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Best Financial Planners in Orem, Utah

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Claimed listings first, then by BizScore. How we score

3Financial Planners scored in Orem
58Average BizScore
62Top BizScore
33%AI Visibility 50 or higher
74Average SEO score
5.0Average Google rating (3 rated)

Top Financial Planners in Orem

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Showing 1-3 of 3 Financial Planners listings in Orem, UT · page 1 of 1

#1Squire Wealth Advisors

5.0 Google rating · 4 reviews

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Squire Wealth Advisors website

Score breakdown

AI Visibility60
AI Ready45
SEO64
Freshness-
  • 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...

Category rank by BizScore: #1 of 3 Financial Planner listings in OremScores updated Oct 28, 2026

#2First Financial Advisors of Orem

5.0 Google rating · 1 review

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First Financial Advisors of Orem website

Score breakdown

AI Visibility38
AI Ready-
SEO81
Freshness-
  • 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...

Category rank by BizScore: #2 of 3 Financial Planner listings in OremScores updated Jul 18, 2026

#3Peterson Wealth Advisors of Orem

5.0 Google rating · 45 reviews

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Peterson Wealth Advisors of Orem website

Score breakdown

AI Visibility32
AI Ready-
SEO76
Freshness-
  • 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...

Category rank by BizScore: #3 of 3 Financial Planner listings in OremScores updated Jun 9, 2026
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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.