RIA · Independent channel
Soltis
Soltis Investment Advisors
Includes the history of Artifex (acquired June 2026)
St. George, Utah wealth manager with about $14 billion in assets (SEC CRD 154690).
- Website
- soltisadvisors.com
- Regulator record
- SOLTIS INVESTMENT ADVISORS, LLC (SEC)
Recorded arrivals
1
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$325M
Reported practice assets · 1 of 1 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
01
1
Arrivals 1
Teams joining Soltis in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Jun 5 | Acquisition | Artifex Financial GroupDayton, OH | ArtifexRIAacquired by Soltis, Jun 2026 | $325M | Wealth Management |
Departures 0
Teams leaving Soltis in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.