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Financial ADVSR advisor directory · SEC adviser records

Aspiriant, LLC financial advisors in Mountain View, CA

Every SEC-registered investment adviser representative at a Aspiriant, LLC office in Mountain View, A to Z.

The short answer

8 registered advisors work at Aspiriant, LLC in Mountain View, out of 66 at the firm nationwide; it ranks number 5 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.

Aspiriant, LLC advisors in Mountain View, A to Z

Every Aspiriant, LLC advisor →

Aspiriant, LLC advisors in every city and state →Aspiriant, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Aspiriant, LLC advisors in other cities

Los Angeles, CA 30San Francisco, CA 8Pewaukee, WI 6San Diego, CA 5New York, NY 4Cincinnati, OH 3Irvine, CA 1Minnetonka, MN 1

Other firms in Mountain View

All Mountain View advisors →

Strategic Advisers LLC 13Wealth Architects, LLC 13J.P. Morgan Securities LLC 11Morgan Stanley 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 4State Farm Investment Management Corp. 4Edward Jones 3

Questions

How many financial advisors does Aspiriant, LLC have in Mountain View?

8 investment adviser representatives are registered at Aspiriant, LLC offices in Mountain View, California, according to the SEC's Investment Adviser Public Disclosure records, out of 66 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.

Is Aspiriant, LLC one of the largest advisor employers in Mountain View?

Aspiriant, LLC ranks number 5 in Mountain View by registered advisors; Strategic Advisers LLC has the most, with 13.

How do I check a Aspiriant, LLC advisor in Mountain View?

Each advisor below links to a profile with their registrations, exams, designations 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 Aspiriant, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.