Soltis Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. George, UT.
Assets Under Management
$12.0B
Employees
121
Offices
13 offices
Total Clients
5,414
Primary office
ST. GEORGE, UT
20 NORTH MAIN ST, SUITE 400, ST. GEORGE, UT, United States
Top client segmentHNWI represent 59.2% of total clients.
Top client categories% of clientsClients
1
HNWI
59.2%
3,207
2
Individuals
35.2%
1,906
3
Pension Plans
4.5%
243
4
Corporations
0.7%
38
5
Charitable
0.4%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.0Bas of March 30, 2026
Discretionary100.0%
$12.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$12.0B
Total Accounts5,414
10Y AUM Change+$10.6B (+762.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees121
Clients per Employee45:1
10Y Employee Change+97 (+404.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.