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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Blue Barn Wealth financial advisors in Orem, UT

Every SEC-registered investment adviser representative at a Blue Barn Wealth office in Orem, A to Z.

The short answer

7 registered advisors work at Blue Barn Wealth in Orem, out of 7 at the firm nationwide; it ranks number 5 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Blue Barn Wealth advisors in Orem, A to Z

Every Blue Barn Wealth advisor →

Blue Barn Wealth advisors in every city and state →Blue Barn Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Orem

All Orem advisors →

Diversify Wealth Management, LLC 17Transamerica Financial Advisors, LLC 16Peterson Wealth Advisors, LLC 13Squire Wealth Advisors 11Strategic Advisers LLC 7Momentum Wealth Management 6Exponent Wealth LLC 5Keeler Thomas Management LLC 4Raymond James Financial Services Advisors, Inc. 4Savvy 4Morgan Stanley 3Sandlot Private Wealth LLC 3

Questions

How many financial advisors does Blue Barn Wealth have in Orem?

7 investment adviser representatives are registered at Blue Barn Wealth offices in Orem, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Blue Barn Wealth one of the largest advisor employers in Orem?

Blue Barn Wealth ranks number 5 in Orem by registered advisors; Diversify Wealth Management, LLC has the most, with 17.

How do I check a Blue Barn Wealth advisor in Orem?

Each advisor below links to a profile with their registrations, exams, designations 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 Blue Barn Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.