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RIA comparison · SEC Form ADV

Advisors Capital Management, LLC vs Soltis Investment Advisors, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Advisors Capital Management, LLC is the larger of the two, with $12B in regulatory assets to $12B at Soltis Investment Advisors, LLC, 1% more than its rival, by their latest Form ADV filings. Advisors Capital Management, LLC reports more individual clients (17,842 vs 5,113), while Soltis Investment Advisors, LLC’s clients hold more on average (about $1.3 million each against $640,000). Advisors Capital Management, LLC is based in Ridgewood, New Jersey and Soltis Investment Advisors, LLC in St. George, Utah.

FigureAdvisors Capital Management, LLCSoltis Investment Advisors, LLC
Regulatory AUM$12B$12B
National rank#78#80
HeadquartersRidgewood, New JerseySt. George, Utah
Individual clients17,8425,113
High-net-worth clients2,8633,207
Average client assets$640,000$1.3 million
Accounts18,1405,414
Discretionary100% of AUM100% of AUM
Employees103121
Advisory staff5763
Clients per advisory employee31381
Offices2420
Form ADV filed2026-09-082026-07-09

Advisors Capital Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Soltis Investment Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Advisors Capital Management, LLC or Soltis Investment Advisors, LLC?

Advisors Capital Management, LLC, with $12B in regulatory assets under management against $12B at Soltis Investment Advisors, LLC. Nationally they rank #78 and #80 among 5,657 independent wealth management RIAs.

How many clients do Advisors Capital Management, LLC and Soltis Investment Advisors, LLC have?

Advisors Capital Management, LLC reports 17,842 individual clients (2,863 high-net-worth) with 57 advisory employees; Soltis Investment Advisors, LLC reports 5,113 (3,207 high-net-worth) with 63 advisory employees.

How do Advisors Capital Management, LLC and Soltis Investment Advisors, LLC charge clients?

Only Advisors Capital Management, LLC lists hourly charges on Form ADV. Only Soltis Investment Advisors, LLC lists performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Advisors Capital Management, LLC and Soltis Investment Advisors, LLC offer?

Soltis Investment Advisors, LLC lists selecting other advisers, which Advisors Capital Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; educational seminars and workshops.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Advisors Capital Management, LLC ↗, Soltis Investment Advisors, LLC ↗. How to check a financial advisor →