Brian T. Murphy

VISTA CAPITAL PARTNERS

Portland, OR 97225

Some features on this profile are disabled

CRD#: 5576490

Professional summary

Brian Thomas Murphy, CFP® is a registered financial advisor currently at VISTA CAPITAL PARTNERS, INC. located in Portland, Oregon.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Thomas Murphy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 14, 2026 - Present

VISTA CAPITAL PARTNERS, INC.

Office #1: 9755 Sw Barnes Road Suite 595, Portland, OR 97225

RIA

CRD#: 114913

Portland, OR

Past

June 29, 2023 - March 16, 2026

MORGAN STANLEY

RIA

CRD#: 149777

Lake Oswego, OR

Past

June 29, 2023 - March 16, 2026

MORGAN STANLEY

CRD#: 149777

Lake Oswego, OR

Past

July 22, 2019 - June 12, 2023

M FINANCIAL ASSET MANAGEMENT, INC.

RIA

CRD#: 136694

PORTLAND, OR

Past

June 3, 2014 - June 12, 2023

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

June 3, 2014 - June 12, 2023

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

February 25, 2009 - May 19, 2014

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VISTA CAPITAL PARTNERS, INC.

CRD#: 114913 / SEC#: 801-60536

RIA

Registered Investment Advisory firm - (8/31/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(4/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/26/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/24/2009

General Securities Representative Examination

Current Firm

VISTA CAPITAL PARTNERS, INC.

CRD#: 114913 / SEC#: 801-60536

RIA

Registered Investment Advisory firm - (8/31/2001 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9755 Sw Barnes Road Suite 595, Portland, OR 97225

Mailing Address

Phone number

(503) 772-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VISTA CAPITAL PARTNERS ADV BROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts	3,126
AUM (Assets Under Management)	$ 2,718,788,300

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Devlin Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian T. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Thomas Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISTA CAPITAL PARTNERS, INC.

MORGAN STANLEY

MORGAN STANLEY

M FINANCIAL ASSET MANAGEMENT, INC.

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Primary Firm SEC Registration

VISTA CAPITAL PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2009

SIE

Date: 10/1/2018

Series 7

Date: 2/24/2009

Current Firm

VISTA CAPITAL PARTNERS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VISTA CAPITAL PARTNERS, INC.

TRUST BUT VERIFY

Similar Advisors