Soltis Investment Advisors Recognized by the Financial Times as a Leading Firm in Retirement Plan Consulting

Soltis has been ranked as one of leading Retirement Plan Consults by the NY Financial Times. Soltis’ ranking was influenced by the Financial Times analysis of the amount of assets under management, revenue produced in the firm, quality of practice and other factors.

“We feel honored to be recognized at the national level for the type of work we do for our retirement plan sponsors and participants”, said Kim Anderson, VP of Soltis’ Retirement Plan Services.  “This mention represents the commitment the entire Soltis team has for taking care of our clients. “

Each year the Financial Times to help shine light on America’s best advisors engaging with retirement plans and employees.  This ranking highlights the top 401k advisors throughout the country that have developed expertise in this arena.   

Other considered factors include a regulatory record and specific areas of expertise. However, investment performance isn’t an explicit component because not all advisors have audited results, and because performance figures within retirement plans are largely directed by participants.

Independently Certified

Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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National Recognition

See our ranking in Barron's List of America's Best Financial Advisors.

Soltis Investment Advisors
Soltis Investment Advisors

Financial Times Top 300 Registered Investment Advisors

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Soltis Investment Advisors