Soltis Investment Advisors Ranked No. 1 Top Utah-Based Financial Advisor by Utah Business

St. George, Utah, June 5, 2026 – Soltis Investment Advisors has been ranked No. 1 on the Utah Business 2026 Book of Lists Top Utah-Based Financial Advisors by assets managed. The publication listed Soltis with $8.352 billion in assets managed, 36 advisors, and a founding year of 1993.

The annual Book of Lists is a trusted resource for Utah companies and professionals, featuring top businesses across industries and ranking them using industry-specific measures. Utah Business notes that listings are vetted and updated annually with direct input from the businesses themselves, helping readers connect with accurate company information and leadership contacts.

For Soltis, the recognition reflects more than scale. It points to the firm’s long-standing role as a Utah-founded advisory firm serving individuals, families, and retirement plan sponsors through a fee-only fiduciary model. The 2026 Book of Lists also includes Soltis among Utah’s Registered Investment Advisors, noting its services in wealth management, investment management, retirement planning, and financial planning.

Founded in 1993, Soltis has grown from its St. George roots into a national Registered Investment Advisor while maintaining a deeply personal, boutique service model. The firm combines institutional-quality investment expertise with personalized planning, providing clients with a team-based experience that includes advisors, planners, analysts, and investment professionals.

That team-based structure is especially important as clients face increasingly complex financial decisions around retirement, tax planning, estate planning, concentrated equity positions, cash flow, and investment strategy. Soltis’s approach is designed to help clients move forward with clarity and confidence, supported by fiduciary guidance and investment oversight from dedicated public and private investment committees.

The recognition also highlights Soltis’s dual focus across wealth management and institutional retirement plan services. Through this model, the firm serves private clients while also helping plan sponsors navigate fiduciary responsibilities, investment menu construction, participant education, and plan governance.

Disclosure: Inclusion in Utah Business magazine’s Book of Lists does not constitute an endorsement, recommendation, or guarantee of the firm’s services or performance. The list is based on information obtained from public sources, company representatives, and other third parties, and may not include all qualified advisers. Soltis paid for advertising placement in this publication but no compensation was provided by the firm in exchange for this ranking. Criteria and methodology are determined by Utah Business.

As a fee-only fiduciary, Soltis does not accept commissions or third-party compensation. The firm’s mission is to create, build, and manage wealth so clients are free to pursue life’s most important endeavors.