Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Mountain View is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Mountain View & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Mountain View, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Mountain View, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mountain View, California have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
WEALTH ARCHITECTS, LLC 800 West El Camino Real, Suite 201 Mountain View, CA, 94040 | 135373 | $1,486,019,111 | 2517 | A Percentage of AUM, Hourly charges, Fixed Fees |
INFANGER INVESTMENT TECHNOLOGY, LLC 2665 Marine Way, Suite 1120, Mountain View, CA, 94043 | 112328 | $792,567,594 | 42 | A Percentage of AUM, Fixed Fees |
WAVERLEY WEALTH MANAGEMENT LLC 2570 W. El Camino Real, Suite 200 Mountain View, CA, 94040 | 156023 | $108,416,244 | 326 | A Percentage of AUM, Hourly charges, Fixed Fees |
ARTA FINANCE 153 Castro Street, Suite 200 Mountain View, CA, 94041 | 318714 | $100,131,941 | 2422 | A Percentage of AUM, Performance Based |
BEAGLE INVEST 1049 El Monte Ave Suite C #588, Mountain View, CA, 94040 | 315719 | $7,987,598 | 753 | Fixed Fees |
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