Top financial advisors in St George, UT
We’ve curated a list of the best financial advisors in St George, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$5,644,684,596
Number of advisors
56 advisors
| $5,644,684,596 | 56 advisors | |
| 2 |
Assets under management
$187,176,273
Number of advisors
4 advisors
| $187,176,273 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in St George, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St George. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Soltis Investment Advisors, LLC
Soltis Investment Advisors, LLC is a SEC registered advisory firm established in 1993, based in St. George, Utah. The firm specializes in providing investment management services to individuals, high net worth individuals, institutions, trusts, endowments, charitable organizations, foundations, and pension plans with a minimum account threshold of $750,000. Soltis offers services such as financial planning, pension/401(k) consulting, and automated portfolio management. The firm's investment strategy is based on Modern Portfolio Theory principles and other methods to maximize risk-adjusted returns. Soltis charges advisory fees based on a percentage of assets under management, with fees ranging from 0.60% to 1.25% annually. The firm may offer performance-based fees to qualified clients. Soltis has not had any material changes to its advisory personnel or business since October 2022. The firm has established policies and procedures to safeguard client information and comply with federal regulations. Soltis does not maintain physical custody of client assets but works with qualified custodians to ensure transparency and security. The firm has a privacy policy in place to protect client information and restrict access to authorized personnel only.
$5,644,684,596 under management
56 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or NewslettersEducational Seminars/workshopsParker Advisory Group, LLC
Parker Advisory Group, LLC is a financial advisory firm based in St. George, Utah. It currently has approximately $187,176,273 of assets under management and employs about 4 people. Parker Advisory Group, LLC uses a fee structure of hourly charges, fixed fees and third party advisory fees.
$187,176,273 under management
4 advisors
Fee structure
Hourly charges
Fixed fees
THIRD PARTY ADVISORY FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersConsulting On Inv. & Non Securities Matters
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in St George, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St George. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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