Investment adviser firms in OREM, Utah
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
7 firms · Source months shown: August 2026
- BLUE BARN WEALTH, LLCCRD 107202 · OREM, UT$317,067,080.00Regulatory AUM · August 2026
- KEELER THOMAS MANAGEMENT LLCCRD 109522 · OREM, UT$305,501,290.00Regulatory AUM · August 2026
- PETERSON WEALTH ADVISORS, LLCCRD 146349 · OREM, UT$829,682,153.00Regulatory AUM · August 2026
- SANDLOT PARTNERS, LLCCRD 311409 · OREM, UT$934,473,996.00Regulatory AUM · August 2026
- SANDLOT PRIVATE WEALTH LLCCRD 335925 · OREM, UT$305,047.00Regulatory AUM · August 2026
- SQUIRE INVESTMENT MANAGEMENT COMPANY, LLCCRD 117750 · OREM, UT$586,722,649.00Regulatory AUM · August 2026
- THE PROFESSIONAL FINANCIAL COMPANY LLCCRD 286419 · OREM, UT$246,055,621.00Regulatory AUM · August 2026