RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Brian Thomas Murphy
- Title
- CFP® , Advisorreportedvistacp.comfirm site, Sep 15, 2026
- Designations
- CFPreportedvistacp.comas printed on the bio page, Sep 16, 2026
- Professional profile
- vistacp.com/team/brian-murphyreportedvistacp.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Vista Capital Partners, Inc. independent RIA currentsince Apr 14, 2026 · Portland, Or
- Morgan Stanley wirehouseJun 29, 2023 to Mar 16, 2026 · Lake Oswego, Or
- M Financial Asset Management, Inc. independent RIAJul 22, 2019 to Jun 12, 2023 · Portland, Or
- M Holdings Securities, Inc. BD affiliatedJun 3, 2014 to Jun 12, 2023 · Portland, Or
- Morgan Stanley to Vista Capital Partners, Inc.left Mar 16, 2026, registered Apr 14, 2026 (29 days) · Wirehouse to independent RIA
- M Financial Asset Management, Inc. to Morgan Stanleyleft Jun 12, 2023, registered Jun 29, 2023 (17 days) · RIA to wirehouse
- M Holdings Securities, Inc. to M Financial Asset Management, Inc.left Jun 12, 2023, registered Jul 22, 2019 (-1421 days) · Affiliated broker-dealer or bank to independent RIA
- Brian Thomas Murphy left Morgan Stanley for Vista Capital Partners, Inc. (registered 2026-04-14)Mar 16, 2026 · Advisor changed firm · fact
- Brian Thomas Murphy left M Financial Asset Management, Inc. for Morgan Stanley (registered 2023-06-29)Jun 12, 2023 · Advisor changed firm · fact
- Brian Thomas Murphy left M Holdings Securities, Inc. for M Financial Asset Management, Inc. (registered 2019-07-22)Jun 12, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address