Investment advisers in Orem, UT
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Sandlot Partners, LLC | $934.5 million | 18 | 0 |
| Peterson Wealth Advisors, LLC | $829.7 million | 13 | 0 |
| Squire Wealth Advisors | $586.7 million | 15 | 0 |
| Blue Barn Wealth | $317.1 million | 9 | 0 |
| Keeler Thomas Management LLC | $305.5 million | 12 | 0 |
| The Professional Financial Company LLC | $246.1 million | 7 | 0 |
| Sandlot Private Wealth LLC | $305,047 | 4 | 0 |
| Momentum Wealth Management | $0 | 21 | 0 |