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Soltis Investment Advisors, LLC

St. George, UT
Website:
https://soltisadvisors.com/
St. George, UT
Website:
https://soltisadvisors.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$12,000,000,000
Fee model
Fee Only Strict
Number of employees
107
Custodians

Fidelity

Schwab

Description

Founded in 1993 as Smith Henderson & Associates, Soltis Investment Advisors has grown into a national, fee-only fiduciary advisory firm grounded in a commitment to act solely in the best interests of its clients. By eliminating common industry conflicts—such as brokerage commissions and proprietary product fees—Soltis focuses on delivering advice aligned with each client’s unique goals. The firm’s proprietary investment process is designed to support objective, client-centric recommendations. In 1998, Soltis expanded into institutional advisory services, establishing a retirement plan division to serve plan sponsors and participants. Over the years, the firm has earned industry recognition, CEFEX certification, and became a top partner in Fidelity’s Referral Program. Backed by growth capital from LLR Partners and Estancia Capital Partners in 2024, Soltis continues to scale its ~$12 billion advisory platform through organic growth and strategic acquisitions, guided by a strengthened leadership team and long-standing fiduciary principles.

Locations

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Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Tax Planning
Executive Compensation Planning
Corporate Trustee Services

Recent News

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Acquisitions

Number of Acqusitions

Success

General Overview of Client Experience

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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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AUM Growth

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Technology

Overview

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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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N/a
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Acquisition Model

Acquisition Type
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Earnout Availability
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Max Cash
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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video Overview
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Data Room

Investment Management
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Match confidence
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Soltis Investment Advisors, LLC's Ideal Partner

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Fee Only Strict
Fidelity
Schwab
Full Acquisition
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Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Tax Planning
Executive Compensation Planning
Corporate Trustee Services