Squire Wealth Advisors

Squire Wealth Advisors (CRD# 117750) is a financial advisory firm headquartered in Orem, UT. They manage $111,138,371 in 546 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $203,550
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, ID, UT

Financial Advisors at Squire Wealth Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Julie C. Anderson
CRD#: 4889183
1329 South 800 East, Orem, UT 84097
93
Wealthminder
score

Julie Anderson (CRD# 4889183) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 11 years of experience in the finance industry.

2
Wayne F. Barben
CRD#: 4896531
1329 South 800 East, Orem, UT 84097
93
Wealthminder
score

Wayne Barben (CRD# 4896531) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 11 years of experience in the finance industry.

3
Timothy A. Christensen
CRD#: 4485323
1329 South 800 East, Orem, UT 84097
93
Wealthminder
score

Timothy Christensen (CRD# 4485323) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 16 years of experience in the finance industry.

4
Nathan J. Larsen
CRD#: 6276835
1329 South 800 East, Orem, UT 84097
89
Wealthminder
score

Nathan Larsen (CRD# 6276835) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 2 years of experience in the finance industry.

5
David L. Archibald
CRD#: 6428399
1329 South 800 East, Orem, UT 84097
88
Wealthminder
score

David Archibald (CRD# 6428399) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has 1 year of experience in the finance industry.

6
David D. Bigler
CRD#: 6342130
1329 South 800 East, Orem, UT 84097
88
Wealthminder
score

David Bigler (CRD# 6342130) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 2 years of experience in the finance industry.

7
Job F. Pingree
CRD#: 1563460
1329 South 800 East, Orem, UT 84097
87
Wealthminder
score

Job Pingree (CRD# 1563460) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has 1 year of experience in the finance industry.

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