Market
RIA
Member Level
Premier
Last Activity
this month
Profile Age
254 days old
General
Location
Palo Alto, CA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$2,300,000,000.00
Gross Revenue
$16,000,000.00
# of Accounts
2,100
Avg Client Age
50
Overview

Vista Wealth Management is an independent RIA that was founded in 1999. We have 40 employees and offices in Portland, San Francisco, Palo Alto and Los Angeles. We offer CFO services to our clients and deliver goal based financial planning, investment management, tax planning and preparation as well as other value added advice/analysis. Vista has a strong track record of growth from both organic and inorganic initiatives. We believe growth is critical to attract and retain top employees, who will help us provide a great client experience and build a better company.

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