Best Financial Advisors in OREM, Utah
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$317M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in OREM
#1
100
PETERSON WEALTH ADVISORS, LLC
OREM, UT · Since 2008
$830M AUM13 clientsFee: 0%
FiduciaryFee-Only
#2
100
THE PROFESSIONAL FINANCIAL COMPANY LLC
OREM, UT · Since 2019
$246M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
SANDLOT PRIVATE WEALTH LLC
OREM, UT · Since 2025
$305K AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
BLUE BARN WEALTH
OREM, UT · Since 2020
$317M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
95
KEELER THOMAS MANAGEMENT LLC
OREM, UT · Since 2015
$306M AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
95
SQUIRE WEALTH ADVISORS
OREM, UT · Since 2013
$587M AUM13 clientsFee: 0%
FiduciaryFee-Only
#7
95
SANDLOT PARTNERS, LLC
OREM, UT · Since 2022
$934M AUM8 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.