Best Financial Advisors in MOUNTAIN VIEW, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.