Be advised. This firm is no longer registered.

Private Vista, LLC

Private Vista, LLC (CRD# 108084) is a financial advisory firm headquartered in Oak Brook, IL. They manage $1,676,579,023 in 4,207 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,677
    MILLION
  • Total Number of Accounts
    4,207
    ACCOUNTS
  • Average Account Value
    $398,521
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, MA, MI, MN, MO, NC, NE, NH, NY, OH, TX, VA, WI

Financial Advisors at Private Vista, LLC
No Advisor Found.
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