What departments does Adero Partners have?

Adero Partners has employees across 2 departments including Finance, Consultant.

What is the largest department at Adero Partners?

The largest department at Adero Partners is Finance with 1 employees.

Where are Adero Partners employees located globally?

Adero Partners has employees across 2 continents and 3 countries including Japan, Indonesia, United States Of America.

How has Adero Partners's team size changed over time?

Adero Partners's team has decreased from approximately 17 to 15 employees based on available data.

Adero Partners Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Vista Wealth Management Group, LLC operates in the investment management sector, offering independent financial counsel and wealth-management services to individuals and families from Silicon Valley to New York. Founded in 1999, the firm emphasizes fiduciary duty and transparent client relationships, and it designs wealth plans aimed at helping clients meet their financial goals. The firm relies on a team of experienced professionals to implement plans and oversee investment outcomes.

Headquartered in Walnut Creek, California, the firm serves clients across the Bay Area and Portland, with a national reach evident in its client base. It operates as a small to mid-sized practice within the investment-management industry, focusing on independent guidance and tailored planning. In September 2024, the firm announced an integration with a wealth-planning platform to enhance its estate-planning capabilities.

Adero Partners Global Highlights

North America
36

United States Of America
36

Asia
2

Japan
1
Indonesia
1

Adero Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Information Technology
Other

Contact profiles from Adero Partners

Name

Title

Contact

Location

Last Update

L. H.
On Site Manager
Mobile Phone
Email
Oct 16, 2024
D. A.
Financial Planning Associate
Mobile Phone
Email
Oct 23, 2024
D. S.
Technology
Mobile Phone
Email
Oct 16, 2024
H. L.
Associate
Mobile Phone
Email
Oct 22, 2024
K. M.
Tax Advisor
Mobile Phone
Email
Oct 16, 2024
T. K.
Wealth And Tax Strategist
Mobile Phone
Email
Oct 18, 2024
W. K.
Wealth Advisor
Mobile Phone
Email
Nov 14, 2025
F. C.
Mobile Phone
Email
Jul 13, 2023
T. P.
Mobile Phone
Email

Frequently Asked Questions

What is Adero Partners known for?

Adero Partners was founded in 1999 and operates in the Investment Management industry. You can contact Adero Partners's main corporate office by phone at

+1-650-252-****

. Explore Adero Partners's company overview page for more information.

What is Adero Partners's most common email format?

Adero Partners employees' email format typically follows the pattern of First@vistawealth.com. Trying to find reliable and up-to-date employee contact data? Find more Adero Partners email formats with LeadIQ.

How many employees does Adero Partners have currently?

Adero Partners has approximately 16 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Adero Partners's key employees and leadership?

As of August 2026, Adero Partners's key employees include:

On Site Manager: L. H.
Financial Planning Associate: D. A.
Technology: D. S.
Associate: H. L.
Tax Advisor: K. M.

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Adero Partners Employee Directory

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