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Best Financial Planners in Provo, Utah

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Claimed listings first, then by BizScore. How we score

5Financial Planners scored in Provo
51Average BizScore
59Top BizScore
0%AI Visibility 50 or higher
68Average SEO score
4.0Average Google rating (5 rated)

Top Financial Planners in Provo

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Showing 1-5 of 5 Financial Planners listings in Provo, UT · page 1 of 1

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Edward Jones - Financial Advisor: Brandon M Smith, CRPC™ website

Score breakdown

AI Visibility40
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Provo, Utah
  • (801) 770-0149
  • edwardjones.com

Edward Jones - Financial Advisor: Brandon M Smith, CRPC™ is a financial planner in Provo, UT. The firm provides wealth management and financial strategies to help clients build their financial futures. This office maintains a 5.00 rating. As part of a...

Category rank by BizScore: #2 of 10 Financial Planner listings in ProvoScores updated Sep 26, 2026

#2Merrill Financial Associates

4.5 Google rating

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Merrill Financial Associates website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Provo, Utah
  • (801) 356-7100
  • mymerrill.com

Merrill Financial Associates: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #5 of 10 Financial Planner listings in ProvoScores updated Sep 21, 2026

#3Merrill Lynch Wealth Management of Provo

3.0 Google rating

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Merrill Lynch Wealth Management of Provo website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Provo, Utah
  • (801) 426-6000
  • mymerrill.com

Merrill Lynch Wealth Management of Provo: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #4 of 10 Financial Planner listings in ProvoScores updated Sep 21, 2026

#4Tyler Romney, CFP - Mountain America Investment Services

2.3 Google rating · 3 reviews

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Tyler Romney, CFP - Mountain America Investment Services website

Score breakdown

AI Visibility26
AI Ready20
SEO60
Freshness-
  • Financial Planner
  • Provo, Utah
  • (801) 258-5493
  • visittyler.com

Tyler Romney, CFP - Mountain America Investment Services is a Financial Planner in Provo, UT. Located at 88 N 500 W, Tyler provides comprehensive financial planning services to individuals and families in the area. With a focus on personalized financial...

Category rank by BizScore: #6 of 10 Financial Planner listings in ProvoScores updated Oct 25, 2026

#5Hudson Oaks Wealth Management of Provo

5.0 Google rating

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Hudson Oaks Wealth Management of Provo website

Score breakdown

AI Visibility24
AI Ready51
SEO63
Freshness40
  • Financial Planner
  • Provo, Utah
  • (801) 742-1042
  • hudson-oaks.com
Category rank by BizScore: #9 of 10 Financial Planner listings in ProvoScores updated Sep 20, 2026
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What the Data Shows for Financial Planners in Provo

0% of the 5 financial planners we measured in Provo reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 32, compared with an average SEO score of 68.

The average Google rating across 5 rated financial planners is 4.0, and the median listing has 3 reviews.

None of the 5 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 25, 2026. What each score measures: How We Score.

BizScoreAI compares 5 financial planners in Provo, 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 Provo 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 Provo, Utah does BizScoreAI track?

5 financial planners in Provo currently meet the profile-quality bar for this page, with an average BizScore of 51 and a top score of 59.

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. 0% of measured financial planners in Provo score 50 or higher.

Is being listed free?

Yes. Every financial planner in Provo is listed and scored for free, and claiming a listing is free too.