Best Financial Advisors in OREM, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in OREM
PETERSON WEALTH ADVISORS, LLC
OREM, UT · Since 2008
THE PROFESSIONAL FINANCIAL COMPANY LLC
OREM, UT · Since 2019
SANDLOT PRIVATE WEALTH LLC
OREM, UT · Since 2025
KEELER THOMAS MANAGEMENT LLC
OREM, UT · Since 2015
SQUIRE WEALTH ADVISORS
OREM, UT · Since 2013
SANDLOT PARTNERS, LLC
OREM, UT · Since 2022
BLUE BARN WEALTH
OREM, UT · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in OREM?
The median advisory fee in OREM, UT is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.