The Gold Standard Directory

The best financial advisors in Mountain View, CA

T

#1GOLD STANDARD PICK

Traveka Wealth

Financial advisors, Mountain View, CA

5.0 stars36 reviews

I

#2

iNRI

Financial advisors, Mountain View, CA

4.9 stars30 reviews

D

#3

DiversiFi Capital

Financial advisors, Mountain View, CA

5.0 stars7 reviews

P

#4

Parallel Advisors

Financial advisors, Mountain View, CA

5.0 stars1 reviews

W

#5

Wealth Architects

Financial advisors, Mountain View, CA

5.0 stars1 reviews

A

#6

Addepar, Inc.

Financial advisors, Mountain View, CA

4.7 stars3 reviews

A

#7

Aspiriant Wealth Management

Financial advisors, Mountain View, CA

4.7 stars3 reviews

A

#8

Arta Finance

Financial advisors, Mountain View, CA

4.5 stars6 reviews

How the order is set: in each area and niche, the highest Google rating among businesses with at least 25 Google reviews comes first, a tie goes to more reviews, and businesses with fewer reviews follow. The first card is the Gold Standard Pick. Ratings, reviews and contact details are from our own scan of the area. Nobody can pay for a place. Updated November 15, 2026.

The Gold Standard Directory by The Algo Vision.