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RIA comparison · SEC Form ADV

Soltis Investment Advisors, LLC vs Forvis Mazars Wealth Advisors, LLC

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

The short answer

Soltis Investment Advisors, LLC and Forvis Mazars Wealth Advisors, LLC are almost exactly the same size, with $12B and $12B in regulatory assets (Soltis Investment Advisors, LLC slightly ahead), by their latest Form ADV filings. Soltis Investment Advisors, LLC reports more individual clients (5,113 vs 4,329), while Forvis Mazars Wealth Advisors, LLC’s clients hold more on average (about $2.5 million each against $1.3 million). Soltis Investment Advisors, LLC is based in St. George, Utah and Forvis Mazars Wealth Advisors, LLC in Springfield, Missouri.

FigureSoltis Investment Advisors, LLCForvis Mazars Wealth Advisors, LLC
Regulatory AUM$12B$12B
National rank#80#81
HeadquartersSt. George, UtahSpringfield, Missouri
Individual clients5,1134,329
High-net-worth clients3,2071,898
Average client assets$1.3 million$2.5 million
Accounts5,41414,044
Discretionary100% of AUM98% of AUM
Employees121124
Advisory staff6382
Clients per advisory employee8153
Offices2066
Form ADV filed2026-07-092026-08-25

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

Forvis Mazars Wealth Advisors, LLC

Full profile →

Services

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

How it’s paid

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

Questions

Which is bigger, Soltis Investment Advisors, LLC or Forvis Mazars Wealth Advisors, LLC?

Soltis Investment Advisors, LLC, with $12B in regulatory assets under management against $12B at Forvis Mazars Wealth Advisors, LLC. Nationally they rank #80 and #81 among 5,657 independent wealth management RIAs.

How many clients do Soltis Investment Advisors, LLC and Forvis Mazars Wealth Advisors, LLC have?

Soltis Investment Advisors, LLC reports 5,113 individual clients (3,207 high-net-worth) with 63 advisory employees; Forvis Mazars Wealth Advisors, LLC reports 4,329 (1,898 high-net-worth) with 82 advisory employees.

How do Soltis Investment Advisors, LLC and Forvis Mazars Wealth Advisors, LLC charge clients?

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

What services do Soltis Investment Advisors, LLC and Forvis Mazars Wealth Advisors, LLC offer?

Soltis Investment Advisors, LLC lists portfolio management for businesses and institutions, which Forvis Mazars Wealth Advisors, LLC does not. Forvis Mazars Wealth Advisors, LLC lists periodicals or newsletters, which Soltis Investment Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; pension consulting; selecting other advisers; 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: Soltis Investment Advisors, LLC ↗, Forvis Mazars Wealth Advisors, LLC ↗. How to check a financial advisor →