Soltis Investment Advisors, LLC

RIASEC RegisteredEst. 2010

Total AUM

$12B

Discretionary

$12B

100% of AUM

Avg account

$2.2M

Accounts

5,414

Employees

121

Advisory reps

Firm details

Headquarters: St George, Utah
CRD number: 154690
Registered since: September 20, 2010
Website: soltisadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI53.81%
Pension & Profit Sharing Plans39.17%
Individuals3.3%
Charitable Organizations2.38%
Corporations / Businesses1.35%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Soltis Investment Advisors, LLC is an independent, SEC-registered investment adviser that has operated since 2010. The firm acts as a capital allocator for both individual and institutional clients, offering a mix of portfolio management, financial planning, pension consulting and manager selection services, along with educational seminars. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based structures. Soltis does not present itself as an active ESG investor. The firm has received several industry mentions in recent years, including recognition from Citywire (listed among its "50 Growers Across America" in 2022 and again in 2025) and a placement on AdvisorHub’s "50 RIA Firms to Watch" in 2026.