Financial advisers in Orem, UT

7 registered investment adviser firms in Orem managing $3.2B in assets, based on public SEC Form ADV filings.

Sandlot Partners, LLC

Orem, UT · Est. 2022

AUM: $934M
Per adviser: $117M
Advisers: 8

No reported disclosures

Peterson Wealth Advisors, LLC

Orem, UT · Est. 2008

AUM: $830M
Per adviser: $64M
Advisers: 13

No reported disclosures

Squire Wealth Advisors

Orem, UT · Est. 2013

AUM: $587M
Per adviser: $45M
Advisers: 13

No reported disclosures

Blue Barn Wealth

Orem, UT · Est. 2020

AUM: $317M
Per adviser: $53M
Advisers: 6

No reported disclosures

Keeler Thomas Management LLC

Orem, UT · Est. 2015

AUM: $306M
Per adviser: $44M
Advisers: 7

No reported disclosures

The Professional Financial Company LLC

Orem, UT · Est. 2019

AUM: $246M
Per adviser: $82M
Advisers: 3

No reported disclosures

Sandlot Private Wealth LLC

Orem, UT · Est. 2025

AUM: $305,047
Per adviser: $101,682.333
Advisers: 3

No reported disclosures