Ways to browse advisors serving Mountain View, CA

Pick a specialty or descriptor to browse more advisors serving Mountain View, CA.

By how they work

Type	Advisors
Large-firm	3,299
Flat-fee	1,561
Seasoned	1,313
Independent	867
CFP®-certified	566

By who they serve

Type	Advisors
High-net-worth	1,145
Baby Boomer	12
Gen X	6
Millennial	3

Browse by specialty

Find advisors serving Mountain View, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,322
Executive	1,550
Wealth management	1,344
Retired	917
Tax-loss harvesting	812
General estate planning guidance	758
Private / alternative investments	749
Active portfolio management	630
Retirement plans for business owners (SEP, solo 401k)	587
College savings (529s, UTMA, etc.)	521
General retirement planning	493
Retirement income strategy	469
ESG / Sustainable investing	448
Mid-Career Professionals	387
Concentrated stock management	346
Charitable giving & philanthropy	332
Options & derivatives strategies	328
Approaching retirement	316
Cash flow / budgeting	312
Real estate investing	310
Income planning	254
Financial Professional	230
Annuities	217
Equity compensation tax strategy	171
Passive / index investing	150
Social Security optimization	139
Retirement withdrawal strategies	136
Family Business	128
Business exit / sale strategy	126
HENRY (High Earners, Not Rich Yet)	115
Multi-generational wealth transfer	106
Divorce financial planning	100
General tax planning	82
Attorney	80
Self-Employed	64
Established Professionals	63
Technology Professional	58
Women Professionals	55
Equity Recipients (RS/RSU, SOP, ESPP)	54
Business ownership considerations	53
Divorced	52
Business succession planning	49
Parents	49
Elder care planning	41
Values-based investing	39
Tax strategies for small businesses	37
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	35
Debt management	34
Long-term care insurance	33
Planning for children with special needs	31
Doctor or Medical Professional	21
Liquidity event planning	19
Business sale tax planning	18
Charitable giving tax strategies	18
Women's Finance	17
Factor investing / smart beta	14
Life insurance needs analysis	14
Young Families	13
LGBTQIA	8
Cross-border & expatriate issues	6
Medicare planning	6
Stock option exercise strategy	6
Exec comp design	5
Young Professionals	5
Dual Income Family	4
Engineering Professional	4
Immigrants	4

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