Skip to content

Advisers in Mountain View, CA

10 advisers in Mountain View — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (4)% of assets managed (9)

All advisers

Ap Investment Management800 W El Camino Real, #180 · Mountain View, CA 94040 · (650) 618-1091 · Financial planningCRD 334805 · % of assets, Hourly charges, Fixed fees · $41.9 million AUMState registeredNo commissions reported Ardent Capital2680 Bayshore Parkway, Suite 307 · Mountain View, CA 94043 · (650) 887-4318 · % of assets managedCRD 134105 · % of assets · $58.8 million AUMState registeredNo commissions reported Arta Finance153 Castro Street, Suite 200 · Mountain View, CA 94041 · (650) 318-3898 · Financial planningCRD 318714 · % of assets · $153.4 million AUMSEC registeredNo commissions reported Disruptiveseculargrowth Corporation809 Cuesta Dr, Ste B #3090 · Mountain View, CA 94040 · (415) 322-5170 · Financial planningCRD 300867 · % of assets, Hourly charges, Fixed fees · $35.4 million AUMState registeredNo commissions reported Infanger Investment Technology, LLC2665 Marine Way, Suite 1120 · Mountain View, CA 94043 · (650) 961-5176 · Flat / fixed feesCRD 112328 · % of assets, Fixed fees · $494.9 million AUMSEC registeredNo commissions reported Inri855 Maude Ave · Mountain View, CA 94043 · (914) 320-2771CRD 333007 · OtherSEC registeredNo commissions reported Northern Star Generational Wealth800 El Camino Real, Suite 180 · Mountain View, CA 94040 · (650) 319-3380 · Financial planningCRD 335323 · % of assets, Hourly charges · $5.5 million AUMState registeredNo commissions reported Pariveda Investment Management2483 Old Middlefield Way, Suite 210 · Mountain View, CA 94043 · (650) 584-3621 · % of assets managedCRD 123471 · % of assets · $47.9 million AUMState registeredNo commissions reported Waverley Wealth Management LLC2570 W. El Camino Real, Suite 680 · Mountain View, CA 94040 · (650) 559-9700 · Financial planningCRD 156023 · % of assets · $201.2 million AUMSEC registeredNo commissions reported Wealth Architects, LLC800 West El Camino Real, Suite 201 · Mountain View, CA 94040 · (650) 325-9044 · Financial planningCRD 135373 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported

Talking to advisers in Mountain View? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.