VISTA INVESTMENT PARTNERS

One Woodside Drive
Richmond, Indiana 47374
Tel: 765-962-5153

About VISTA INVESTMENT PARTNERS

VISTA INVESTMENT PARTNERS, formally registered with the SEC as VISTA INVESTMENT PARTNERS. The firm was established in 10/13/2023. They have over 1 offices throughout the country.

VISTA INVESTMENT PARTNERS is a Richmond, Indiana based Financial Planning firm with nearly $249,609,197 assets under management, offering retirement planning & investment advisory services to 1271 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327983
SEC#	801-128904
Assets Managed by Firm	$249,609,197
No. of Clients	1271
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1271	$249,609,197
Individuals (other than high net worth individuals)	414	$131,758,900
High net worth individuals	44	$110,496,116
Corporations or other businesses	12	$3,689,231

More Retirement Planning firms in Richmond, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in Richmond, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.