Soltis Investment Advisors, LLC

Soltis Investment Advisors, LLC (CRD# 154690) is a financial advisory firm headquartered in St. George, UT. They manage $1,861,441,808 in 1,541 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,861
    MILLION
  • Total Number of Accounts
    1,541
    ACCOUNTS
  • Average Account Value
    $1,207,944
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, ID, IL, MA, MI, MN, NC, NM, NV, NY, OR, TX, UT, VA, WA

Financial Advisors at Soltis Investment Advisors, LLC
Showing 1 - 10 of 28 top financial advisors.
1
Thomas J. Adams
CRD#: 6244337
20 North Main, Suite 400, St. George, UT 84770

Thomas Adams (CRD# 6244337) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in St. George, UT and has over 7 years of experience in the finance industry.

2
Hal G. Anderson
CRD#: 2432623
20 North Main, Suite 400, St. George, UT 84770

Hal Anderson (CRD# 2432623) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in St. George, UT and has over 26 years of experience in the finance industry.

3
Kim D. Anderson
CRD#: 1885428
20 North Main, Suite 400, St. George, UT 84770

Kim Anderson (CRD# 1885428) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in St. George, UT and has over 22 years of experience in the finance industry.

4
Brett J. Archibald
CRD#: 5872474
20 North Main, Suite 400, St. George, UT 84770

Brett Archibald (CRD# 5872474) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in St. George, UT and has over 9 years of experience in the finance industry.

5
Cabe K. Atkinson
CRD#: 5628288
915 South 500 East Ste 110, American Fork, UT 84003

Cabe Atkinson (CRD# 5628288) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in American Fork, UT and has over 11 years of experience in the finance industry.

6
Timothy M. Brann
CRD#: 3121105
222 S Main Ste 1776, Salt Lake City, UT 84101

Timothy Brann (CRD# 3121105) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Salt Lake City, UT and has over 22 years of experience in the finance industry.

7
Wayne F. Demeester
CRD#: 870494
Sammamish, WA

Wayne Demeester (CRD# 870494) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Sammamish, WA and has over 40 years of experience in the finance industry.

8
Michael D. Espinosa
CRD#: 6558518
222 S Main Ste 1776, Salt Lake City, UT 84101

Michael Espinosa (CRD# 6558518) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Salt Lake City, UT and has over 5 years of experience in the finance industry. Michael Espinosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Tyler J. Finlinson
CRD#: 4502449
20 North Main, Suite 400, St. George, UT 84770

Tyler Finlinson (CRD# 4502449) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in St. George, UT and has over 18 years of experience in the finance industry.

10
Tyson R. Gillies
CRD#: 7068017
20 North Main, Suite 400, St. George, UT 84770

Tyson Gillies (CRD# 7068017) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in St. George, UT and has 1 year of experience in the finance industry.

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