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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Boise, ID

Every SEC-registered investment adviser representative at a firm office in Boise, with the firms that employ the most of them.

546 registered advisors work in Boise; the most are at Wells Fargo Clearing Services, LLC (57). 74 list the CFP designation and 314 are also registered broker representatives.

Firms with the most advisors in Boise

FirmAdvisors in Boise
Wells Fargo Clearing Services, LLC news57
The Caprock Group, LLC29
Morgan Stanley news27
Edward Jones news25
LPL Financial LLC news22
Merrill Lynch, Pierce, Fenner & Smith Incorporated news18
Legacy Wealth Management, LLC17
Venturi Private Wealth15
D.A. Davidson & Co.13
Raymond James & Associates, Inc. news13
Cetera Investment Advisers LLC news12
UBS Financial Services Inc. news12
Stifel, Nicolaus & Company, Incorporated news11
Aspen Capital Management, LLC10
Modern Wealth Management, LLC10
RBC Capital Markets, LLC news10
Ameriprise Financial Services, LLC news9
Northwestern Mutual Investment Services, LLC9
Perspective Wealth Partners, LLC8
Charles Schwab & Co., Inc. news7
Helmstar Wealth Management7
Ancorato5
Br Wealth Management5
Commonwealth Financial Network news5
Ep Wealth Advisors5

Advisors in Boise, A to Z (first 300 of 546)

CFP advisors in Boise →

Other cities in Idaho

All of Idaho →

Meridian 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 9

Questions

How many financial advisors are in Boise, ID?

546 investment adviser representatives are registered at firm offices in Boise, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 314 of them are also registered as broker representatives, and 74 list the CFP designation.

Which firm has the most financial advisors in Boise?

Wells Fargo Clearing Services, LLC, with 57 registered advisors in Boise, followed by The Caprock Group, LLC with 29.

How do I check a financial advisor in Boise?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.