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Financial Advisors in Mountain View, California

Our hand-picked list of 8 financial advisors serving Mountain View, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Mountain View

Financial professionals in Mountain View should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Mountain View

ARTA FINANCE

153 CASTRO STREET, MOUNTAIN VIEW, CA 94041

📞 (650) 318-••••

Fidelity Investments

2580, West El Camino Real, Mountain View, CA, 94040

📞 +1-800-367-••••

INFANGER INVESTMENT TECHNOLOGY, LLC

2665 MARINE WAY, SUITE 1120, MOUNTAIN VIEW, CA 94043

📞 (650) 961-••••

INRI

855 MAUDE AVE, MOUNTAIN VIEW, CA 94043

📞 (914) 320-••••

WAVERLEY WEALTH MANAGEMENT LLC

2570 W. EL CAMINO REAL, MOUNTAIN VIEW, CA 94040

📞 (650) 559-••••

Wealth Architects

800, West El Camino Real, Mountain View, CA, 94040

📞 +1 650 325-••••

WEALTH ARCHITECTS, LLC

800 WEST EL CAMINO REAL, MOUNTAIN VIEW, CA 94040

📞 (650) 325-••••

ZANBATO ADVISORS LLC

715 NORTH SHORELINE BLVD, MOUNTAIN VIEW, CA 94043

📞 (866) 926-••••

Frequently Asked Questions

Where can I find financial advisors in Mountain View, California?

Mountain View, California has 8 financial advisors listed in our directory. ARTA FINANCE is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Mountain View?

Financial professionals in Mountain View should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Mountain View?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Mountain View-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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