Utah · 3 advisers
Financial Advisors in Cedar City, Utah
Looking for a financial advisor in Cedar City, Utah? Falists indexes 3 SEC-registered and state-registered investment advisers in Cedar City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $140.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$140.0M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Cedar City
Ranked by AUM · Fees, team & specialties at a glance
LARSON WILLIAMS WEALTH ADVISORS, LLC
Cedar City, UT
AUM
$140.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
435-867-5685
HEATON FINANCIAL, PC
Cedar City, UT
AUM
$128.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
435-865-9991
HA WEALTH ADVISORS INC.
Cedar City, UT
AUM
$85.0M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
435-867-1111
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Common questions
- How many financial advisors are in Cedar City, Utah?
- 3 registered investment advisers are listed in our Cedar City directory, sourced from public SEC filings.
- What types of advisors are in Cedar City?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Cedar City?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.