How many financial advisors are in St.. George, Utah?

Falists lists 8 registered investment advisers with a principal office or filing address in St.. George, Utah, based on public SEC IAPD data.

How do financial advisors in St.. George charge fees?

Fee structures vary by firm. In St.. George, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for St.. George?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Utah · 8 advisers

Financial Advisors in St.. George, Utah

Looking for a financial advisor in St.. George, Utah? Falists indexes 8 SEC-registered and state-registered investment advisers in St.. George — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $12.04B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$12.04B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning6 Trusts5 Retirement2 Institutional2

Top advisors in St.. George

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

SOLTIS INVESTMENT ADVISORS, LLC

St.. George, UT

AUM

$12.04B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

63 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

435-674-1600

Full profile Visit site →

STATERA WEALTH MANAGEMENT

St.. George, UT

AUM

$184.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

Fees

Percentage of AUM; Hourly charges

435-673-6350

Full profile Visit site →

PERIOPE, LC

St.. George, UT

AUM

$177.2M

Wealth MgmtTrusts & Estates

Team

3 advisors

Clients

Fees

Percentage of AUM

435-634-9008

Full profile Visit site →

YOUR IA, LLC

St.. George, UT

AUM

$106.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

15 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

800-823-0489

Full profile Visit site →

COLAB CAPITAL

St.. George, UT

AUM

$1.4M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

415-317-5100

Full profile Visit site →

ROI CAPITAL MANAGEMENT

St.. George, UT

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

435-652-0600

Full profile Visit site →

SURGE CAPITAL LLC

St.. George, UT

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

480-848-0973

Full profile Visit site →

NUWEALTH ADVISORS, LLC

St.. George, UT

AUM

$31.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Hourly charges; THIRD PARTY ADVISORY FEES

435-215-4806

Full profileNo website

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Common questions

How many financial advisors are in St.. George, Utah?: 8 registered investment advisers are listed in our St.. George directory, sourced from public SEC filings.
What types of advisors are in St.. George?: 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 St.. George?: 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.