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 | |||
| 2 | Assets under management $187,176,273 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in St George, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Parker 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 Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Consulting 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.
Get matched with an advisorMethodology
To find the top financial advisors in St George, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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