sea with YouTube Channels.

The total count of Financial planners in Carmel-by-the-Sea with a website is 28.

The total count of Financial planners in Carmel-by-the-Sea without a website is 6.

There are 1 5-star rated Financial planners in Carmel-by-the-Sea.

There are 1 4-star rated Financial planners in Carmel-by-the-Sea.

There are 1 3-star rated Financial planners in Carmel-by-the-Sea.

There are 0 2-star rated Financial planners in Carmel-by-the-Sea.

There are 0 1-star rated Financial planners in Carmel-by-the-Sea.

The average age of Financial planners in Carmel-by-the-Sea is 10 years .

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The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.