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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Orem, UT

Every SEC-registered investment adviser representative at a firm office in Orem, with the firms that employ the most of them.

124 registered advisors work in Orem; the most are at Diversify Wealth Management, LLC (17). 26 list the CFP designation and 55 are also registered broker representatives.

Firms with the most advisors in Orem

FirmAdvisors in Orem
Diversify Wealth Management, LLC17
Transamerica Financial Advisors, LLC16
Peterson Wealth Advisors, LLC13
Squire Wealth Advisors11
Blue Barn Wealth7
Strategic Advisers LLC7
Momentum Wealth Management6
Exponent Wealth LLC5
Keeler Thomas Management LLC4
Raymond James Financial Services Advisors, Inc. news4
Savvy4
Morgan Stanley news3
Sandlot Private Wealth LLC3
The Professional Financial Company LLC3
Cetera Investment Advisers LLC news2
Osaic Wealth, Inc. news2
Timpanogos Financial Advisors, Inc.2
Triad Wealth Partners, LLC2
Wells Fargo Clearing Services, LLC news2
Ameriprise Financial Services, LLC news1
Cambridge Investment Research Advisors, Inc. news1
Corecap Advisors1
Creativeone Wealth, LLC1
Diversify Advisory Services, LLC1
Edward Jones news1

Advisors in Orem, A to Z

CFP advisors in Orem →

Other cities in Utah

All of Utah →

Salt Lake City 1,587South Jordan 344Sandy 309Lehi 235Draper 156Provo 145Cottonwood Heights 131Bountiful 109Holladay 109St. George 106Park City 91Ogden 84Logan 70Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in Orem, UT?

124 investment adviser representatives are registered at firm offices in Orem, Utah, according to the SEC's Investment Adviser Public Disclosure records. 55 of them are also registered as broker representatives, and 26 list the CFP designation.

Which firm has the most financial advisors in Orem?

Diversify Wealth Management, LLC, with 17 registered advisors in Orem, followed by Transamerica Financial Advisors, LLC with 16.

How do I check a financial advisor in Orem?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.