Isto Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 26, 2026, reports $1.1B in regulatory assets under management, 27 employees, 1 office, and 2,533 accounts.
Assets Under Management
$1.1B
Employees
27
Offices
1 office
Total Clients
404
Primary office
TROY, MI
2150 BUTTERFIELD DRIVE, SUITE 220, TROY, MI, United States
Top client segmentHNWI represent 60.4% of total clients.
Top client categories% of clientsClients
1
HNWI
60.4%
244
2
Individuals
28.2%
114
3
Charitable
10.1%
41
4
Pension Plans
1.2%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 26, 2026
Discretionary93.9%
$999M
94% of total RAUM93.9%
Non-discretionary6.1%
$65M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts2,533
10Y AUM Change+$782M (+277.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee15:1
10Y Employee Change+20 (+285.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.