Soltis advisors named in 3 national listings: Top investment, retirement, financial advisors

 ST. GEORGE — Soltis Investment Advisors has been named by Financial Times  in its national 2015 Top 300 Registered Investment Advisor list, the only Utah company on the listing in which the average company listed manages over $2 billion in assets. 

The listing follows recognition the company’s advisors received in February and May when it was listed among the nation’s top financial advisors and retirement advisors by Financial Times and Barron’s, respectively.

Top 300 Registered Investment Advisors

Financial Times sent applications to companies throughout the country managing a minimum of $300 million in assets, a release issued by Soltis said. To be selected, companies not only had to meet the minimum qualification, but no more than 75 percent of their total assets could be considered institutional. 

“It’s an honor to have been selected,” Soltis CEO Hal Anderson said. “The team here at Soltis hold ourselves to the utmost standards in fiduciary investing when dealing with the management of our clients’ assets.”

Financial Times graded the selected financial advising companies on six factors and calculated a numeric score for each adviser at the firms, according to the Soltis release. These factors include growth of assets under management, years the firm has been in existence, industry certifications of staff, U.S. Securities and Exchange Commission compliance record and online accessibility.

“We’re very excited to be represented on this list alongside the elite financial advisers in the nation,” Soltis CFO Tyler Wilkinson said. “We hope this recognition reinforces the values we hold as a company in the minds of our clients.”

Top Retirement and Financial Advisors

Soltis national recognition this year goes beyond the Financial Times Registered Investment Adviser listing.

As a side note, we also were just recently ranked by the Financial Times as … one of the top Retirement Plan Consultants in the country,” Soltis partner and Senior Advisor Tyler Finlinson said, “as well as Barron’s this year ranked us on their ‘Top Advisors’ by state list.”

Soltis Advisor Kim Anderson of St. George ranked No. 1 of 6 Utah advisors that made Financial Times May 2015 Top 401 Retirement Advisers nationally. The other five are based out of Sandy, Salt Lake City and Lehi.

Soltis Advisor Hal Anderson of St. George ranked No. 6 of 6 Utah advisors that made Barron’s national Top 1,200 Financial Advisors released in February. Merrill Lynch advisor R. Scott Runia of Provo ranked No. 1.

About Soltis Investment Advisors

Soltis Investment Advisors LLC is a fee-only registered investment advisory firm located in St. George and Salt Lake City with over $1.5 billion in assets under management or assets under advisement, according to its release. Soltis provides wealth management and comprehensive financial planning services to individuals and families.

In addition, the company offers investment advice and plan consultation to retirement plans for successful small- to medium-sized businesses. These services are provided independent of any third party relationship. The advisors’ independence empowers them to recommend investment options driven solely by the best interests of their clients and leads to a level of accountability and responsibility that ranks among the highest in their industry.

Soltis describes its mission as creating, building and managing wealth so clients are free to pursue life’s most important endeavors. Get more information on their website.

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Copyright St. George News, LLC, 2015, all rights reserved.


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