Firms by city
Registered investment advisers in Mountain View, CA
5 SEC-registered advisers headquartered in Mountain View, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Wealth Architects | Mountain View, CA | $2.42B |
| Zanbato Advisors | Mountain View, CA | $2.08B |
| Infanger Investment Technology | Mountain View, CA | $495M |
| Waverley Wealth Management | Mountain View, CA | $201M |
| Arta Finance Wealth Management | Mountain View, CA | $153M |
- Headquarters
- Mountain View, CA
- Regulatory AUM
- $2.42B
- Headquarters
- Mountain View, CA
- Regulatory AUM
- $2.08B
- Headquarters
- Mountain View, CA
- Regulatory AUM
- $495M
- Headquarters
- Mountain View, CA
- Regulatory AUM
- $201M
- Headquarters
- Mountain View, CA
- Regulatory AUM
- $153M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Mountain View on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.