ISTO Advisors, LLC has been named to the InvestmentNews 5-Star Wealth Management Teams 2026 list, recognizing advisory firms across the country that demonstrate meaningful client impact through sustained growth, retention, and service.

Selected from 772 submissions, ISTO was among just 97 firms recognized following a comprehensive evaluation of both qualitative and quantitative measures, including client outcomes and contributions to the broader advisory industry.

At ISTO, being In Service To Others is more than a philosophy - it is the foundation of how we serve clients every day. Through our customized Every Dollar Plan and personal CFO model, our team helps clients bring clarity to complex financial decisions, align their wealth with what matters most, and move forward with confidence and peace of mind.

Rather than focusing solely on portfolios, ISTO partners with clients to create what we call “life blueprints” - thoughtful, integrated strategies designed to support long-term success for executives, business owners, and families who have worked diligently to build their wealth and are seeking to align it with what matters most to them. Clients trust ISTO not only with their assets, but with the outcomes of their most valuable resource: time. In turn, we are intentional about helping them reclaim that time for their families, businesses, and communities.

This commitment to service extends beyond client work. ISTO team members are active mentors, volunteers, and community supporters across Michigan, Illinois, and Arizona, reflecting the same values of stewardship and impact that define our approach to advising.

“We are honored to be recognized among the 2026 5-Star Wealth Management Teams,” said Chris Fisher, Co-Founder of ISTO. “This recognition reflects our belief that financial advice should be deeply personal, highly coordinated, and delivered by a team that cares as much about our clients’ futures as they do themselves.”

‍

‍

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.

Methodology and award disclosure. InvestmentNews recognized leading wealth management firms in the United States that demonstrated exceptional success in client growth and retention over the preceding 12 months.

Eligibility. Eligible participants were US-based advisory teams consisting of three (3) or more advisors. Teams were required to operate within a registered wealth management or financial advisory firm.

Nomination process ‍

• Advisory teams were invited to nominate their firms through a structured submission process. ‍
• No independent third-party judging panel was utilized. ‍
• The IN research and editorial teams independently reviewed and assessed all submissions.

Population disclosure

• Total number of entries: 772 ‍
• Total number of recipients: 97 ‍
• Percentage of nominees receiving recognition: 12.65% ‍
• Providing nominee and recipient totals ensures transparency regarding selectivity and avoids overstating exclusivity.

Editorial review. The IN editorial team conducted a structured qualitative and quantitative review of all submissions to evaluate measurable client impact and broader industry contributions. Selection was based solely on the stated methodology below.

Evaluation criteria and scoring. Submissions were evaluated across multiple weighted categories. While exact scoring weights are proprietary, the evaluation included both qualitative and quantitative assessment of:

A. Client impact and contributions

• Demonstrated meaningful contributions to clients ‍
• Evidence of enhanced client outcomes, service innovation, or engagement initiatives ‍
• Examples of fiduciary-focused practices and client-centric strategies

B. Understanding of client needs

• Clear articulation of client demographics and planning complexities ‍
• Customized service models ‍
• Retention strategies and relationship management approach

C. Notable achievements (past 12 months)

• Strategic growth initiatives ‍
• Expansion of services or capabilities ‍
• Operational improvements or leadership within the profession
  

What the award measures

• Demonstrated client growth and retention over the prior 12 months ‍
• Team-level operational success ‍
• Evidence of meaningful client impact ‍
• Contributions to advancements in the financial services industry ‍
• Business scale indicators such as AUM and overall team result

The award reflects a combination of quantitative metrics and qualitative editorial assessment based on submitted information.

What the award does not measure or represent

• Investment performance history ‍
• Portfolio returns relative to benchmarks ‍
• Client testimonials or satisfaction surveys (unless explicitly included in submitted materials as contextual information) ‍
• A ranking of all U.S. wealth management firms ‍
• Future performance or guaranteed client outcomes ‍
• An evaluation of regulatory standing beyond publicly available information ‍
• Recognition is based solely on the information provided in submissions and the stated evaluation methodology

Fee and promotional disclosure. No fee was required for nomination or selection consideration. Selection was independent of any advertising, sponsorship, or marketing relationships.

If optional marketing or promotional packages are offered:

• Recipients may choose to purchase marketing enhancements or promotional materials. ‍
• The purchase of promotional services does not influence selection.

‍