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Find Top Financial Advisors in Orem, Utah

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Orem, Utah
Last Updated - 01-Feb-2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in Orem, Utah
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jake Oyler
COLWYN INVESTMENTS
10923 South Redwood Rd,
South Jordan, UT 84095
Not Disclosed $50 Million $100000 Fee-Only

Information on Qualified Financial Advisors in Orem

Qualifications Firm CRD# 171858
Series 7, 63, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 10923 South Redwood Rd,
South Jordan,
UT
84095
Phone Number 385-251-5604

About Colwyn Investments

Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk management. We do not pretend to know what the future will bring, but we promise to be there when it comes. Our goal is to simplify the wealth management and retirement process by creating personalized plans to help our clients achieve their financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Top Financial Advisor Firms in Orem, Utah (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
PETERSON WEALTH ADVISORS, LLC
360 West 920 North,
Orem, UT 84057
$505,479,272 1339 A percentage of AUM
FIRSTPURPOSE WEALTH LLC
462 E 800 N,
Orem, UT 84097
$466,943,100 2956 A percentage of AUM
Hourly charges
Fixed fees
CALIBER WEALTH MANAGEMENT, LLC
980 East 800 North , Suite 203,
Orem, UT 80497
$463,692,212 1613 A percentage of AUM
Hourly charges
Fixed fees
SQUIRE WEALTH ADVISORS
1329 South 800 East,
Orem, UT 84097
$306,866,213 1020 A percentage of AUM
Hourly charges
SANDLOT PARTNERS, LLC
1510 East 840 North,
Orem, UT 84097
$302,463,000 13 A percentage of AUM
Performance Based
KEELER THOMAS MANAGEMENT LLC
1327 South 800 East,
Orem, UT 84097
$299,294,201 763 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
BLUE BARN WEALTH
370 West Center Street,
Orem, UT 84057
$270,262,657 546 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Orem, Utah*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    101 Financial
    Inquire with 101
    841 North 900 West, Orem, UT  84057 866-999-9101
    Carina Knecht
    Inquire with Carina
    518 E 800 N, Orem, UT  84097 435-503-8559
    Timpanogos Financial Advisors
    Inquire with Timpanogos
    593 West 800 North, Orem, UT  84057 801-607-5670
    Gary Davis
    Inquire with Gary
    1746 N 760 W, Orem, UT  84057 801-687-4788
    Boyd Curtis
    Inquire with Boyd
    1177 S 800 E, Orem, UT  84097 385-204-4171
    Marie Hill
    Inquire with Marie
    1150 S 456 E, Orem, UT  84097 385-799-4079
    Samuel Knickerbocker
    Inquire with Samuel
    493 South Orem Blvd, Orem, UT  84058 801-687-4788
    Cailen Hayes
    Inquire with Cailen
    1177 S 800 E, Orem, UT  84097 385-204-4171
    Tai Ward Riser
    Inquire with Tai
    504 W 800 N, Ste 110, Orem, UT  84057 801-960-6692
    Savology
    Inquire with Savology
    815 W 1250 S, Orem, UT  84058 801-753-8385
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?