City
Wealth management firms in St. George, Utah
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in St. George, Utah reported $12.7 billion in regulatory assets under management; the largest by assets was Soltis Investment Advisors, LLC, with $12.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $12.7 billion
- Average per firm
- $845.4 million
- SEC-registered, of those listed
- 5 of 15 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Soltis Investment Advisors, LLC | SEC | $12.0 billion | 5,414 |
| 2 | Statera Wealth Management | SEC | $184.7 million | 672 |
| 3 | Periope, LC | SEC | $177.2 million | 725 |
| 4 | Your IA, LLC | SEC | $106.6 million | 272 |
| 5 | Hansen Wealth Management | State | $94.3 million | 12 |
| 6 | Aspen Capital Management LLC | State | $40.8 million | 243 |
| 7 | Nuwealth Advisors, LLC | State | $31.5 million | 268 |
| 8 | Copperlion Investments | State | $3.8 million | 34 |
| 9 | Dance Investment Partners, LLC | State | $3.3 million | 13 |
| 10 | Colab Capital | SEC | $1.4 million | 4 |
| 11 | Managed Wealth Advantage, LLC | State | $0 | 0 |
| 12 | Ridgeview Financial LLC | State | $0 | 0 |
| 13 | Roi Capital Management | State | $0 | 0 |
| 14 | Snow Canyon Financial Planning LLC | State | $0 | 0 |
| 15 | WMX Advisors, LLC DBA Wealth Management Experience | State | $0 | 0 |
Wealth management firms in Utah, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.