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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mountain View, CA

Every SEC-registered investment adviser representative at a firm office in Mountain View, with the firms that employ the most of them.

The short answer

89 registered advisors work in Mountain View; the most are at Strategic Advisers LLC (13). 18 list the CFP designation and 51 are also registered broker representatives.

Firms with the most advisors in Mountain View

FirmAdvisors in Mountain View
Strategic Advisers LLC13
Wealth Architects, LLC13
Morgan Stanley news11
J.P. Morgan Securities LLC news10
Aspiriant, LLC8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
State Farm Investment Management Corp.4
Edward Jones news3
Ambastha Financial LLC2
Ap Investment Management2
U.S. Bancorp Advisors, LLC2
Ardent Capital1
Arta Finance1
Equity X Investments, LLC1
Independent Financial Group, LLC1
Infanger Investment Technology, LLC1
Kingsview Wealth Management, LLC news1
Osaic Advisory Services, LLC news1
Pariveda Investment Management1
Quantum Financial Advisors, LLC1
Schwab Wealth Advisory, Inc. news1
Scundi Investment Management, LLC1
Simple Money Advisors LLC1
Tpw Finance LLC1
Transamerica Financial Advisors, LLC1

Advisors in Mountain View, A to Z

CFP advisors in Mountain View →

Other cities in California

All of California →

San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341

Questions

How many financial advisors are in Mountain View, CA?

89 investment adviser representatives are registered at firm offices in Mountain View, California, according to the SEC's Investment Adviser Public Disclosure records. 51 of them are also registered as broker representatives, and 18 list the CFP designation.

Which firm has the most financial advisors in Mountain View?

Strategic Advisers LLC, with 13 registered advisors in Mountain View, followed by Wealth Architects, LLC with 13.

How do I check a financial advisor in Mountain View?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.