Financial advisers in Mountain View, CA
6 registered investment adviser firms in Mountain View managing $5.3B in assets, based on public SEC Form ADV filings.
Wealth Architects, LLC
Mountain View, CA · Est. 2005
Regional
- AUM
- $2.4B
- Per adviser
- $186M
- Advisers
- 13
No reported disclosures
Zanbato Advisors LLC
Mountain View, CA · Est. 2024
RegionalInternational
- AUM
- $2.1B
- Per adviser
- $693M
- Advisers
- 3
No reported disclosures
Infanger Investment Technology, LLC
Mountain View, CA · Est. 2000
LocalInternational
- AUM
- $495M
- Per adviser
- $495M
- Advisers
- 1
No reported disclosures
Waverley Wealth Management LLC
Mountain View, CA · Est. 2022
Local
- AUM
- $201M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Arta Finance
Mountain View, CA · Est. 2022
LocalInternational
- AUM
- $153M
- Per adviser
- $9M
- Advisers
- 18
No reported disclosures
Inri
Mountain View, CA · Est. 2024
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures