Falists

California · 24 advisers

Financial Advisors in Mountain View, California

Looking for a financial advisor in Mountain View, California? Falists indexes 24 SEC-registered and state-registered investment advisers in Mountain View — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 21 firms list a website you can visit directly. Firms in this directory manage up to $2.42B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

24

With website

21

Largest AUM

$2.42B

Financial planning

6

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth10Planning6Trusts7Retirement1Institutional5

Top advisors in Mountain View

Ranked by AUM · Fees, team & specialties at a glance

View all 24 →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Mountain View, California?
24 registered investment advisers are listed in our Mountain View directory, sourced from public SEC filings.
What types of advisors are in Mountain View?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Mountain View?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.