ST. GEORGE, Utah, April 21, 2016 /PRNewswire/ -- Soltis Investment Advisors has been named among the 2016 Top 1000 Financial Advisory firms by Barron's. It is the only independent Registered Investment Advisor included among the five Utah firms on the list. Soltis provides advisory services on more than $1.5 billion for individual and institutional clients.
"We are honored to be included on the 2016 list," said President and CEO Hal Anderson. "As independent, fee only advisors, we are proud to serve as fiduciaries for our individual clients, as well as for the businesses for whom we provide 401(k) services, in St. George, Salt Lake City and along the Wasatch Range."
In addition to providing comprehensive financial planning and investment management services to individuals and families, Soltis offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). As a fee-only firm, all compensation comes directly from clients; no commissions or third-party compensation is ever accepted. As a fiduciary, the firm offers financial advice and investment options driven solely by the 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.
Barron's rankings are based on the following factors: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in St. George, Utah. With over $1.5 billion in combined assets under management/assets under advisement, Soltis is one of the largest independently owned and operated wealth management firms in Utah. Soltis has been recognized by several financial publications as being among the top advisory firms in various categories. At Soltis, the mission is to create, build, and manage wealth so clients are free to pursue life's most important endeavors. For more information, visit www.soltisadvisors.com.
SOURCE Soltis Investment Advisors