RIA Intel›Advisers›Oregon›VISTA CAPITAL PARTNERS, INC.

VISTA CAPITAL PARTNERS, INC.

Advisory

N·PORTLAND, OR

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$3.2B
1-Year AUM Growth
+17.0%
3-Year CAGR
+9.1%
Employees
20
Assets Under Management
Total AUM$3.2B
Discretionary AUM$3.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients642
Team
Total Employees20
Investment Advisers35
Employee Growth (1Y)-5.6%
Filing History
Total Filings on Record42
First FilingAug 28, 2001
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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