Vista Finance, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clayton, MO. Its latest Form ADV filing, dated March 27, 2026, reports $320M in regulatory assets under management, 5 employees, and 453 accounts.
Assets Under Management
$320M
Employees
5
Offices
--
Total Clients
98
Primary office
CLAYTON, MO
100 SOUTH BRENTWOOD, SUITE 350, CLAYTON, MO, United States
Top client segmentHNWI represent 59.2% of total clients.
Top client categories% of clientsClients
1
HNWI
59.2%
58
2
Individuals
15.3%
15
3
Charitable
15.3%
15
4
Corporations
10.2%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$320Mas of March 27, 2026
Discretionary95.2%
$305M
95% of total RAUM95.2%
Non-discretionary4.8%
$15M
5% of total RAUM4.8%
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$320M
Total Accounts453
10Y AUM Change+$320M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee20:1
10Y Employee Change+2 (+66.7%)
* 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.