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Top 4 financial advisor firms in St. George

4 SEC-registered financial advisor firms are headquartered in St. George, UT, with $12.5B in combined regulatory assets under management. The largest by assets are Soltis Investment Advisors ($12B), Reach Wealth Management ($185M) and Periope, LC ($177M).

4
Financial advisor firms
$12.5B
Their combined AUM
$181M
Median firm AUM
6,462
Clients of the top 4

The 4 largest by assets

  1. 1
    Soltis Investment Advisors

    RIA

    $12B

  2. 2
    Reach Wealth Management

    RIA

    $185M

  3. 3
    Periope, LC

    RIA

    $177M

  4. 4
    Your Ia

    RIA

    $107M

Profiles of the top 4

No. 1 · RIA

Soltis Investment Advisors

Soltis Investment Advisors is an investment adviser based in St. George, UT, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $12 billion, as filed on 9 July 2026.

Soltis Investment Advisors charges 0.80%–1.25% a year for its Investment Advisory Fees.

Regulatory AUM
$12B
Clients
5,414
Advisory staff
63
Fee schedule
0.80% to 1.25% a year
Minimum account
$750,000
Custodians
Fidelity, Charles Schwab
Headquarters
20 North Main St, Suite 400, St. George, UT 84770
Phone
435-674-1600
Website
soltisadvisors.com

No. 2 · RIA

Reach Wealth Management

Reach Wealth Management is an investment adviser based in St. George, UT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $185 million, as filed on 5 May 2026.

Reach Wealth Management charges 0.50%–1.65% a year for its Asset Management.

Regulatory AUM
$185M
Clients
230
Advisory staff
4
Fee schedule
0.50% to 1.65% a year
Custodians
Charles Schwab
Headquarters
912 W. 1600 S., St. B201, St. George, UT 84770
Phone
435-673-6350
Website
staterawealth.com

No. 3 · RIA

Periope, LC

Periope, LC is an investment adviser based in St. George, UT, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $177 million, as filed on 27 February 2026.

Periope, LC charges 0.25%–1.00% a year for its Portfolio Management Services.

Regulatory AUM
$177M
Clients
628
Advisory staff
3
Fee schedule
0.25% to 1.00% a year
Custodians
SEI Investments
Headquarters
162 North 400 East, BLDG. A, Suite 201, St. George, UT 84770
Phone
435-634-9008
Website
periope.com

No. 4 · RIA

Your Ia

Your Ia is an investment adviser based in St. George, UT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $107 million, as filed on 11 August 2026.

Your Ia charges up to 1.20% a year for its IAR Fee.

Regulatory AUM
$107M
Clients
190
Advisory staff
15
Fee schedule
Up to 1.20% a year
Custodians
Charles Schwab
Headquarters
620 South 400 East, St. George, UT 84770
Phone
800-823-0489
Website
youria.com

Questions about financial advisors in St. George

How many financial advisor firms are headquartered in St. George?

4 SEC-registered financial advisor firms report their principal office in St. George, UT, managing $12.5B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in St. George?

Soltis Investment Advisors, with $12B in regulatory assets under management on its latest Form ADV. The next largest are Reach Wealth Management ($185M) and Periope, LC ($177M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in St. George?

The median firm manages $181M in regulatory assets. That is the midpoint of the 4 firms headquartered in St. George.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in St. George charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.65% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in St. George?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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