A complete list of active advisors currently associated with Soltis Investment Advisors, LLC
Warmer can help you find a great advisor at Soltis Investment Advisors, LLC or one who fits your needs even better.
Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a mix of individual clients (including high-net-worth individuals), institutions, trusts, endowments and retirement plans. The firm reports managing roughly $13 billion in client assets and delivers services that include Investment Policy Statements, portfolio implementation, and sub-advisory relationships as appropriate. The firm’s investment process is built on Modern Portfolio Theory combined with both quantitative screening and qualitative manager due diligence; selections can include ETFs, individual equities, fixed income, structured notes, private placements and other alternative investments. Soltis conducts regular portfolio reviews and reporting, uses Collective Investment Trusts for discretionary retirement-plan management, and may offer performance-based fees to Qualified Clients. Soltis highlights ongoing client communications — quarterly performance reviews, market commentary, client conferences and periodic newsletters — a communications program that is relatively uncommon among large enterprise firms. The brochure also discloses several structural features that distinguish the firm: an affiliated tax-services entity (Soltis Tax Solutions), limited 3(16) plan-administration services for retirement plans, and participation in referral and custodian programs (including Fidelity WAS and Schwab arrangements) with associated referral/endorser agreements described in its disclosures.
To learn more about the advisors currently working at Soltis Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")