Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PETERSON WEALTH ADVISORS, LLC 360 West 920 North, Orem, UT, 84057 | $479,065,462 | 1548 | 9 | A Percentage of AUM |
2 | FIRSTPURPOSE WEALTH LLC 462 E 800 N, Orem, UT, 84097 | $458,072,364 | 3255 | 46 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | CALIBER WEALTH MANAGEMENT, LLC 980 East 800 North, Suite 203 Orem, UT, 84097 | $424,449,588 | 1849 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | SANDLOT PARTNERS, LLC 1510 East 840 North, Orem, UT, 84097 | $346,445,483 | 27 | 20 | A Percentage of AUM, Performance Based |
5 | SQUIRE WEALTH ADVISORS 1329 South 800 East, Orem, UT, 84097 | $316,843,041 | 1229 | 13 | A Percentage of AUM, Hourly charges |
6 | KEELER THOMAS MANAGEMENT LLC 1327 South 800 East, Orem, UT, 84097 | $277,364,837 | 790 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
7 | BLUE BARN WEALTH 370 West Center Street, Orem, UT, 84057 | $276,546,269 | 662 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 146349
Assets Under Management $479,065,462
No. Of Clients1548
Clients Per Financial Advisor172
PETERSON WEALTH ADVISORS, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $479M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1548 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145593
Assets Under Management $458,072,364
No. Of Clients3255
Clients Per Financial Advisor71
FIRSTPURPOSE WEALTH LLC is a financial advisory firm situated in Orem, Utah. With a nearly $458M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3255 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173280
Assets Under Management $424,449,588
No. Of Clients1849
Clients Per Financial Advisor308
CALIBER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $424M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1849 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311409
Assets Under Management $346,445,483
No. Of Clients27
Clients Per Financial Advisor1
SANDLOT PARTNERS, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117750
Assets Under Management $316,843,041
No. Of Clients1229
Clients Per Financial Advisor95
SQUIRE WEALTH ADVISORS is a financial advisory firm situated in Orem, Utah. With a nearly $317M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1229 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109522
Assets Under Management $277,364,837
No. Of Clients790
Clients Per Financial Advisor53
KEELER THOMAS MANAGEMENT LLC is a financial advisory firm situated in Orem, Utah. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 790 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107202
Assets Under Management $276,546,269
No. Of Clients662
Clients Per Financial Advisor110
BLUE BARN WEALTH is a financial advisory firm situated in Orem, Utah. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 662 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.