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AJO VISTA, AN EMERALD COMPANY

LEOLA, PA · CRD 139061 · IAPD ↗ · emstoneadvisers.com · 717-556-8900

$29.3MRegulatory AUM
1Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — EMSTONE ADVISERS, LLC is now doing business as AJO VISTA, AN EMERALD COMPANY.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2026 — EMSTONE ADVISERS, LLC reported RAUM down 33% ($43.6M -> $29.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.