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
SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lewiston, ID

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

29 registered advisors work in Lewiston; the most are at D.A. Davidson & Co. (5). 3 list the CFP designation and 25 are also registered broker representatives.

Firms with the most advisors in Lewiston

FirmAdvisors in Lewiston
D.A. Davidson & Co.5
Edward Jones news4
Clearwater Financial Planning3
Stifel, Nicolaus & Company, Incorporated news3
Cambridge Investment Research Advisors, Inc. news2
Commonwealth Financial Network news2
State Farm Investment Management Corp.2
Wells Fargo Clearing Services, LLC news2
Elite Financial, Inc.1
Empower Advisory Group, LLC1
LPL Financial LLC news1
Northwestern Mutual Investment Services, LLC1
Osaic Advisory Services, LLC news1
Raymond James & Associates, Inc. news1

Advisors in Lewiston, A to Z

CFP advisors in Lewiston →

Other cities in Idaho

All of Idaho →

Boise 546Meridian 223Eagle 177Idaho Falls 126Coeur D'Alene 104Pocatello 60Twin Falls 54Nampa 47Ketchum 39Caldwell 31Hayden 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 Lewiston, ID?

29 investment adviser representatives are registered at firm offices in Lewiston, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Lewiston?

D.A. Davidson & Co., with 5 registered advisors in Lewiston, followed by Edward Jones with 4.

How do I check a financial advisor in Lewiston?

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.