Best Financial Advisors in ST. GEORGE, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ST. GEORGE
SOLTIS INVESTMENT ADVISORS, LLC
ST. GEORGE, UT · Since 2010
PERIOPE, LC
ST. GEORGE, UT · Since 2024
STATERA WEALTH MANAGEMENT
ST. GEORGE, UT · Since 2025
YOUR IA, LLC
ST. GEORGE, UT · Since 2025
COLAB CAPITAL
ST. GEORGE, UT · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.