ISTO ADVISORS, LLC
CRD #284560 SEC #801-108409 TROY, MI 248-458-1100
SEC Registered
Total AUM
$871.6M
Discretionary
$834.4M
Employees
23
Clients
251
Accounts
2,548
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $871.6M | $834.4M | $37.3M | 23 | 0 |
| Aug 2025 | $871.6M | $834.4M | $37.3M | 23 | 0 |
| Jun 2025 | $871.6M | $834.4M | $37.3M | 23 | 0 |
| Mar 2025 | $871.6M | $834.4M | $37.3M | 23 | 0 |
| Mar 2024 | $765.7M | $733.1M | $32.6M | 21 | 0 |
| Oct 2023 | $641.1M | $614.6M | $26.6M | 21 | 0 |
| Sep 2023 | $641.1M | $614.6M | $26.6M | 21 | 0 |
| Feb 2023 | $641.1M | $614.6M | $26.6M | 21 | 0 |
| Feb 2022 | $674.4M | $644M | $30.5M | 15 | 0 |
| Jan 2022 | $540.5M | $515.3M | $25.2M | 15 | 0 |
| Mar 2021 | $540.5M | $515.3M | $25.2M | 15 | 0 |
| May 2020 | $455.6M | $432M | $23.7M | 10 | 0 |
| Mar 2020 | $455.6M | $432M | $23.7M | 10 | 0 |
| Mar 2020 | $455.6M | $432M | $23.7M | 10 | 0 |
| Jan 2020 | $344.3M | $328.6M | $15.7M | 10 | 0 |
| Dec 2019 | $344.3M | $328.6M | $15.7M | 10 | 0 |
| Mar 2019 | $344.3M | $328.6M | $15.7M | 10 | 0 |
| Jun 2018 | $365.1M | $342.2M | $22.9M | 8 | 0 |
| Mar 2018 | $365.1M | $342.2M | $22.9M | 8 | 0 |
| Aug 2017 | $282.3M | $272.6M | $9.7M | 7 | 262 |
| Aug 2017 | $282.3M | $272.6M | $9.7M | 7 | 262 |
| Mar 2017 | $282.3M | $272.6M | $9.7M | 7 | 262 |
| Dec 2016 | $249.8M | $240M | $9.8M | 4 | 0 |
| Dec 2016 | $249.8M | $240M | $9.8M | 4 | 0 |
| Sep 2016 | $0 | $0 | $0 | 4 | 0 |
| Sep 2016 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$871.6M
Discretionary$834.4M
Non-Disc.$37.3M
Employees23
Clients0
DateAug 2025
Total AUM$871.6M
Discretionary$834.4M
Non-Disc.$37.3M
Employees23
Clients0
DateJun 2025
Total AUM$871.6M
Discretionary$834.4M
Non-Disc.$37.3M
Employees23
Clients0
DateMar 2025
Total AUM$871.6M
Discretionary$834.4M
Non-Disc.$37.3M
Employees23
Clients0
DateMar 2024
Total AUM$765.7M
Discretionary$733.1M
Non-Disc.$32.6M
Employees21
Clients0
DateOct 2023
Total AUM$641.1M
Discretionary$614.6M
Non-Disc.$26.6M
Employees21
Clients0
DateSep 2023
Total AUM$641.1M
Discretionary$614.6M
Non-Disc.$26.6M
Employees21
Clients0
DateFeb 2023
Total AUM$641.1M
Discretionary$614.6M
Non-Disc.$26.6M
Employees21
Clients0
DateFeb 2022
Total AUM$674.4M
Discretionary$644M
Non-Disc.$30.5M
Employees15
Clients0
DateJan 2022
Total AUM$540.5M
Discretionary$515.3M
Non-Disc.$25.2M
Employees15
Clients0
DateMar 2021
Total AUM$540.5M
Discretionary$515.3M
Non-Disc.$25.2M
Employees15
Clients0
DateMay 2020
Total AUM$455.6M
Discretionary$432M
Non-Disc.$23.7M
Employees10
Clients0
DateMar 2020
Total AUM$455.6M
Discretionary$432M
Non-Disc.$23.7M
Employees10
Clients0
DateMar 2020
Total AUM$455.6M
Discretionary$432M
Non-Disc.$23.7M
Employees10
Clients0
DateJan 2020
Total AUM$344.3M
Discretionary$328.6M
Non-Disc.$15.7M
Employees10
Clients0
DateDec 2019
Total AUM$344.3M
Discretionary$328.6M
Non-Disc.$15.7M
Employees10
Clients0
DateMar 2019
Total AUM$344.3M
Discretionary$328.6M
Non-Disc.$15.7M
Employees10
Clients0
DateJun 2018
Total AUM$365.1M
Discretionary$342.2M
Non-Disc.$22.9M
Employees8
Clients0
DateMar 2018
Total AUM$365.1M
Discretionary$342.2M
Non-Disc.$22.9M
Employees8
Clients0
DateAug 2017
Total AUM$282.3M
Discretionary$272.6M
Non-Disc.$9.7M
Employees7
Clients262
DateAug 2017
Total AUM$282.3M
Discretionary$272.6M
Non-Disc.$9.7M
Employees7
Clients262
DateMar 2017
Total AUM$282.3M
Discretionary$272.6M
Non-Disc.$9.7M
Employees7
Clients262
DateDec 2016
Total AUM$249.8M
Discretionary$240M
Non-Disc.$9.8M
Employees4
Clients0
DateDec 2016
Total AUM$249.8M
Discretionary$240M
Non-Disc.$9.8M
Employees4
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0