#1Honu Wealth Management
WILLIAMS, GARTH ALAN
Serves this area from Sunnyvale, CA (4 mi)
Retirement Plan Advisors in Mountain View, CA
The top-ranked retirement plan advisors serving Mountain View, CA are Honu Wealth Management, Mayfield Advisors, Inc. and Johnson Lyman Wealth Advisors. We list 48 retirement plan advisors serving Mountain View, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Mountain View, CA (Santa Clara County). 48 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Mountain View
#2Mayfield Advisors, Inc.
MAYFIELD ADVISORS, INC.Serves this area from Palo Alto, CA (4 mi)#3Johnson Lyman Wealth Advisors
JOHNSON LYMAN, INC.Serves this area from Los Altos Hills, CA (5 mi)#4Rebalance LLC
REBALANCE LLCServes this area from Palo Alto, CA (5 mi)#5Edelman Financial Engines
FINANCIAL ENGINES ADVISORS L.L.C.Serves this area from Santa Clara, CA (6 mi)#6Nri Wealth Management, LLC
NRI WEALTH MANAGEMENT, LLCServes this area from Santa Clara, CA (6 mi)#7Alan Biller And Associates
ALAN D BILLER & ASSOCIATES, INC.Serves this area from Menlo Park, CA (7 mi)#8Nelson Capital Management, LLC
NELSON CAPITAL MANAGEMENT, LLCServes this area from Menlo Park, CA (7 mi)#9Roberts Wealth Advisors, LLC
ROBERTS WEALTH ADVISORS, LLCServes this area from Menlo Park, CA (7 mi)#10Sage Rhino Capital LLC
SAGE RHINO CAPITAL LLCServes this area from Menlo Park, CA (8 mi)
20 more providers serving this area
- Silicon Valley Retirement Services, LLC, San Jose, CA (8 mi)
- Retirement Capital Strategies, Inc., San Jose, CA (9 mi)
- Betterwealth LLC, San Jose, CA (9 mi)
- Clarity Wealth Advisors, San Jose, CA (9 mi)
- Werba Rubin Papier Wealth Management, LLC, San Jose, CA (9 mi)
- Dwr Wealth Management, LLC, San Jose, CA (10 mi)
- Aria Wealth Management, Saratoga, CA (10 mi)
- Griffin Black, LLC, Redwood City, CA (10 mi)
- Heckman Financial & Insurance Services, Inc., San Jose, CA (11 mi)
- Align Wealth Management, LLC, Campbell, CA (11 mi)
- Morling Financial Advisors, LLC, Fremont, CA (12 mi)
- Orchard City Wealth Management, LLC, Los Gatos, CA (12 mi)
- Legacy Capital Group California, Inc., Los Gatos, CA (13 mi)
- Evart, Young & Hobbs Investment Management, Redwood City, CA (13 mi)
- Redwood Park Advisors, Redwood City, CA (14 mi)
- Ieq Capital, LLC, Foster City, CA (15 mi)
- Brickley Wealth Management, San Mateo, CA (16 mi)
- Newfront Retirement Services, Inc., San Mateo, CA (16 mi)
- Bucher Wealth Advisors, San Mateo, CA (17 mi)
- Concentrum Wealth Management, San Jose, CA (19 mi)
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Frequently asked questions
How many retirement plan advisors serve Mountain View?
We list 48 retirement plan advisors serving Mountain View, CA: 0 based there and 48 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Mountain View?
The top-ranked retirement plan advisors serving Mountain View, CA are Honu Wealth Management, Mayfield Advisors, Inc., Johnson Lyman Wealth Advisors, Rebalance LLC and Edelman Financial Engines. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Mountain View are verified against official records?
10 of the top 10 match an active official record: Honu Wealth Management (U.S. Securities and Exchange Commission), Mayfield Advisors, Inc. (U.S. Securities and Exchange Commission), Johnson Lyman Wealth Advisors (U.S. Securities and Exchange Commission), Rebalance LLC (U.S. Securities and Exchange Commission) and Edelman Financial Engines (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .