Investment advisers in Mountain View, CA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Wealth Architects, LLC | $2.42 billion | 23 | 0 |
| Zanbato Advisors LLC | $2.08 billion | 11 | 0 |
| Infanger Investment Technology, LLC | $494.9 million | 2 | 0 |
| Waverley Wealth Management LLC | $201.2 million | 2 | 0 |
| Arta Finance | $153.4 million | 68 | 0 |
| Inri | $0 | 1 | 0 |