ISTO has been named to USA TODAY’s Best Financial Advisory Firms 2026 list. This marks our second consecutive year receiving this recognition, following our inclusion in 2025.

ISTO provides comprehensive financial planning to individuals and families with complex financial planning needs.  We’re a member owned firm with a strong foundation built to allow us to guide you today, and future generations tomorrow.

The award is presented by USA TODAY in partnership with Statista Inc., a global provider of market research and industry rankings. The 2026 list was published on April 15, 2026, and is available on USATODAY.com.

The ranking is based on two primary factors:

• Recommendations from financial advisors, clients, and industry experts, collected through an independent survey of more than 30,000 participants.  

• Assets Under Management (AUM) development, including both short- and long-term trends, with short-term development measured over the twelve-month period from January 2025 to January 2026 and long-term over the five-year period from 2021 to 2026, using a 30/70 weighting.  

Statista publishes industry rankings and analyses in collaboration with media partners worldwide, drawing on data from its business intelligence platform and research studies.

We appreciate the recognition and remain focused on providing thoughtful financial planning and long-term guidance to our clients and their families.

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ISTO Advisors, LLC, is an SEC Registered Investment Adviser. The information, statements, and opinions expressed in this material are provided for general information only, based on data we believe to be accurate at the time of writing and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation, or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. Investing involves risk and possible loss of principal capital. Diversification does not ensure a profit or protect against a loss. Past performance is not indicative of future returns.  Services are only offered to clients or prospective clients where ISTO Advisors, LLC,  and its representatives are properly licensed or exempt from licensure. No advice may be rendered by ISTO Advisors, LLC, unless a client service agreement is in place.

The USA TODAY’s 2026 Best Financial Advisory Firms list was researched in partnership with Statista.  Firms had to meet the following criteria:

1. The firm is registered as an RIA firm with the SEC or at state level for at least one year

2. The firm has a principal office in the United States

3. The firm has a clean disciplinary record

4. The firm offers financial planning services or portfolio management for individuals and/or small businesses

5. The firm’s AUM must be greater than $500,000

The ranking of the best registered investment advisory firms is based on two dimensions: recommendations by clients, industry experts, and financial advisors, and a firm’s development of Assets under Management (AUM).  Recommendations were collected via an independent survey among over 30,000 individuals.  Clients, industry experts, and financial advisors working for an RIA firm could recommend the RIA firms they find commendable.  Self-recommendations were prohibited and were therefore not included in the evaluation.  AUM development was calculated by combining short- and long-term trends, with short-term development measured over the twelve-month period from January 2025 to January 2026 and long-term over the five-year period from 2021 to 2026, using a 30/70 weighting.  The rankings are comprised exclusively of advisory firms that are eligible regarding the scope described in this document. A mention in the rankings is a positive recognition based on client and peer recommendations and data points collected from publicly available sources at the time. The rankings are the result of an elaborate process which, due to the interval of data-collection and analysis, is a reflection of the past years. Furthermore, events preceding or following the 02/11/2026 were not included in the metrics. As such, the results of these rankings should not be used as the sole source of information for future deliberations. The information provided in these rankings should be considered in conjunction with other available information about advisory firms. The quality of advisory firms that are not included in the rankings is not disputed.