This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$315MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$313M

Private client RAUM

$310MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

688

Individual clients

607

High net worth clients

79

Custody, client assets

$283M

SEC number

801-119453

CRD

307268

Filings on the tape

13

First filed

Aug 14, 2020

Latest filed

Feb 6, 2026

Organised

Limited Liability Company, CA

Website

vistaadvisorgroup.com

• Occurred

  Aug 14, 2020
  First Form ADV filing

  Vista Advisor Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7918994b-dffc-0863-13f8-ad8f094f9d51

First observed

Aug 14, 2020

Last observed

Feb 6, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.