Soltis Investment Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Soltis Investment Advisors's estimated annual revenue is currently $20.2M per year.
- Soltis Investment Advisors's estimated revenue per employee is $186,667
Employee Data
- Soltis Investment Advisors has 108 Employees.
- Soltis Investment Advisors grew their employee count by 30% last year.
Soltis Investment Advisors's People
Name | Title | Email/Phone |
---|---|---|
1 | Chief Marketing Officer | Reveal Email/Phone |
2 | Chief Financial Officer, CCO | Reveal Email/Phone |
3 | SVP Retirement Plan Services | Reveal Email/Phone |
4 | Partner, VP Wealth Management | Reveal Email/Phone |
5 | Partner, Director Business Development, Senior Advisor | Reveal Email/Phone |
6 | Partner, Midwest Regional Director | Reveal Email/Phone |
7 | Director Operations | Reveal Email/Phone |
8 | Director Investment Research | Reveal Email/Phone |
9 | Director Alternative Investment Research | Reveal Email/Phone |
10 | Director Customer Care | Reveal Email/Phone |
Soltis Investment Advisors Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $107.4M | 409 | 8% | N/A | N/A |
#2 | $44.4M | 192 | 4% | N/A | N/A |
#3 | $2.3M | 18 | -40% | N/A | N/A |
#4 | $156.8M | 588 | 25% | N/A | N/A |
#5 | $79.3M | 302 | 57% | N/A | N/A |
#6 | $6.4M | 38 | 36% | N/A | N/A |
#7 | $20.2M | 108 | 30% | N/A | N/A |
#8 | $5.9M | 35 | 0% | N/A | N/A |
#9 | $5.7M | 34 | 10% | N/A | N/A |
#10 | $361.9M | 1231 | -2% | N/A | N/A |
What Is Soltis Investment Advisors?
Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer 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. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.
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Total Funding
108
Number of Employees
$20.2M
Revenue (est)
30%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $26.6M | 117 | 0% | N/A |
#2 | $26.1M | 158 | 6% | N/A |
#3 | $78.3M | 217 | 6% | N/A |
#4 | $93.9M | 225 | -5% | N/A |
#5 | $15M | 294 | 6% | N/A |