Vista Capital Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 27, 2026, reports $3.2B in regulatory assets under management, 35 employees, and 3,380 accounts.
Assets Under Management
$3.2B
Employees
35
Offices
--
Total Clients
667
Primary office
PORTLAND, OR
9755 SW BARNES ROAD, SUITE 595, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.5% of total clients.
Top client categories% of clientsClients
1
HNWI
67.5%
450
2
Individuals
30.1%
201
3
Charitable
1.2%
8
4
Pension Plans
0.6%
4
5
Corporations
0.6%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 27, 2026
Discretionary100.0%
$3.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.2B
Total Accounts3,380
10Y AUM Change+$2.1B (+192.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee19:1
10Y Employee Change+16 (+84.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.