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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Soltis Investment Advisors, LLC vs Hub Investment Partners, 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 is the larger of the two, with $12B in regulatory assets to $12B at Hub Investment Partners, LLC, 1% more than its rival, by their latest Form ADV filings. Hub Investment Partners, LLC reports more individual clients (5,446 vs 5,113), while Soltis Investment Advisors, LLC’s clients hold more on average (about $1.3 million each against $1.3 million). Soltis Investment Advisors, LLC is based in St. George, Utah and Hub Investment Partners, LLC in Austin, Texas.

FigureSoltis Investment Advisors, LLCHub Investment Partners, LLC
Regulatory AUM$12B$12B
National rank#80#82
HeadquartersSt. George, UtahAustin, Texas
Individual clients5,1135,446
High-net-worth clients3,2071,002
Average client assets$1.3 million$1.3 million
Accounts5,41415,595
Discretionary100% of AUM83% of AUM
Employees121172
Advisory staff63103
Clients per advisory employee8153
Offices2029
Form ADV filed2026-07-092026-09-14

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

Hub Investment Partners, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

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

Questions

Which is bigger, Soltis Investment Advisors, LLC or Hub Investment Partners, LLC?

Soltis Investment Advisors, LLC, with $12B in regulatory assets under management against $12B at Hub Investment Partners, LLC. Nationally they rank #80 and #82 among 5,657 independent wealth management RIAs.

How many clients do Soltis Investment Advisors, LLC and Hub Investment Partners, LLC have?

Soltis Investment Advisors, LLC reports 5,113 individual clients (3,207 high-net-worth) with 63 advisory employees; Hub Investment Partners, LLC reports 5,446 (1,002 high-net-worth) with 103 advisory employees.

How do Soltis Investment Advisors, LLC and Hub Investment Partners, LLC charge clients?

Only Soltis Investment Advisors, LLC lists performance-based fees on Form ADV. Only Hub Investment Partners, 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 Hub Investment Partners, LLC offer?

Hub Investment Partners, LLC lists portfolio management for pooled investment vehicles; other services, which Soltis Investment Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; 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 ↗, Hub Investment Partners, LLC ↗. How to check a financial advisor →