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Best Financial Planners in Orem, Utah

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Rankings use the published BizScore formulas. How we score

3Financial Planners scored in Orem
59Average BizScore
65Top BizScore
33%AI Visibility 50 or higher
77Average SEO score
5.0Average Google rating (2 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
SEO73
  • 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...

Ranked #1 of 4 Financial Planner listings in OremScores updated Jun 26, 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
SEO81
  • 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...

Ranked #2 of 4 Financial Planner listings in OremScores updated Jul 18, 2026
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Peterson Wealth Advisors website

Score breakdown

AI Visibility32
SEO76
  • Financial Planner
  • Orem, Utah
  • (801) 225-0000
  • petersonwealthadvisors.com

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...

Ranked #3 of 4 Financial Planner listings in OremScores updated Jun 9, 2026
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BizScoreAI ranks 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. Rankings come from the scores, never from paid placement. 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 ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

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 59 and a top score of 65.

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.