RIA Intel›Advisers›Florida›VISTA FINANCIAL ADVISORS, INC.

VISTA FINANCIAL ADVISORS, INC.

Advisory

N·PONTE VEDRA BEACH, FL

Data as of Jun 13, 2016 · Source: SEC Form ADV

Total AUM

$69M

1-Year AUM Growth

-33.2%

3-Year CAGR

-17.6%

Employees

2

Assets Under Management

Total AUM$69M

Discretionary AUM$5M

Non-Discretionary AUM$65M

Discretionary %6.7%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingOct 13, 2005

Latest FilingJun 13, 2016

🔒 Full AUM trend chart and 23 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VISTA FINANCIAL ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.