Soltis Investment Advisors Named to 2026 TOP Retirement Plan Advisers List by PLANADVISER
Soltis Investment Advisors announced today that it has been named to the 2026 PLANADVISER Top Retirement Plan Advisers list, a recognition that reflects the strength of our Institutional & Retirement team and its standing among the top firms by Total Retirement Plan Assets Under Advisement.
“We are honored to be recognized by PLANADVISER,” said Tyler Finlinson, CIMA®, President at Soltis. “This recognition reflects our commitment to helping retirement plan sponsors navigate fiduciary complexity with confidence and deliver strong outcomes for their participants.”
Soltis provides investment advice and consultation services to retirement plan sponsors, primarily small to medium-sized businesses, with a focus on helping them meet their fiduciary responsibilities and support better participant outcomes. As a fee-only firm, all compensation comes directly from clients. Soltis does not accept commissions or third-party compensation. As a fiduciary, the firm provides advice and investment guidance based solely on each client’s best interests, goals, and objectives. The firm’s mission is to create, build, and manage wealth so clients are free to pursue life’s most important endeavors.
According to PLANADVISER, the Top Retirement Plan Advisers list is based on quantitative measures, including retirement plan assets under advisement and the number of plans advised. Soltis did not pay to receive this recognition.
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ABOUT SOLTIS
Soltis Investment Advisors is a national, fee-only Registered Investment Advisor serving individuals, families, and institutional plan sponsors through a dual-division model that integrates wealth management with retirement plan fiduciary services. Backed by a 30-year history and institutional-grade investment committees, Soltis delivers sophisticated public and private investment solutions with a deeply personal, boutique approach. With $13 billion in assets under management, 10 offices nationwide, and industry-leading client retention, Soltis is recognized as a top Fidelity WAS referral partner and a pioneer of the fee-only fiduciary model. Learn more at soltisadvisors.com. For more information, visit www.soltisadvisors.com.
About PLANADVISER
PLANADVISER is the independent voice providing deep insight into and analysis of the most pressing challenges and opportunities facing advisers and consultants who sell to and support employer-sponsored retirement programs and their participants.
With an eye toward how mergers and acquisitions are remaking the industry, we are a resource for the new generation of retirement plan advisers. We provide objective insight into all aspects of plan and participant service and investments, as well as practice management, including team building, mentorship, community building and DEI.
We identify and supply actionable insight to help advisers with business growth and client service through accurate and objective reporting; proprietary research; and opportunities to connect with and learn from skilled experts and peers at various events.
PLANADVISER Top Retirement Plan Adviser, 2026. Award criteria and methodology available at https://www.planadviser.com/awards/2026-top-retirement-plan-advisers/. Recognition is not indicative of future performance and does not guarantee a certain level of results.