RIA Intel›Advisers›Michigan›ISTO ADVISORS, LLC

ISTO ADVISORS, LLC

Advisory

N·TROY, MI

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+19.4%

3-Year CAGR

+12.2%

Employees

19

Assets Under Management

Total AUM$1.1B

Discretionary AUM$999M

Non-Discretionary AUM$65M

Discretionary %93.9%

Total Clients382

Team

Total Employees19

Investment Advisers27

Employee Growth (1Y)+7.7%

Filing History

Total Filings on Record22

First FilingSep 9, 2016

Latest FilingJul 20, 2026

🔒 Full AUM trend chart and 22 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ISTO ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.