March 2025 – ISTO Advisors was proud to announce its inclusion in the prestigious 2025 RIA Edge 100 list, published by WealthManagement.com. This recognition highlighted ISTO as one of the top-performing, best-managed registered investment advisory firms in the country.

The RIA Edge 100 list was developed using objective data drawn from Discovery Data’s MarketPro platform. Firms were evaluated based on multiple metrics, including:

• Five- and one-year Assets Under Management (AUM) growth
• Ratio of employees to clients
• Percentage of CERTIFIED FINAICIAL PLANNER® professionals on staff
• Average client account size
• Commitment to financial planning for high-net-worth individuals

Only SEC-registered firms managing over $500 million in assets and offering financial planning services to primarily high-net-worth clients were considered.

“This recognition reflects the strength of our team, the trust of our clients, and our intentional approach to long-term growth,” said Chris Fisher, Co-Founder & CCO at ISTO Advisors. 

The RIA Edge 100 is not a ranking, nor can firms apply or pay to be included. It is designed to spotlight firms that demonstrate exceptional growth, strong client service ratios, and deep internal talent—factors that reflect ISTO’s mission and core values.

To learn more about the RIA Edge 100, visit here.

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.

The RIA Edge 100 list was developed by Wealthmanagement.com's WMIQ research team in partnership with ISS MI using data from its Discovery Data MarketPro platform. Qualifying firms were limited to SEC-registered investment advisory firms that provide financial planning services, have high-net-worth individuals as more than half of their client base, and manage at least $500 million in assets. Analyzing that subset of RIAs, WMIQ ranked firms by several other metrics, including AUM growth over both one- and five-year periods, the ratio of employees to total clients, the percentage of employees with the CFP certification, and average client account size, among other factors. Each metric was given an equal weighting and, on balance, is intended to provide a clear picture of firm growth as it relates to client service and internal talent. RIA Edge 100 firms are those with the most impressive growth rates combined with the best employee-to-client ratios and highest CFP certifications. The RIA Edge 100 is not a ranking. Nor is it a subjective “best advisor” list based on business relationships, influencer status or social media popularity. Firms cannot apply for the list, nor is there a cost to be included. Instead, the RIA Edge 100 was designed to surface a premier group of well-managed firms that reinvest in their businesses, maintaining a high level of client service, and continuing to grow by design, not by default.