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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Meridian, ID

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

223 registered advisors work in Meridian; the most are at Inspire Advisors, LLC (35). 34 list the CFP designation and 118 are also registered broker representatives.

Firms with the most advisors in Meridian

FirmAdvisors in Meridian
Inspire Advisors, LLC35
Edward Jones news24
LPL Financial LLC news23
Pfs Investments Inc.16
Inspire Investing, LLC10
Desert Rose Capital Management, Inc.8
Strategic Advisers LLC8
Treasure Valley Financial Planning8
Cetera Investment Advisers LLC news7
Osaic Advisory Services, LLC news6
Cambridge Investment Research Advisors, Inc. news5
Clear Creek Financial Management, LLC5
Doceo Wealth, LLC5
Next Level Wealth Planning, LLC5
MML Investors Services, LLC4
Mustard Seed Financial3
Oneamerica Securities, Inc.3
Coppell Advisory Solutions LLC2
Creative Financial Designs, Inc.2
Legacy Wealth Management, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Raymond James & Associates, Inc. news2
Retire Sensibly LLC2
State Farm Investment Management Corp.2

Advisors in Meridian, A to Z

CFP advisors in Meridian →

Other cities in Idaho

All of Idaho →

Boise 546Eagle 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 Meridian, ID?

223 investment adviser representatives are registered at firm offices in Meridian, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 118 of them are also registered as broker representatives, and 34 list the CFP designation.

Which firm has the most financial advisors in Meridian?

Inspire Advisors, LLC, with 35 registered advisors in Meridian, followed by Edward Jones with 24.

How do I check a financial advisor in Meridian?

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.