WALNUT CREEK, CACRD 307268Latest ADV February 6, 2026
Vista Advisor Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated February 6, 2026, reports $315M in regulatory assets under management, 5 employees, and 688 accounts.
Assets Under Management
$315M
Employees
5
Offices
--
Total Clients
688
Primary office
WALNUT CREEK, CA
2950 BUSKIRK AVENUE, SUITE 350, WALNUT CREEK, CA, United States
Top client segmentIndividuals represent 88.2% of total clients.
Top client categories% of clientsClients
1
Individuals
88.2%
607
2
HNWI
11.5%
79
3
Pension Plans
0.3%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of February 6, 2026
Discretionary99.4%
$313M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$315M
Total Accounts688
10Y AUM Change+$315M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee138:1
10Y Employee Change+1 (+25.0%)
* 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.