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Soltis Investment Advisors
Soltis Investment Advisors is an SEC-registered investment adviser in St. George, UT, registered since 2010. The firm manages approximately $12.0 billion in...
Soltis Investment Advisors
Soltis Investment Advisors is an SEC-registered investment adviser in St. George, UT, registered since 2010. The firm manages approximately $12.0 billion in assets. It has 121 employees and 63 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
Location
Region
North America
Country
United States
City
St. George
Corporate office
St. George, UT, United States
Frequently asked questions
What is the competitive advantage of a regional RIA like Soltis?
Regional RIAs like Soltis compete on proximity, community reputation, and personalized service rather than national brand recognition or proprietary product suites. In a high-growth but underserved market like St. George, a locally entrenched advisor can build durable client relationships that larger wirehouses and robo-advisors struggle to replicate without a physical presence and deep community ties.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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