April 2025 – ISTO Advisors was proud to be named one of USA TODAY’s 2025 Best Financial Advisory Firms, a national honor recognizing excellence, client satisfaction, and consistent growth in the financial advisory industry.

Developed in partnership with Statista, the 2025 Best Financial Advisory Firms list highlighted the top 500 registered investment advisors (RIAs) across the U.S. based on two primary factors:

• Recommendations from clients, industry peers, and fellow financial advisors (20% of total score)
• Assets Under Management (AUM) growth, both short-term (2024–2025) and long-term (2020–2025), which made up 80% of the scoring

Over 30,000 individuals participated in the independent survey, and firms were required to meet strict eligibility standards, which included a clear focus on financial planning or portfolio management for individuals and small businesses.

“This recognition from USA TODAY and Statista reflects the value of our planning-first philosophy and our deep commitment to serving clients with a world-class experience,” said Chris Fisher, Co-Founder & CCO at ISTO Advisors. “It’s an honor to be recognized for the trust we’ve earned and the steady growth we’ve built over time.”

To read more about USA TODAY’s 2025 Best Financial Advisory Firms list, visit this article published on April 22, 2025.

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 2025 Best Financial Advisory Firms list was researched in partnership with Statista.  Firms had to meet the following six 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.
6. The firm achieved an overall score among the top 500.

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 analyzed both in the short- and long-term using publicly available data.  Short-term AUM development was calculated over a twelve-month period from January 2024 to January 2025, while long-term development spanned a five-year period from 2020 to 2025.  The final score was calculated by weighting recommendations at 20% and AUM development at 80%.  Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The selection of the firms and the definition of the evaluation criteria were based on independent journalistic criteria of USA TODAY and Statista.  The evaluation was carried out by the statistics and research company Statista.  USA TODAY and Statista make no claim to the completeness of the firms examined.  The ranking only includes firms that qualify according to the criteria described in this disclaimer.  A position in the ranking is a positive recognition based on research of publicly available data sources at the time and extensive surveys.  In addition, events after February 13, 2025 were no longer considered in the analysis.  As such, the results of this list should not be considered in conjunction with other available information about a financial advisory firm.  The quality of financial advisory firms that are not included in the ranking is not disputed.