January 2025 – ISTO Advisors was honored to be named to Worth Magazine’s 2025 Top RIA Firms, a highly selective list recognizing the most trusted, experienced, and client-focused independent advisory firms in the country.  This was the second consecutive year ISTO was included on the list.      

Developed in partnership with Institutional Shareholder Services (ISS), the Top RIA 300 list highlighted firms that demonstrated a strong commitment to comprehensive financial planning, fiduciary responsibility, and exceptional service to high-net-worth clients.

To qualify, firms were required to meet several stringent benchmarks:

• Managed over $500 million in assets
• Served a predominantly high-net-worth clientele
• Focused on planning-led financial advice
• Operated independently of broker-dealers, ensuring unbiased, client-first guidance

The rankings were grounded in public data submitted to the Securities and Exchange Commission (SEC) through firm disclosures and analyzed via the EDGAR database. By using objective, transparent data, the Top RIA Firms list honored those firms that built enduring trust and credibility in the wealth management space.

“Being named to Worth’s Top RIA Firms list affirms our commitment to provide thoughtful, planning-centered advice for clients who value a long-term relationship,” said Paul Housey, Co-Founder at ISTO Advisors. “This recognition underscores the dedication of our entire team and the trust placed in us by our clients.”

Visit Worth Magazine’s site view the full list.

ISTO Advisors, LLC, is an SEC Registered Investment Adviser. The information, statements, and opinions expressed in this material are provided for general information only, are 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.

Worth Magazine’s 2025 Top RIA Firms uses a rigorous selection process using the following stringent benchmarks:

• AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.

• Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.

• Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.

• Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.

The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for ADV Forms disclosure of proxy voting records. The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public.  Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures. The public can review SEC filings through the commission’s online database, EDGAR.