Soltis Investment Advisors Named to Citywire’s 2025 List of 50 Growers Across America

August 11, 2025

Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser (“RIA”) with more than $11 billion of client assets, has been named to Citywire’s List of 50 Fastest-Growing Registered Investment Advisors in the U.S.

Following investment from Estancia Capital Partners and LLR Partners in 2024, Soltis is looking to expand as a platform for RIA acquisitions and advisory team tuck-ins. In April 2025, it brought on Jeffrey Harris, a former dealmaking executive with Carson Group, as its head of M&A and Partnerships. In August 2025, Soltis announced the addition of High End Financial led by Jay Wells.

To read the full Citywire feature, visit here.

According to Citywire’s Ian Wenik, the list includes data from FINTRX, which compiles Form ADV filings serving as the foundation for this report. Using FINTRX data, firms are evaluated based on year-over-year AUM growth, percentage of AUM growth and employee headcount growth. These three metrics are combined into a proprietary composite score referred to as the “growth factor.” Firms are then ranked within their respective states based solely on this score. Firms do not apply for inclusion, and there is no submission process or subjective selection. Inclusion is not an endorsement, but a reflection of relative growth based on publicly available data. For more on the list methodology, visit here.