Soltis Investment Advisors, LLC

Soltis Investment Advisors, LLC (CRD# 154690) is a financial advisory firm headquartered in Saint George, UT. They manage $5,199,963,238 in 2,624 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,200
    MILLION
  • Total Number of Accounts
    2,624
    ACCOUNTS
  • Average Account Value
    $1,981,693
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, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Soltis Investment Advisors, LLC
Showing 1 - 10 of 34 top financial advisors.
1
Thomas J. Adams
CRD#: 6244337
20 North Main, Suite 400, Saint George, UT 84770

Thomas Adams (CRD# 6244337) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 8 years of experience in the finance industry.

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

Hal Anderson (CRD# 2432623) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 28 years of experience in the finance industry.

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

Kim Anderson (CRD# 1885428) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 24 years of experience in the finance industry.

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

Brett Archibald (CRD# 5872474) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 11 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 13 years of experience in the finance industry.

6
Christie N. Behunin
CRD#: 5396096
20 North Main, Suite 400, Saint George, UT 84770

Christie Behunin (CRD# 5396096) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 14 years of experience in the finance industry.

7
Timothy M. Brann
CRD#: 3121105
20 North Main, Suite 400, Saint George, UT 84770

Timothy Brann (CRD# 3121105) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 23 years of experience in the finance industry.

8
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 42 years of experience in the finance industry.

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

Tyler Finlinson (CRD# 4502449) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 20 years of experience in the finance industry.

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

Tyson Gillies (CRD# 7068017) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 3 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.