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 registered investment adviser organized as an LLC and SEC‑registered in 2010. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its service mix includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. Soltis charges a mix of percentage‑of‑AUM fees, fixed fees and performance‑based fees across its client relationships. The firm has received recognition in the trade press, including appearances on Citywire’s 50 Growers Across America lists (2022 and 2025) and AdvisorHub’s 50 RIA Firms to Watch (2026).