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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Idaho Falls, ID

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

126 registered advisors work in Idaho Falls; the most are at LPL Financial LLC (15). 20 list the CFP designation and 87 are also registered broker representatives.

Firms with the most advisors in Idaho Falls

FirmAdvisors in Idaho Falls
LPL Financial LLC news15
Ameriprise Financial Services, LLC news13
Edward Jones news12
Wells Fargo Advisors Financial Network, LLC news8
Onyx Financial Advisors, LLC6
Raymond James & Associates, Inc. news6
Stifel, Nicolaus & Company, Incorporated news6
Global View Capital Management LLC5
Cetera Investment Advisers LLC news4
Cooper Norman Wealth, LLC3
State Farm Investment Management Corp.3
Thrivent Investment Management Inc.3
Transamerica Financial Advisors, LLC3
Wells Fargo Clearing Services, LLC news3
Arkadios Wealth Advisors2
Cg Advisory Services2
Intermountain Wealth Management, Inc.2
Oak Lane Advisors2
Osaic Wealth, Inc. news2
Preferred Retirement Options, Inc.2
Raymond James Financial Services Advisors, Inc. news2
Snake River Investment Counsel LLC2
Townsquare Capital, LLC2
Vitality Wealth2
Captrust news1

Advisors in Idaho Falls, A to Z

CFP advisors in Idaho Falls →

Other cities in Idaho

All of Idaho →

Boise 546Meridian 223Eagle 177Coeur 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 Idaho Falls, ID?

126 investment adviser representatives are registered at firm offices in Idaho Falls, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 87 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in Idaho Falls?

LPL Financial LLC, with 15 registered advisors in Idaho Falls, followed by Ameriprise Financial Services, LLC with 13.

How do I check a financial advisor in Idaho Falls?

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.