City
Wealth management firms in Mountain View, California
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Mountain View, California reported $3.0 billion in regulatory assets under management; the largest by assets was Wealth Architects, LLC, with $2.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $3.0 billion
- Average per firm
- $229.0 million
- SEC-registered, of those listed
- 3 of 13 (23.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealth Architects, LLC | SEC | $2.4 billion | 3,047 |
| 2 | Waverley Wealth Management LLC | SEC | $201.2 million | 359 |
| 3 | Arta Finance | SEC | $153.4 million | 1,091 |
| 4 | Ardent Capital | State | $58.8 million | 92 |
| 5 | Pariveda Investment Management | State | $47.9 million | 119 |
| 6 | AP Investment Management | State | $41.9 million | 150 |
| 7 | Disruptiveseculargrowth Corporation | State | $35.4 million | 80 |
| 8 | TPW Finance LLC | State | $8.6 million | 14 |
| 9 | Ambastha Financial LLC | State | $5.9 million | 14 |
| 10 | Northern Star Generational Wealth | State | $5.5 million | 4 |
| 11 | Tian Capital LLC | State | $2.9 million | 7 |
| 12 | Scundi Investment Management, LLC | State | $500,000 | 1 |
| 13 | Simple Money Advisors LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.