Best Financial Planners in Orem, Utah
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Orem
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-3 of 3 Financial Planners listings in Orem, UT · page 1 of 1

Score breakdown
- Financial Planner
- Orem, Utah
- (801) 226-7722
- squirewealthadvisors.com
Squire Wealth Advisors is a Financial Planner in Orem, UT. The firm operates as a fee-only fiduciary and full-service wealth manager serving individuals and businesses in Orem and Salt Lake City. It holds a 5.00 rating based on 4 reviews. The firm’s approach...

Score breakdown
- Financial Planner
- Orem, Utah
- (801) 356-9600
- firsthorizon.com
First Financial Advisors of Orem is a financial planner in Orem, UT. The firm provides a variety of financial services, including personal banking, business banking, and wealth management. Their offerings include checking accounts, mortgage solutions, and...

Score breakdown
- Financial Planner
- Orem, Utah
- (801) 225-0000
- petersonwealthadvisors.com
Peterson Wealth Advisors of Orem: Peterson Wealth Advisors is a financial planner in Orem, UT. This comprehensive financial services firm provides personalized strategies designed to help clients achieve their financial and life goals. The firm focuses on helping individuals plan for...
What the Data Shows for Financial Planners in Orem
33% of the 3 financial planners we measured in Orem reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 43, compared with an average SEO score of 74.
The average Google rating across 3 rated financial planners is 5.0, and the median listing has 4 reviews.
None of the 3 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 3 financial planners in Orem, Utah by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Orem ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Orem, Utah does BizScoreAI track?
3 financial planners in Orem currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 62.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 33% of measured financial planners in Orem score 50 or higher.
Is being listed free?
Yes. Every financial planner in Orem is listed and scored for free, and claiming a listing is free too.