Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Idaho

Every SEC-registered investment adviser representative in Idaho, by the city of the firm office they work from.

1,881 registered advisors work in Idaho, across 100 cities; the most are in Boise (546).

Cities in Idaho

CFP advisors in Idaho →

Boise 546Meridian 223Eagle 177Idaho Falls 126Coeur D'Alene 104Pocatello 60Twin Falls 54Nampa 47Ketchum 39Caldwell 31Lewiston 29Hayden 28Rexburg 24Sandpoint 22Moscow 20Post Falls 20Hailey 18Blackfoot 16Coeur D Alene 16Ammon 15Star 14Burley 12Garden City 11Driggs 9Middleton 9Emmett 8Mountain Home 8Grangeville 7Kuna 7Bonners Ferry 5Priest River 5Rigby 5Sun Valley 5Chubbuck 4Coeur D' Alene 4Fruitland 4Meridiam 4Victor 4Dalton Gardens 3Jerome 3Mc Call 3McCall 3Rathdrum 3

54 smaller places with one or two advisors are in the advisor search.

Firms based in Idaho: largest RIAs in Idaho. Source: the SEC's Investment Adviser Public Disclosure daily file; broker-only representatives aren't included.

Other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska