DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Isto Advisors, LLC
Latest filing Jul 21, 2026
First filing on the tape Sep 9, 2016 · 31 filings
SEC status approved since Sep 30, 2016
RAUM
$1.1B
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
97%
$1.0B individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$96.8M
derived; firm RAUM over IAPD count
Employees
27
19 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.1B as of Jul 21, 2026
Mar 15, 2017$282M then
HNW client RAUM$977M as of Jul 21, 2026
Mar 22, 2018$289M then
State-registered IARs (5.B.3)11 as of Jul 21, 2026
Mar 15, 20174 then
Employees (5.A)27 as of Jul 21, 2026
Mar 15, 20177 then
Private funds: no history
RAUM +22% over the last fiscal year+18% a year over threeIARs 10 to 11
Practice profile
derived from the filing of Jul 21, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $96.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 33derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.0MderivedHNW RAUM over HNW clients
- Average account
- $420,256derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 2.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 5.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +10%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $61.4M, 109 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$977M92%
- Individuals$50.3M4.7%
- Pension and profit-sharing plans$14.9M1.4%
- Charitable organizations$13.1M1.2%
- Corporations and businesses$9.2M0.9%
- Individual clients
- 114reported
- HNW clients
- 244reported
- Pension plan clients
- 5reported
- Charitable clients
- 41reported
- Accounts
- 2,533reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $61.4M for 109 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Christopher Arthur FisherChartered Financial Analyst | Lake Forest, Il | Sep 30, 2016 | 31 y | 5 |
| Paul Edmund HouseyCertified Financial Planner | Troy, Mi | Sep 30, 2016 | 28 y | 2 |
| Kara Rebecca MitchellCertified Financial Planner | Troy, Mi | Oct 4, 2016 | 14 y | 2 |
| Kathryn Mary GillmanCertified Financial Planner | Troy, Mi | Sep 1, 2017 | 23 y | 0 |
| Joshua David KinneeCertified Financial Planner | Lake Forest, Il | Jan 4, 2019 | 15 y | 2 |
| Michael Anthony VendittelliCertified Financial Planner | Troy, Mi | Jul 20, 2020 | 22 y | 2 |
| Adam John LeggCertified Financial Planner, Chartered Financial Consultant | Troy, Mi | Aug 2, 2022 | 14 y | 0 |
| Jill Jordan WallChartered Financial Analyst | Troy, Mi | Jun 21, 2023 | 32 y | 0 |
| Julia Madelyn MaguranCertified Financial Planner | Troy, Mi | Feb 20, 2024 | 10 y | 1 |
| Makaella CaruthCertified Financial Planner | Troy, Mi | Jul 4, 2024 | 13 y | 0 |
| Tyler David DecosterCertified Financial Planner | Troy, Mi | Apr 27, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jill Kaz to Strategic Wealth PartnersDec 7, 2017 · Other
Joined, latest
- Julia Madelyn Maguran from Plante Moran Financial AdvisorsFeb 20, 2024 · RIA to RIA
- Michael Anthony Vendittelli from J.P. Morgan Securities LLCJul 20, 2020 · Wirehouse to independent RIA
- Joshua David Kinnee from Wealth Enhancement Advisory Services, LLCJan 4, 2019 · Affiliated broker-dealer or bank to independent RIA
- Kara Rebecca Mitchell from Snook Housey Advisors, Inc.Oct 4, 2016 · Other
- Christopher Arthur Fisher from Regal Advisory Services, Inc.Sep 30, 2016 · Other
- Paul Edmund Housey from Snook Housey Advisors, Inc.Sep 30, 2016 · Other
- Jill Kaz from Regal Advisory Services, Inc.Sep 30, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Snook Housey Advisors, Inc.Aug 10, 2017 · Troy, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Arthur Christopher Fisher · Chief Compliance Officercontrolsince 09/2016 · owns less than 5%
- Arthur Christopher Fisher · Ownercontrolsince 07/2004 · owns 75% or more of Fisher Financial Partners, Inc
- Edmund Paul Housey · Ownercontrolsince 07/2012 · owns 75% or more of Flipside Consulting, LLC
- David Tyler Decoster · Membersince 01/2023 · owns less than 5%
- David Joshua Kinnee · Membersince 01/2024 · owns less than 5%
- Rebecca Kara Mitchell · Membersince 01/2023 · owns less than 5%
- Sandra Noworul · Membersince 01/2024 · owns less than 5%
- Jordan Jill Wall · Membersince 01/2023 · owns less than 5%
Entity owners
- Fisher Financial Partners, Inc · Managing Memberdirect · owns 25% to 50%
- Flipside Consulting, LLC · Managing Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Troy, Mi · principal | 11 | 0 | 0 | ||
| Lake Forest, Il | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Lake Forest, IL6 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 21, 2026HOUSEY, PAUL, EDMUND (OWNER) left Schedule A between the filings of 2024-03-27 and 2026-07-21peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 2,548 to 2,533Oct 10, 2025 to Mar 26, 2026
- Advisory employees · 18 to 19Oct 10, 2025 to Mar 26, 2026
- Charity clients · 34 to 41Oct 10, 2025 to Mar 26, 2026
- HNW clients · 219 to 244Oct 10, 2025 to Mar 26, 2026
- Individual clients · 124 to 114Oct 10, 2025 to Mar 26, 2026
- Assets in custody · $110M to $61.4MOct 10, 2025 to Mar 26, 2026
- Employees · 23 to 27Oct 10, 2025 to Mar 26, 2026
- State-registered IARs · 10 to 11Oct 10, 2025 to Mar 26, 2026
- Discretionary RAUM · $834M to $999MOct 10, 2025 to Mar 26, 2026
- HNW RAUM · $786M to $977MOct 10, 2025 to Mar 26, 2026
- Individual RAUM · $60.0M to $50.3MOct 10, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $37.3M to $65.2MOct 10, 2025 to Mar 26, 2026
- Pension RAUM · $13.0M to $14.9MOct 10, 2025 to Mar 26, 2026
- RAUM · $872M to $1.1BOct 10, 2025 to Mar 26, 2026
- Financial planning clients · 251-500 to 251-500Mar 14, 2025 to Jun 27, 2025
- Accounts · 2,383 to 2,548Mar 27, 2024 to Mar 14, 2025
- Advisory employees · 14 to 18Mar 27, 2024 to Mar 14, 2025
- Charity clients · 5 to 34Mar 27, 2024 to Mar 14, 2025
- HNW clients · 207 to 219Mar 27, 2024 to Mar 14, 2025
- Individual clients · 130 to 124Mar 27, 2024 to Mar 14, 2025
- Pension plan clients · unset to 5.0Mar 27, 2024 to Mar 14, 2025
- Assets in custody · $105M to $110MMar 27, 2024 to Mar 14, 2025
- Employees · 21 to 23Mar 27, 2024 to Mar 14, 2025
- State-registered IARs · 8 to 10Mar 27, 2024 to Mar 14, 2025
- Discretionary RAUM · $733M to $834MMar 27, 2024 to Mar 14, 2025
- HNW RAUM · $688M to $786MMar 27, 2024 to Mar 14, 2025
- Individual RAUM · $58.7M to $60.0MMar 27, 2024 to Mar 14, 2025
- Non-discretionary RAUM · $32.6M to $37.3MMar 27, 2024 to Mar 14, 2025
- Pension RAUM · $7.7M to $13.0MMar 27, 2024 to Mar 14, 2025
- RAUM · $766M to $872MMar 27, 2024 to Mar 14, 2025
- Accounts · 2,283 to 2,383Oct 23, 2023 to Mar 27, 2024
- Advisory employees · 13 to 14Oct 23, 2023 to Mar 27, 2024
- Charity clients · unset to 5.0Oct 23, 2023 to Mar 27, 2024
- HNW clients · 213 to 207Oct 23, 2023 to Mar 27, 2024
- Individual clients · 107 to 130Oct 23, 2023 to Mar 27, 2024
- Assets in custody · $89.3M to $105MOct 23, 2023 to Mar 27, 2024
- State-registered IARs · 7 to 8Oct 23, 2023 to Mar 27, 2024
- Discretionary RAUM · $615M to $733MOct 23, 2023 to Mar 27, 2024
- HNW RAUM · $585M to $688MOct 23, 2023 to Mar 27, 2024
- Individual RAUM · $41.8M to $58.7MOct 23, 2023 to Mar 27, 2024
Signals
2 dated events
- Isto Advisors, Llc reported RAUM $455.6M, up 32% from $344.3M (2020-01-03 to 2020-03-10)Mar 10, 2020 · RAUM change · derived
- Bridge Tower, Llc filed its initial SEC registration (Form ADV)Sep 9, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 248-458-1100reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-458-6700reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 847-582-9186reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/isto-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ISTOADVISORS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-458-1100reportedpublic record, Form ADV, Jul 21, 2026
- Contact form
- istoadvisors.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- istoadvisors.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $96.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026