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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in St. George, UT

Every SEC-registered investment adviser representative at a firm office in St. George, with the firms that employ the most of them.

The short answer

106 registered advisors work in St. George; the most are at Soltis Investment Advisors, LLC (44). 12 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in St. George

FirmAdvisors in St. George
Soltis Investment Advisors, LLC44
Your Ia, LLC13
Raymond James Financial Services Advisors, Inc. news8
LPL Financial LLC news4
Statera Wealth Management4
Charles Schwab & Co., Inc. news3
Periope, Lc3
Encompass More Asset Management LLC2
Ep Wealth Advisors2
Aegis Wealth Management, Inc.1
Ausdal Financial Partners, Inc.1
B.O.S.s. Retirement Advisors, LLC1
Brookstone Wealth Advisors, LLC1
Copperlion Investments1
Dance Investment Partners, LLC1
Foundations Investment Advisors LLC1
Gibbs Wealth Management, LLC1
Gwn Securities Inc.1
Heaton Financial, PC1
Hirschi Hart Management LLC1
Independent Financial Group, LLC1
Nuwealth Advisors, LLC1
Rfg Advisory, LLC1
Ridgeview Financial LLC1
Roi Capital Management1

Advisors in St. George, A to Z

CFP advisors in St. George →

Other cities in Utah

All of Utah →

Salt Lake City 1,587South Jordan 344Sandy 309Lehi 235Draper 156Provo 145Cottonwood Heights 131Orem 124Bountiful 109Holladay 109Park City 91Ogden 84Logan 70Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

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

106 investment adviser representatives are registered at firm offices in St. George, Utah, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in St. George?

Soltis Investment Advisors, LLC, with 44 registered advisors in St. George, followed by Your Ia, LLC with 13.

How do I check a financial advisor in St. George?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.