Wealth manager, independent · Portland, OR
Vista Capital Partners, Inc.
SEC-registered investment adviser · CRD 114913 · SEC 801-60536
At a glance
Vista Capital Partners, Inc. is an SEC-registered investment adviser based in Portland, Oregon, with $3.2B in regulatory assets under management as of its Form ADV filed March 27, 2026. It reports 651 individual clients, 450 of them high-net-worth, holding an average of about $4.6 million each, and 35 employees. That ranks it 331st among the nation’s 5,657 independent wealth management RIAs and 5th of 101 in Oregon. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 503-772-9500vistacp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.2B
- Rank among independent wealth managers
- #331 of 5,657
- Rank among all SEC RIAs
- #2,714 of 17,210
- Rank in Oregon
- #5 of 101
- Individual clients
- 651
- High-net-worth clients
- 450
- Accounts
- 3,380
- Discretionary
- 100% of AUM
- Employees
- 35
- Advisory staff
- 20
- Offices
- 1
Owners and executives on its Form ADV
- Michael J. OreillyPrincipal
- Douglas E. JohansonChairman of the Board
- Dougal WilliamsCEO, Chief Wealth Officer
- John J. ConveryChief Compliance Officer
- Robert D. GreenmanChief Growth Officer
- Lindsey W. WilliamsChief Client Officer
- Douglas L. PostPartner
- Tana ThomsonChief People Officer
- Julia P. TierneyDirector of Legacy Planning
- Jonathan T. GannonDirector of Financial Planning
- Andrew G. DarkinsPartner
- Jessica R. AllisonPartner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Vista Capital Partners, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 450 | $2.2B | 69% |
| Individuals | 201 | $773M | 24% |
| Charitable organizations | 8 | $101M | 3% |
| Corporations or other businesses | 4 | $92M | 3% |
| Pension and profit sharing plans | 4 | $16M | <1% |
Disciplinary disclosures
Vista Capital Partners, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗vistacp.com ↗
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The full record on Vista Capital Partners, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,266 peers of its type and size
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- 14 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Similar-size RIAs in Oregon
All of Oregon →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Kingsview Wealth Management, LLCGrants Pass | $9.0B | 12,143 |
| Aldrich Wealth LPLake Oswego | $7.6B | 651 |
| Becker Capital Management, Inc.Portland | $5.7B | 745 |
| Phillips and Company Advisors LLCPortland | $2.7B | 1,110 |
| CS Planning CorpPortland | $2.0B | 4,190 |
| Sapient Private Wealth Management, LLCEugene | $1.7B | 609 |
Background
Questions
How much does Vista Capital Partners, Inc. manage?
Vista Capital Partners, Inc. reports $3.2B in regulatory assets under management across 3,380 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
How many clients does Vista Capital Partners, Inc. have?
It reports 651 individual clients: 450 high-net-worth individuals and 201 other individuals. Individuals account for about 93% of its regulatory assets.
Where is Vista Capital Partners, Inc. headquartered?
Its main office is in Portland, Oregon. It reports 1 office in total and 35 employees, 20 of whom perform investment advisory functions.
How does Vista Capital Partners, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Vista Capital Partners, Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 27, 2026, it reports these amounts held: Charles Schwab ($3.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Vista Capital Partners, Inc. a hybrid RIA with a broker-dealer?
Vista Capital Partners, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Vista Capital Partners, Inc. a fiduciary?
As an SEC-registered investment adviser, Vista Capital Partners, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Vista Capital Partners, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →