Vista Capital Partners, Inc.
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 667
- Avg AUM / client
- $4.8M
- Accounts
- 3,380
- Employees
- 35
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 201 | $773M | 24.0% |
| High net worth individuals | 450 | $2.2B | 69.5% |
| Pension and profit sharing plans | 4 | $16.1M | 0.5% |
| Charitable organizations | 8 | $101M | 3.14% |
| Corporations and other businesses | 4 | $92.1M | 2.86% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Opus Solutions, Llc 401(k) Retirement Plan Opus Solutions, Llc | 2024 | |
| Tonkon Torp Llp Profit Sharing And 401(k) Plan Tonkon Torp Llp Profit Sharing And 401(k) Plan | 2024 |
People (26)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Joseph Oreilly | Principal | Dec 2000 (26y) | 10% – 25% | |
| Convery, John, Joseph Iii | Chief Compliance Officer/Managing Director | Mar 2011 (15y) | 10% – 25% | |
| Johanson, Douglas, Eric | Chairman Of The Board | May 2011 (15y) | 10% – 25% | |
| Robert Douglas Greenman | Chief Growth Officer | Jul 2011 (15y) | 5% – 10% | |
| Andrew Graham Darkins | Director Of Client Experience | CFP | Aug 2016 (10y) | Less than 5% |
| Jonathan Thomas Gannon | Director Of Financial Planning | CFP | Sep 2017 (9y) | Less than 5% |
| Thomson, Tana | Chief People Officer | Oct 2018 (8y) | Less than 5% | |
| Dougal Williams | Chief Wealth Officer | Oct 2020 (6y) | 10% – 25% | |
| Douglas Lightner Post | Principal | Oct 2020 (6y) | 5% – 10% | |
| Lindsey Woodley Williams | Chief Client Officer | Oct 2020 (6y) | 5% – 10% | |
| Julia Patricia Tierney | Director Of Legacy Planning | Jan 2022 (5y) | Less than 5% | |
| Patrick Charles Yazhari | Registered representative | CFP | Jul 2019 (7y) | |
| Vanessa Nicole Dehaan | Registered representative | CFP | Jul 2020 (6y) | |
| Terrence Franklyn Daniel | Registered representative | Apr 2021 (5y) | ||
| Eric Yan | Registered representative | Mar 2022 (4y) | ||
| Joseph Alexander Rayburn | Registered representative | Jul 2022 (4y) | ||
| Cara Beth Miller | Registered representative | Jan 2024 (3y) | ||
| Jessica Rose Allison | Registered representative | CFP | Mar 2024 (2y) | |
| Katherine Meryl Backus | Registered representative | May 2024 (2y) | ||
| Alexander Michael Canellopoulos | Registered representative | CFP CFA | Jun 2024 (2y) | |
| Nicole Marie Wilson | Registered representative | CFP | Jul 2024 (2y) | |
| Benjamin Mac Kinnon | Registered representative | Oct 2024 (2y) | ||
| Jeffrey Kenneth Griggs | Registered representative | CFA | May 2025 (1y) | |
| Lauren Shelly | Registered representative | Oct 2025 (1y) | ||
| Brian Thomas Murphy | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| Nathan Sheppard | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Opus Solutions, Llc 401(k) Retirement Plan | Opus Solutions, Llc | 424 | $36.1M | 01/01/2024 |
| Tonkon Torp Llp Profit Sharing And 401(k) Plan | Tonkon Torp Llp Profit Sharing And 401(k) Plan | 178 | $143M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $3.2B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗