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Find Retirement Advisors for Retirement Planning in Utah, Saint George

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 15 Retirement Planning firms in Saint George, Utah (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

111 E. Sego Lily Drive, #400
Sandy, UT, 84070
$47,001,314,0001322300
A percentage of AUM, Performance Based
2

505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
$26,663,066,90723790
A percentage of AUM, Performance Based
3

5314 River Run Drive, Suite 210
Provo, UT, 84604
$8,777,551,7353353917
A percentage of AUM, Fixed fees
4

20 North Main, Suite 400
St. George, UT, 84770
$6,821,969,061388472
A percentage of AUM, Fixed fees, Performance Based
5

2795 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121
$6,672,033,386196324
A percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
6

136 S Main St, Ste 720
Salt Lake City, UT, 84101
$6,316,870,9741853
A percentage of AUM, Performance Based
7

111 South Main Street, Suite 2350
Salt Lake City, UT, 84111-1929
$4,862,981,88359049
A percentage of AUM, Fixed fees, Performance Based
8

40 N 100 E,
Farmington, UT, 84025
$3,812,690,5251496
A percentage of AUM, Hourly charges, Other (REFERRAL FEES)
9

9017 S Riverside Dr., Suite 210
Sandy, UT, 84070
$3,206,698,26814301156
A percentage of AUM, Hourly charges
10

9017 S Riverside Dr Suite 210,
Sandy, UT, 84070
$2,287,672,4571571846
A percentage of AUM, Hourly charges, Fixed fees
11

60 E. South Temple, Suite 2100
Salt Lake City, UT, 84111
$2,130,000,2791535
A percentage of AUM, Performance Based
12

2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121
$2,126,417,2393139
A percentage of AUM, Fixed fees, Performance Based
13

620 South Main Street,
Bountiful, UT, 84010
$2,028,895,819611032
A percentage of AUM, Hourly charges, Performance Based
14

1240 East 2100 South, Suite 300,
Salt Lake City, UT, 84106-2817
$2,021,527,724672
A percentage of AUM, Performance Based
15

3333 N Digital Drive, #700
Lehi, UT, 84043
$2,016,635,518375015
A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)

Information on Top Retirement Planning firms in Saint George, Utah

QualificationsFirm CRD# 159127

Assets Under Management $47,001,314,000

No. Of Clients132

Clients Per Financial Advisor0

BRIDGE INVESTMENT GROUP is a financial advisory firm situated in Sandy, Utah. With a nearly $47B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132 clients. The team consists of 2300 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO MANAGEMENT FOR JOINT VENTURES)
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QualificationsFirm CRD# 106081

Assets Under Management $26,663,066,907

No. Of Clients237

Clients Per Financial Advisor3

WASATCH ADVISORS LP is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 237 clients. The team consists of 90 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)
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QualificationsFirm CRD# 288576

Assets Under Management $8,777,551,735

No. Of Clients33539

Clients Per Financial Advisor1973

TOWNSQUARE CAPITAL, LLC is a financial advisory firm situated in Provo, Utah. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33539 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (SUB-ADVISORY SERVICES)
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QualificationsFirm CRD# 154690

Assets Under Management $6,821,969,061

No. Of Clients3884

Clients Per Financial Advisor54

SOLTIS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in St. George, Utah. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3884 clients. The team consists of 72 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 285645

Assets Under Management $6,672,033,386

No. Of Clients1963

Clients Per Financial Advisor82

SEPIO CAPITAL, LP is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1963 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (SHARE IN ETF PROFITS AFTER EXPENSES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 158270

Assets Under Management $6,316,870,974

No. Of Clients18

Clients Per Financial Advisor0

GRANDEUR PEAK GLOBAL ADVISORS is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 281399

Assets Under Management $4,862,981,883

No. Of Clients590

Clients Per Financial Advisor12

CYNOSURE GROUP, LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 590 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 133417

Assets Under Management $3,812,690,525

No. Of Clients149

Clients Per Financial Advisor25

MORETON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Farmington, Utah. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (REFERRAL FEES)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (REFERRALS TO OTHER IAR)
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QualificationsFirm CRD# 326060

Assets Under Management $3,206,698,268

No. Of Clients14301

Clients Per Financial Advisor92

DIVERSIFY ADVISORY SERVICES, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14301 clients. The team consists of 156 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 329878

Assets Under Management $2,287,672,457

No. Of Clients15718

Clients Per Financial Advisor342

DIVERSIFY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15718 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 142885

Assets Under Management $2,130,000,279

No. Of Clients15

Clients Per Financial Advisor0

KEYSTONE NATIONAL GROUP, LLC is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 159450

Assets Under Management $2,126,417,239

No. Of Clients31

Clients Per Financial Advisor1

PETERSON PARTNERS is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 157091

Assets Under Management $2,028,895,819

No. Of Clients6110

Clients Per Financial Advisor191

SUMMIT GLOBAL INVESTMENTS, LLC is a financial advisory firm situated in Bountiful, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6110 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (ANALYTICAL SERVICES.)
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QualificationsFirm CRD# 301868

Assets Under Management $2,021,527,724

No. Of Clients6

Clients Per Financial Advisor0

SUNDANCE BAY is a financial advisory firm situated in Salt Lake City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 72 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 174728

Assets Under Management $2,016,635,518

No. Of Clients3750

Clients Per Financial Advisor250

DRIVE WEALTH ADVISERS is a financial advisory firm situated in Lehi, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3750 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (GENERAL CONSULTING SERVICES, FAMILY OFFICE SERVICES)
View Full Profile

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