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Financial Planners in Orem, UT: 2026 rankings

161 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Orem: Paramount Tax & Accounting CPAs of Lehi, RFA Score 75/100; 4.9★ from 506 Google reviews.

  2. 12

    Most-reviewed: Paramount Tax & Accounting CPAs Draper, 419 Google reviews at 4.8★, the most of 161 ranked after Paramount Tax & Accounting CPAs of Lehi; ranked #12.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

161 Orem financial planners are ranked here by RFA Score, from eight published factors. 17 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 161 rated firms.

Most of this list also appears on the Financial planners in Provo ranking. See Financial planners in Provo

Top 10 financial planners in Orem at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Orem at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Paramount Tax & Accounting CPAs of Lehi754.9★ (506)Lehi, 15 mi away—Top score
2101 Financial755.0★ (78)Orem——
3Bank of America (with Drive-thru ATM)755.0★ (106)Lindon, 4 mi awaySat—
4Capital Wealth745.0★ (252)Lehi, 14 mi away——
5Money Insights745.0★ (190)Payson, 11 mi away——
6Peterson Wealth Advisors745.0★ (61)Orem——
7CORE Financial, Inc.745.0★ (82)Pleasant Grove, 4 mi away——
8B.O.S.S. Retirement Solutions and Advisors734.8★ (296)Lehi, 14 mi away——
9B.O.S.S. Retirement Solutions and Advisors734.9★ (91)Provo, 5 mi away——
10Blue Barn Wealth735.0★ (46)Orem——

All 161 financial planners in Orem, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 101 Financial

    Based in Orem

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 78 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 78 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    841 N 900 W, Orem, UT 84057
    View profile for 101 Financial(866) 999-9101

  4. #4 Capital Wealth

    Based in Lehi, 14 mi away

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 252 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 252 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    3400 N Ashton Blvd #190, Lehi, UT 84048
    View profile for Capital Wealth(801) 210-2800

  7. #7 CORE Financial, Inc.

    Based in Pleasant Grove, 4 mi away

    74/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    922 S State Rd Ste 203, Pleasant Grove, UT 84062
    View profile for CORE Financial, Inc.(801) 377-6126

  10. #10 Blue Barn Wealth

    Based in Orem

    73/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    370 W Center St, Orem, UT 84057
    View profile for Blue Barn Wealth(801) 466-4101

  11. #11 Retirement Solutions

    Based in Provo, 4 mi away

    73/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    677 N 1890 W, Provo, UT 84601
    View profile for Retirement Solutions(801) 465-6990

  14. #14 Savology

    Based in Lehi, 13 mi away

    71/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    2701 N Thanksgiving Way #100, Lehi, UT 84043
    View profile for Savology

  17. #17 Soulence Tax and Wealth Advisors - Tax Accountant & Wealth Management Services in Pleasant Grove, UT

    Based in Pleasant Grove, 6 mi away

    71/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 65 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    220 S 2500 W, Pleasant Grove, UT 84062
    View profile for Soulence Tax and Wealth Advisors - Tax Accountant & Wealth Management Services in Pleasant Grove, UT(801) 571-9900

  20. #20 Retirement Advice LLC

    Based in Provo, 3 mi away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    412 W Rivers Edge Dr Ste 30, Provo, UT 84604
    View profile for Retirement Advice LLC(801) 228-0103

How we ranked Orem financial planners

We scored 161 Orem financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Orem data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Orem: frequently asked questions

Which financial planner has the highest RFA Score in Orem?

By RFA Score, the highest-ranked financial planner in Orem, UT is Paramount Tax & Accounting CPAs of Lehi with an RFA Score of 75/100. It has 4.9★ from 506 Google reviews. 101 Financial (#2) and Bank of America (with Drive-thru ATM) (#3) follow. We ranked 161 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Orem?

RankedFinancialAdvisors ranks 161 financial planners serving Orem, UT. 5 of them are based in Orem; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Orem work on weekends?

17 of 161 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#3) and Bank of America Financial Center (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Orem financial planners have?

The median Google rating among 161 rated financial planners in Orem is 4.9★, with a median of 20 reviews. Paramount Tax & Accounting CPAs of Lehi has the most, 506 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Orem count in this ranking?

Yes, if they are within 25 mi of the Orem city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Orem ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Orem a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Orem

  1. November 2026: RFA Scores recalculated for 161 financial planners serving Orem.

More financial planners and Orem pages