Top financial advisors in Mountain View, CA
We’ve curated a list of the best financial advisors in Mountain View, take a look at it below
Find an advisor in Mountain View| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,372,711,689 | 22 advisors | ||
| 2 | $121,761,745 | 2 advisors | ||
| 3 | $34,818,807 | 80 advisors |
How we came up with this list
To generate our top financial advisors list in Mountain View, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mountain View. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Wealth Architects, LLC
Wealth Architects, LLC is a financial advisory firm based in Mountain View, California. It currently has approximately $1,372,711,689 of assets under management and employs about 22 people. Wealth Architects, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,372,711,689
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-64313
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Investment Consulting
Waverley Wealth Management LLC
Waverley Wealth Management LLC is a financial advisory firm based in Mountain View, California. It currently has approximately $121,761,745 of assets under management and employs about 2 people. Waverley Wealth Management LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$121,761,745
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-123471
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Arta Finance
Arta Finance is a financial advisory firm based in Mountain View, California. It currently has approximately $34,818,807 of assets under management and employs about 80 people. Arta Finance uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$34,818,807
Headcount
80 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-123662
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.