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.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,372,711,689 Number of advisors 22 advisors | |||
| 2 | Assets under management $121,761,745 Number of advisors 2 advisors | |||
| 3 | Assets under management $34,818,807 Number of advisors 80 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Wealth Architects, LLC
Wealth Architects, LLC is an independent registered investment advisor founded in 2005 by Mark T. Johnsen and Lois Cole. The firm specializes in comprehensive wealth management, planning, and consulting services for individuals, trusts, estates, retirement plans, and charitable organizations. Wealth management services are tailored to each client's financial circumstances and investment objectives, with a focus on long-term investment strategies. The firm's investment analysis is based on modern portfolio theory, and clients have the option to impose restrictions on investing in certain securities. Wealth Architects charges an annual wealth management fee based on the market value of assets under management, ranging from 0.30% to 0.85%, with a minimum annual fee of $10,000. The firm also offers wealth planning and consulting services on an hourly or fixed fee basis, ranging from $2,500 to $20,000 for fixed fees and $150 to $500 per hour. The firm acts as a fiduciary under ERISA for retirement plans, ensuring investment advice is in the best interests of clients. Clients have investment discretion, allowing the firm to buy, sell, and allocate securities on their behalf. Wealth Architects recommends using custodians such as Charles Schwab, Fidelity, or Cantor Fitzgerald, and clients receive account statements directly from the custodian. The firm has no disciplinary history and undergoes an annual surprise exam by an independent accountant to ensure compliance with custody regulations. Wealth Architects does not pay referral fees and does not have custody of client assets beyond limited power of attorney for investment management.
$1,372,711,689 under management
22 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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, based in Mountain View, California, has been providing investment advisory services since 2011. The firm, founded by Martin Bicker, offers comprehensive portfolio management services tailored to individual clients' financial goals and risk tolerance. As a fiduciary, Waverley Wealth Management is committed to acting in the best interests of its clients. The firm requires a minimum account balance of $500,000 for its services, with fees ranging from 0.50% to 1.00% based on assets under management. Clients' assets are held at Charles Schwab & Co., Inc., the recommended custodian, with trades executed by Schwab to minimize costs. The firm employs fundamental and technical analysis in its investment strategies, focusing on long-term and short-term purchases. Clients receive quarterly performance reports and have the option to grant investment discretion to the firm. Waverley Wealth Management does not charge performance-based fees, accepts investment discretion, and does not vote on client securities. The firm does not have any disciplinary events and does not receive soft dollars or referral fees.
$121,761,745 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Arta Finance
Arta Finance Wealth Management, LLC, established in 2022 in Mountain View, CA, offers interactive investment services through a proprietary Platform. With $123,417,953 in assets under management as of March 31, 2025, Arta provides tailored investment strategies based on client information. Clients have the option to invest in public market products like Defensive Growth and Income Bonds, managed using proprietary algorithms. Private market products such as Private Equity and Hedge Funds are also available. Arta charges fees based on the type of investment, ranging from 0.10% to 1%. The firm acts as a fiduciary and may waive the $500 minimum account balance requirement. Arta does not participate in wrap fee programs and does not charge performance-based fees. Clients must execute an Investment Management Agreement, granting Arta discretionary authority over investments. The firm utilizes Pershing Advisors Solutions LLC as its custodian and does not have custody of client funds. Arta does not vote on client securities and does not require prepayment of fees. The firm does not have any financial conditions that would impact its ability to meet client commitments.
$34,818,807 under management
80 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
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.
Top advisors in California
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