Financial advisers in St. George, UT
5 registered investment adviser firms in St. George managing $12.5B in assets, based on public SEC Form ADV filings.
Soltis Investment Advisors, LLC
St. George, UT · Est. 2010
Regional
- AUM
- $12.0B
- Per adviser
- $191M
- Advisers
- 63
No reported disclosures
Statera Wealth Management
St. George, UT · Est. 2025
Local
- AUM
- $185M
- Per adviser
- $46M
- Advisers
- 4
No reported disclosures
Periope, Lc
St. George, UT · Est. 2024
Local
- AUM
- $177M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Your Ia, LLC
St. George, UT · Est. 2025
Regional
- AUM
- $107M
- Per adviser
- $7M
- Advisers
- 15
No reported disclosures
Colab Capital
St. George, UT · Est. 2025
Local
- AUM
- $1M
- Per adviser
- $1M
- Advisers
- 1
No reported disclosures