RIAs in Orem, Utah
Explore 8 RIAs headquartered in Orem, with $3.3B in combined reported AUM.
RIAs8Headquartered here
Total AUM$3.3BReported regulatory AUM
Total Employees85Reported by these RIAs
% of Total State AUM1.5%% Of total State AUM Reported
All RIAs in Orem
8 RIAsShowing 1–8 of 8 RIAs
Sandlot Partners, LLC
OREM, UTReported AUM$934.5M
Employees18
28.1% of city AUMView RIA ↗
Peterson Wealth Advisors, LLC
OREM, UTReported AUM$829.7M
Employees13
24.9% of city AUMView RIA ↗
Squire Wealth Advisors
OREM, UTReported AUM$586.7M
Employees15
17.6% of city AUMView RIA ↗
Blue Barn Wealth
OREM, UTReported AUM$317.1M
Employees9
9.5% of city AUMView RIA ↗
Keeler Thomas Management LLC
OREM, UTReported AUM$305.5M
Employees12
9.2% of city AUMView RIA ↗
The Professional Financial Company LLC
OREM, UTReported AUM$246.1M
Employees7
7.4% of city AUMView RIA ↗
Exponent Wealth LLC
OREM, UTReported AUM$110.4M
Employees7
3.3% of city AUMView RIA ↗
Sandlot Private Wealth LLC
OREM, UTReported AUM$305K
Employees4
0.0% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.