SEC-registered investment advisers in Orem
7 SEC-registered investment advisers are headquartered in Orem, UT, with $3.33B in combined regulatory assets under management. 6 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 7
- Investment advisers
- $3.33B
- Combined regulatory AUM
- 6
- Financial advisor firms
All 7 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Sandlot Partners | Private funds | $934M |
| Peterson Wealth Advisors | RIA | $830M |
| Squire Investment Management | RIA | $587M |
| Blue Barn Wealth | RIA | $317M |
| Keeler Thomas Management | RIA | $306M |
| The Professional Financial | RIA | $246M |
| Exponent Wealth | RIA | $110M |
Sandlot Partners$934M
- Type
- Private funds
- Type
- RIA
- Type
- RIA
Blue Barn Wealth$317M
- Type
- RIA
- Type
- RIA
- Type
- RIA
Exponent Wealth$110M
- Type
- RIA
Orem at a glance
Advisers headquartered here, by type
7
advisers
- Financial advisor firms (RIAs)$2.4B regulatory AUM6 (86%)
- Private fund managers$934M regulatory AUM1 (14%)
Other cities in Utah
- Salt Lake City46
- Lehi17
- Draper9
- Park City8
- Logan7
- South Jordan6
- Provo5
- Sandy5
- Holladay4
- St. George4
- Bountiful3
- Centerville3