Fee-only adviser · Pittsburgh, PA
Vista Investment Management, LLC
Vista Investment Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pittsburgh, Pennsylvania. On its latest Form ADV, filed March 31, 2026, it reports $324M in regulatory assets under management, 180 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 116068 · SEC file 801-112652 |
| Office | 400 Penn Center Blvd., Suite 555 Pittsburgh, PA 15235 |
| Phone | (412) 824-5940 |
| Website | www.vista-im.com |
| Regulatory assets under management | $324M ($319M discretionary) |
| Individual clients | 102 non-high-net-worth, 78 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 4 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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See all 38 fee-only advisers in Pittsburgh →
Nearby
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- Sewickley 6 firms
- Monroeville 1 firm
- White Oak 1 firm
- Venetia 1 firm
- Wexford 7 firms
- Canonsburg 7 firms
- McMurray 2 firms
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