Whitcraft Capital Management
41yrs
Top advisor by experience in Mountain View
Financial advisors in Mountain View, CA
Looking for a financial advisor in Mountain View, CA? We list 93 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
93Advisors with offices here
9Median years of experience
10%At fee-only firms
26Firms represented
Largest firms here: Wealth Architects (16), Strategic Advisers (13), Morgan Stanley (11).
Nearby: Los Altos, Sunnyvale, Stanford, Palo Alto, Cupertino, Alviso, Santa Clara, Portola Valley.
J.P. Morgan Securities
40yrs
Top 1% by experience at J.P. Morgan Securities
Independent Financial Group
34yrs
Top 3% by experience in Mountain View
Wealth Architects
32yrs
Top advisor by experience at Wealth Architects
Ardent Capital
32yrs
Top 5% by experience in Mountain View
Kingsview Wealth Management
30yrs
Top 8% by experience in Mountain View
TPW Finance
30yrs
Top 8% by experience in Mountain View
Aspiriant
29yrs
Top 9% by experience in Mountain View
Aspiriant
27yrs
Top 10% by experience in Mountain View
Morgan Stanley
26yrs
Top 12% by experience in Mountain View
Pariveda Investment Management
26yrs
Top 12% by experience in Mountain View
State Farm Investment Management
25yrs
Top 13% by experience in Mountain View
Strategic Advisers
21yrs
Top 12% by experience at Strategic Advisers
Morgan Stanley
21yrs
Top 15% by experience in Mountain View
Morgan Stanley
21yrs
Top 16% by experience in Mountain View
Wealth Architects
21yrs
Top 12% by experience at Wealth Architects
State Farm Investment Management
20yrs
Top 18% by experience in Mountain View
State Farm Investment Management
20yrs
Top 19% by experience in Mountain View
Aspiriant
20yrs
Top 20% by experience in Mountain View
J.P. Morgan Securities
19yrs
Top 20% by experience at J.P. Morgan Securities
Strategic Advisers
19yrs
Top 16% by experience at Strategic Advisers
Scundi Investment Management
19yrs
Top 24% by experience in Mountain View
Aspiriant
19yrs
Top 25% by experience in Mountain View
J.P. Morgan Securities
18yrs
Top 23% by experience at J.P. Morgan Securities
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.