Vista Wealth Management, LLC

Vista Wealth Management, LLC (CRD# 110252) is a financial advisory firm headquartered in East Palo Alto, CA. They manage $1,363,990,349 in 1,638 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,364
    MILLION
  • Total Number of Accounts
    1,638
    ACCOUNTS
  • Average Account Value
    $832,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, NH, NV, TX, VA, WA

Financial Advisors at Vista Wealth Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Robert T. Adams
CRD#: 733806
2000 University Avenue, Suite 201, East Palo Alto, CA 94303
96
Wealthminder
score

Robert Adams (CRD# 733806) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 35 years of experience in the finance industry. Robert Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Johanna S. Adleson
CRD#: 5263358
2000 University Avenue, Suite 201, East Palo Alto, CA 94303
93
Wealthminder
score

Johanna Adleson (CRD# 5263358) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 9 years of experience in the finance industry.

3
Brian G. Frazier
CRD#: 1508930
2000 University Ave, Suite 201, East Palo Alto, CA 94303
93
Wealthminder
score

Brian Frazier (CRD# 1508930) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 13 years of experience in the finance industry.

4
James M. Knight
CRD#: 2838440
306 Cambridge Ave., Palo Alto, CA 94306
93
Wealthminder
score

James Knight (CRD# 2838440) is an Investment Advisor Representative working at Vista Wealth Management, LLC in Palo Alto, CA and has over 15 years of experience in the finance industry.

5
Henry B. Pilger
CRD#: 3030942
2000 University Ave, Suite 201, East Palo Alto, CA 94303
93
Wealthminder
score

Henry Pilger (CRD# 3030942) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 19 years of experience in the finance industry.

6
Michael E. Spector
CRD#: 4343391
2000 University Ave, Palo Alto, CA 94303
93
Wealthminder
score

Michael Spector (CRD# 4343391) is an Investment Advisor Representative working at Vista Wealth Management, LLC in Palo Alto, CA and has over 17 years of experience in the finance industry.

7
Eric R. Swensen
CRD#: 4906053
2000 University Ave, No. 201, Palo Alto, CA 94303
93
Wealthminder
score

Eric Swensen (CRD# 4906053) is an Investment Advisor Representative working at Vista Wealth Management, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.

8
Aaron J. White
CRD#: 5668453
2000 University Ave, Suite 201, East Palo Alto, CA 94303
93
Wealthminder
score

Aaron White (CRD# 5668453) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 8 years of experience in the finance industry.

9
Mark F. Astrinos
CRD#: 6035365
2000 University Ave, Suite 201, East Palo Alto, CA 94303
90
Wealthminder
score

Mark Astrinos (CRD# 6035365) is an Investment Advisor Representative working at Vista Wealth Management, LLC in East Palo Alto, CA and has over 5 years of experience in the finance industry.

10
Mark M. Bates
CRD#: 6412414
88 Kearny Street, Suite 1700, San Francisco, CA 94108
90
Wealthminder
score

Mark Bates (CRD# 6412414) is an Investment Advisor Representative working at Vista Wealth Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Mark Bates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.