Top financial advisors in Orem, UT
We've curated a list of the best financial advisors in Orem, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $318,583,512 Number of advisors 6 advisors | |||
| 2 | Assets under management $11,006,351 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Orem, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Caliber Wealth Management, LLC
Caliber Wealth Management, LLC is a financial advisory firm based in Orem, Utah. It currently has approximately $318,583,512 of assets under management and employs about 6 people. Caliber Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$318,583,512 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Premier Capital Management Inc
Premier Capital Management Inc is a fee-based investment advisor offering Investment Management Services and Financial Consulting Services since 1994. The firm facilitates the management of client accounts by employing third-party portfolio strategists, monitoring their performance, and may deviate from instructions under unique circumstances. Clients grant limited trading authority for investment management services, with fees based on a percentage of account values and billed quarterly. Financial consulting services are offered at an hourly rate or a fixed amount. The firm may recommend insurance products, with IA Reps earning commissions, creating a conflict of interest. PCM does not charge performance-based fees and does not manage side-by-side performance-based accounts. Clients include individuals and small businesses/non-profits with specific account value requirements. Investment strategies involve technical analysis and tactical strategies, with a focus on risk management. PCM has a Code of Ethics, discloses conflicts of interest, and recommends Charles Schwab as a custodian. Clients have no obligation to use Schwab. PCM does not have physical custody of client assets but has limited custody for fee withdrawals. Clients grant investment discretion to PCM, with no authority to transfer funds or make withdrawals without authorization. Voting rights for client securities are not managed by PCM. The firm's principal executive officer is Michael R Klein. Additional financial information would be disclosed if PCM charged fees in advance or had specific financial events in its background.
$11,006,351 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Orem, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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