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Last updated: January 16th, 2020. Data source: SEC filings.
Vista Capital Partners, federally registered in 2001, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 13 advisors. Vista Capital Partners manages $1.3 billion and provides investment advisory services for 505 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||8|
|Percentage of Advisors Trusted||69%|
|Average Client Balance||$2,654,267|
|Total AUM||$1.3 billion|
|Advisor / Client Ratio||1:39|
|SEC Filings||Forms and Brochures (CRD # 114913)|
|State(s) Registered||AZ, CA, NH, OR, TX, WA|