Best Financial Advisors in Mountain View, CA
15 firms listed · 4 in Mountain View · 1 open 24/7 · 3 open weekends · 13 rated 4.5+
Data verified October 16, 2026
Arta Finance
Vita Planning Group Investment
Waverley Wealth Management
Bhuiyan & Associates, CPA
“I think he is an very expert CPA in the Bay area .”
Teh Financial Coaching
“She has a great approach/thorough assessment to help understand your history with money, this really helped me have a more positive perspective on how I view my finances.”
The 15 firms listed for Mountain View, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Mountain View, CA
Of the 15 firms we list here, 4 are in Mountain View itself and 11 come from towns including Santa Clara (2, 7 mi), Campbell (2, 11 mi) and Milpitas (2, 11 mi). 13 of the firms on this page have a rating, from 4.7 to 5.0 across 262 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (81%), responsiveness (67%) and value (62%). 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. 2 show a license on their websites. 9 have ten or more years of experience, the longest 39 years. 1 offers urgent consultations and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Mountain View take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Wealth Cairn - An Investor Coaching Company
“Me and my gf have had soooo many questions about investing (everything was new to us) and Peter did nothing but guide us through all of it.”
Peter B. Diaz, CPA
“The planning saved me close to ten thousand dollars in taxes.”
Orchid Wealth Management
“I have learned more with Seth and had more success with him than I have experienced with previous brokers.”
Taxulo
“Norbie saved me over $120k in taxes.”
Castelli Financial
“Since Day 1 she has been on the ball about what information she needs and how she can help us have our money work harder for us.”
SJ Accounting Consulting CPA CFP
“He kindly explain how to approach my tax filing and answered all of my question.”
JR Financial & Insurance Services
“Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning.”
Clearbridge Financial
“I am very satisfied with her knowledge and performance in overlooking and managing my account.”
Vested Financial Planning
“Even though Tom was not a fit for my specific financial scenario, he was able to give some helpful suggestions to narrow my search down for the right financial advisor I am looking for.”
Why these companies made our list
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