Rialytix insights

Top RIA Firms in Orem, Utah

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Orem, Utah. This hub covers 7 matching firms with $3.2B in total reported AUM and median AUM of $317.1M.

Firms

Matching current profiles

Total AUM

$3.2B

Reported regulatory AUM

Median AUM

$317.1M

Across firms with AUM

Largest firm

$934.5M

Sandlot Partners, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Sandlot Partners, LLC CRD 311409 · Limited Liability Company	OREM, UT	$934.5M May 2026	+$308.2M+49.2%	+$588.0M+169.7%	—	+$632.0M+209.0%	-1 employees-5.3% over 3Y	+22 accounts+81.5% over 3Y
2. Peterson Wealth Advisors, LLC CRD 146349 · Limited Liability Company	OREM, UT	$829.7M Apr 2026	+$140.9M+20.5%	+$350.6M+73.2%	+$480.1M+137.3%	+$759.8M+1086.8%	+3 employees+30.0% over 3Y	+440 accounts+28.4% over 3Y
3. Squire Wealth Advisors CRD 117750 · Limited Liability Company	OREM, UT	$586.7M Mar 2026	+$92.8M+18.8%	+$279.9M+91.2%	+$340.2M+138.0%	+$539.5M+1143.3%	+4 employees+36.4% over 3Y	+517 accounts+50.7% over 3Y
4. Blue Barn Wealth CRD 107202 · Limited Liability Company	OREM, UT	$317.1M Feb 2026	-$114.3M-26.5%	+$46.8M+17.3%	+$191.6M+152.7%	+$191.6M+152.7%	+3 employees+50.0% over 3Y	+135 accounts+24.7% over 3Y
5. Keeler Thomas Management LLC CRD 109522 · Limited Liability Company	OREM, UT	$305.5M Mar 2026	-$73.8M-19.5%	+$28.1M+10.1%	+$46.1M+17.8%	+$228.0M+294.1%	-3 employees-20.0% over 3Y	-350 accounts-44.3% over 3Y
6. The Professional Financial Company LLC CRD 286419 · Limited Liability Company	OREM, UT	$246.1M Mar 2026	+$39.9M+19.3%	+$48.8M+24.7%	+$115.0M+87.8%	+$145.0M+143.5%	+4 employees+133.3% over 3Y	+106 accounts+22.6% over 3Y
7. Sandlot Private Wealth LLC CRD 335925 · Limited Liability Company	OREM, UT	$305.0K Mar 2026	—	—	—	—	+1 employees+33.3% over Total	—

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.