Best Financial Advisors in ST. GEORGE, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$177M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in ST. GEORGE
#1
100
PERIOPE, LC
ST. GEORGE, UT · Since 2024
$177M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
SOLTIS INVESTMENT ADVISORS, LLC
ST. GEORGE, UT · Since 2010
$12.0B AUM63 clientsFee: 0%
FiduciaryFee-Only
#3
100
STATERA WEALTH MANAGEMENT
ST. GEORGE, UT · Since 2025
$185M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100
COLAB CAPITAL
ST. GEORGE, UT · Since 2025
$1M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
100
YOUR IA, LLC
ST. GEORGE, UT · Since 2025
$107M AUM15 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ST. GEORGE?
The median advisory fee in ST. GEORGE, UT is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.