Best Financial Advisors in MOUNTAIN VIEW, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MOUNTAIN VIEW
INFANGER INVESTMENT TECHNOLOGY, LLC
MOUNTAIN VIEW, CA · Since 2000
WAVERLEY WEALTH MANAGEMENT LLC
MOUNTAIN VIEW, CA · Since 2022
ARTA FINANCE
MOUNTAIN VIEW, CA · Since 2022
INRI
MOUNTAIN VIEW, CA · Since 2024
WEALTH ARCHITECTS, LLC
MOUNTAIN VIEW, CA · Since 2005
ZANBATO ADVISORS LLC
MOUNTAIN VIEW, CA · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MOUNTAIN VIEW?
The median advisory fee in MOUNTAIN VIEW, CA is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.