Top 6 financial advisor firms in Orem

6 SEC-registered financial advisor firms are headquartered in Orem, UT, with $2.4B in combined regulatory assets under management. The largest by assets are Peterson Wealth Advisors ($830M), Squire Investment Management ($587M) and Blue Barn Wealth ($317M).

6
Financial advisor firms: $2.4B
Their combined AUM: $311M
Median firm AUM: 2,000
Clients of the top 6

The 6 largest by assets

1
Peterson Wealth Advisors
RIA
$830M
0.60% to 1.40% a year
2
Squire Investment Management
RIA
$587M
0.40% to 1.25% a year
3
Blue Barn Wealth
RIA
$317M
0.25% to 1.00% a year
4
Keeler Thomas Management
RIA
$306M
0.94% to 1.65%
5
The Professional Financial
RIA
$246M
0.50% to 1.50% a year
6
Exponent Wealth
RIA
$110M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

Peterson Wealth Advisors

Peterson Wealth Advisors is an investment adviser based in Orem, UT, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $830 million, as filed on 8 September 2026.

Peterson Wealth Advisors charges 0.60%–1.40% a year for its Portfolio Management Services.

Regulatory AUM: $830M
Clients: 667
Advisory staff: 13
Founded: 2008
Fee schedule: 0.60% to 1.40% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 360 West 920 North, Orem, UT 84057
Phone: 801-225-0000
Website: petersonwealth.com

No. 2 · RIA

Squire Investment Management

Squire Investment Management is an investment adviser based in Orem, UT, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $587 million, as filed on 23 March 2026.

Squire Investment Management charges 0.40%–1.25% a year for its Investment Management Services.

Regulatory AUM: $587M
Clients: 587
Advisory staff: 13
Fee schedule: 0.40% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 1329 South 800 East, Orem, UT 84097
Phone: 801-226-7722
Website: squirewealthadvisors.com

No. 3 · RIA

Blue Barn Wealth

Blue Barn Wealth is an investment adviser based in Orem, UT, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $317 million, as filed on 17 February 2026.

Blue Barn Wealth charges 0.25%–1.00% a year for its Wealth management services.

Regulatory AUM: $317M
Clients: 233
Advisory staff: 6
Founded: 1994
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 370 West Center Street, Orem, UT 84057
Phone: 801-466-4101
Website: bluebarnwealth.com

No. 4 · RIA

Keeler Thomas Management

Keeler Thomas Management is an investment adviser based in Orem, UT, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $306 million, as filed on 20 March 2026.

Keeler Thomas Management charges 0.94%–1.65% for its Investment Management Services Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $306M
Clients: 132
Advisory staff: 7
Founded: 1987
Fee schedule: 0.94% to 1.65%
Custodians: Fidelity, Charles Schwab
Headquarters: 1327 South 800 East, Orem, UT 84097
Phone: 801-226-0800
Website: keelerthomas.com

No. 5 · RIA

The Professional Financial

The Professional Financial is an investment adviser based in Orem, UT, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $246 million, as filed on 24 March 2026.

The Professional Financial charges 0.50%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM: $246M
Clients: 285
Advisory staff: 3
Founded: 2015
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab, Wells Fargo Clearing Services
Headquarters: 384 W Center St, Orem, UT 84057
Phone: 801-701-2345
Website: thepfc.com

No. 6 · RIA

Exponent Wealth

Exponent Wealth is an investment adviser based in Orem, UT, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $110 million, as filed on 29 July 2026.

Regulatory AUM: $110M
Clients: 96
Advisory staff: 6
Headquarters: 562 Technology Avenue, Suite C-15, Orem, UT 84097
Phone: 801-459-1190
Website: exponentwealth.com

Questions about financial advisors in Orem

How many financial advisor firms are headquartered in Orem?

6 SEC-registered financial advisor firms report their principal office in Orem, UT, managing $2.4B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Orem?

Peterson Wealth Advisors, with $830M in regulatory assets under management on its latest Form ADV. The next largest are Squire Investment Management ($587M) and Blue Barn Wealth ($317M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Orem?

The median firm manages $311M in regulatory assets. That is the midpoint of the 6 firms headquartered in Orem.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Orem charge?

Of the 6 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.65% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Orem?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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