Associate Owners Group (AOG) is proud to announce it has acquired Your IA, a rapidly emerging Registered Investment Advisor headquartered in St. George, Utah.
Associate Owners Group (AOG) is proud to announce it has acquired Your IA, a rapidly emerging Registered Investment Advisor headquartered in St. George, Utah. Led by industry veteran Chris Felton, Your IA brings a unique vision for empowering Investment Advisor Representatives (IARs) with world-class service, technology, compliance oversight, and personal ownership opportunities.
Your IA was created to give team-building IARs a true home, one where support, service, and ownership are not talking points, but the foundation of the entire firm.”
— Chris Felton, Founder of Your IA
Founded on the belief that IARs are their most important client, Your IA has built its model around providing comprehensive administrative, operational, and educational support to help advisors deliver exceptional service to their end clients. This includes a deep integration with Copper CRM, ensuring advisors have modern tools that enhance efficiency, transparency, and regulatory readiness.
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“Your IA was created to give team-building IARs a true home, one where support, service, and ownership are not talking points, but the foundation of the entire firm,” said Chris Felton, Founder of Your IA. “AOG’s ownership model and Monte Holm’s vision align perfectly with our mission. Together, we will transform how Investment Advisory teams grow, collaborate, and succeed.”
Your IA’s expansion philosophy centers on community empowering advisory teams nationwide to work together, leveraging shared resources, technology, and the strength of a unified brand. The firm’s commitment to robust support structures ensures advisors remain available, informed, and fully equipped to serve clients at the highest level.
AOG CEO Monte Holm expressed his enthusiasm for the acquisition:
“Your IA represents exactly the type of forward-thinking leadership we built AOG for,” said Monte Holm, CEO of Associate Owners Group. “Their dedication to advisor support, their professionalism, and their belief in broad-based ownership mirror our own values. Together, we are building the most advisor-centric ecosystem the financial industry has ever seen.”
With Your IA’s addition, AOG continues accelerating its mission to create a truly transformational platform; one that blends insurance, investment advisory, technology, compliance, and ownership into a unified, industry-shaping model.
Your IA will operate from its headquarters at 616 S 300 E, St. George, Utah, serving advisors across the United States with full-service RIA support, advanced compliance systems, and open pathways to ownership for the advisors who help build the firm.
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