This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2021
- Office Locations
- 1
Office Locations
About Vista Finance, LLC
Vista Finance is a wealth management firm focused on long-term partnerships with individuals, families, and business owners. Services include comprehensive financial planning, tax and estate planning, philanthropic planning, and business succession planning. The firm uses a quantifiable, disciplined investment process built for full market cycles, taking a go-anywhere approach across a broad asset universe rather than pure passive indexing.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CHRISTOPHER BRENT WILLIAMS
Managing Member, President
- CRD
- #3268710
- Ownership
- 50% but less than 75%
BRIAN THOMAS LANDZAAT
Chief Compliance Officer, Founder, Managing Member
- CRD
- #7334346
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
Zachary Thomas
--
- CRD
- #7854776
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,642,089 | $678,490 |
| Non-Discretionary | $15,325,072 | $3,831,268 |
| Total | $319,967,161 | $706,329 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing