Private Vista, LLC

Private Vista, LLC

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2211 York Road Suite 310

Oak Brook, IL 60523

630-455-0600

myprivatevista.com

No. advisers: 34

AUM: $1,523,934,279

Asset Breakdown

Staff
Employees 34
Clients
High-net-worth individuals 26-50%
Financial planning clients 101-250
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,486,635,464 918 $1,619,429
Non-discretionary 37298815 40 $932,470
Total $1,523,934,279 958 $1,590,746

InvestmentNews honors firm best practices

October 25, 2017 - InvestmentNews recognized 21 financial advice firms with Best Practices awards on Oct. 17, at a ceremony held in Boston. These firms rank among the top quartile of more than 700 independent advisory firms that participated in the 2017 Adviser Compensation...

InvestmentNews names winners of its 2017 Best Practices Awards

October 17, 2017 - InvestmentNews has announced the winners of its 2017 Best Practices Awards, an initiative that recognizes the top-performing and most innovative firms in the financial advice industry. The winners were identified through their participation in InvestmentNews'...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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