Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Orem, UT

Every SEC-registered investment adviser representative at a Morgan Stanley office in Orem, A to Z.

3 registered advisors work at Morgan Stanley in Orem, out of 22,085 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Morgan Stanley advisors in Orem, A to Z

Every Morgan Stanley advisor →

Morgan Stanley advisors in every city and state →Morgan Stanley: assets, clients and custodians →Morgan Stanley news and advisor moves →Morgan Stanley payout grid vs. other firms →Advisor Moves: who changed firms this week →

Morgan Stanley advisors in other cities

New York, NY 2,203Chicago, IL 619Purchase, NY 589Atlanta, GA 449San Francisco, CA 448Miami, FL 437Boston, MA 368Houston, TX 320Tampa, FL 308Alpharetta, GA 302Morristown, NJ 258Dallas, TX 239Washington, DC 219Garden City, NY 210Los Angeles, CA 208

Other firms in Orem

All Orem advisors →

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

Questions

How many financial advisors does Morgan Stanley have in Orem?

3 investment adviser representatives are registered at Morgan Stanley offices in Orem, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 22,085 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Orem?

Morgan Stanley ranks number 12 in Orem by registered advisors; Diversify Wealth Management, LLC has the most, with 17.

How do I check a Morgan Stanley 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 Morgan Stanley 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.