Falists

Utah · 13 advisers

Financial Advisors in Orem, Utah

Looking for a financial advisor in Orem, Utah? Falists indexes 13 SEC-registered and state-registered investment advisers in Orem — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $934.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

10

Largest AUM

$934.5M

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth10Planning8Trusts7Retirement6Institutional6

Top advisors in Orem

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

SUMMIT WEALTH LLC

Orem, UT

AUM

$0

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

801-669-7767

Full profileNo website

More cities in Utah

Salt Lake City (86)Lehi (37)Park City (26)Sandy (15)South Jordan (14)Provo (13)Draper (12)Logan (10)Cottonwood Heights (9)St.. George (8)Holladay (6)Alpine (5)

Common questions

How many financial advisors are in Orem, Utah?
13 registered investment advisers are listed in our Orem directory, sourced from public SEC filings.
What types of advisors are in Orem?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Orem?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.