City
Wealth management firms in Orem, Utah
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Orem, Utah reported $2.5 billion in regulatory assets under management; the largest by assets was Peterson Wealth Advisors, LLC, with $829.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $2.5 billion
- Average per firm
- $209.0 million
- SEC-registered, of those listed
- 8 of 12 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Peterson Wealth Advisors, LLC | SEC | $829.7 million | 1,988 |
| 2 | Squire Wealth Advisors | SEC | $586.7 million | 1,537 |
| 3 | Blue Barn Wealth | SEC | $317.1 million | 681 |
| 4 | Keeler Thomas Management LLC | SEC | $305.5 million | 440 |
| 5 | The Professional Financial Company LLC | SEC | $246.1 million | 575 |
| 6 | Exponent Wealth LLC | SEC | $110.4 million | 464 |
| 7 | Timpanogos Financial Advisors, Inc. | State | $99.2 million | 424 |
| 8 | Stream Financial Advice, LLC | State | $13.5 million | 28 |
| 9 | Sandlot Private Wealth LLC | SEC | $305,047 | 21 |
| 10 | Momentum Wealth Management | SEC | $0 | 0 |
| 11 | Strategia Investments, LLC | State | $0 | 0 |
| 12 | Summit Wealth LLC | 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.