Adviser Record

Investment advisers in St. George, UT

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in UT

FirmAssetsEmployeesDisclosures
Soltis Investment Advisors, LLC$12.04 billion1210
Statera Wealth Management$184.7 million80
Periope, Lc$177.2 million30
Your Ia, LLC$106.6 million190
Colab Capital$1.4 million20