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
IN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN 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 toolkit

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Pocatello, ID

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

60 registered advisors work in Pocatello; the most are at Osaic Advisory Services, LLC (7). 7 list the CFP designation and 44 are also registered broker representatives.

Firms with the most advisors in Pocatello

FirmAdvisors in Pocatello
Osaic Advisory Services, LLC news7
Merit Financial Advisors6
Wells Fargo Advisors Financial Network, LLC news6
Ameriprise Financial Services, LLC news5
D.A. Davidson & Co.4
Edward Jones news4
Jordan Wealth Management4
Bankers Life Advisory Services, Inc.3
Cetera Investment Advisers LLC news3
Key Investment Services LLC3
LPL Financial LLC news3
Pfs Investments Inc.3
Gateway Financial & Estate Planning, Inc.2
Stifel, Nicolaus & Company, Incorporated news2
American Independent Securities Group, LLC1
Capital Ideas1
Liftoff Financial Planning1
Matterhorn Financial Planning1
Mwa Financial Services Inc.1
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1

Advisors in Pocatello, A to Z

CFP advisors in Pocatello →

Other cities in Idaho

All of Idaho →

Boise 546Meridian 223Eagle 177Idaho Falls 126Coeur D'Alene 104Twin 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 Pocatello, ID?

60 investment adviser representatives are registered at firm offices in Pocatello, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 44 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Pocatello?

Osaic Advisory Services, LLC, with 7 registered advisors in Pocatello, followed by Merit Financial Advisors with 6.

How do I check a financial advisor in Pocatello?

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.