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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sun Valley, ID

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

5 registered advisors work in Sun Valley; the most are at Rutherford Investment Management (2). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Sun Valley

FirmAdvisors in Sun Valley
Rutherford Investment Management2
Gregory Lyle & Co.1
Morgan Stanley news1
Steward Partners Investment Advisory, LLC news1

Advisors in Sun Valley, A to Z

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Other cities in Idaho

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Boise 568Meridian 225Eagle 202Idaho Falls 131Coeur D'Alene 107Pocatello 59Twin Falls 58Nampa 54Ketchum 46Caldwell 32Lewiston 31Hayden 27Rexburg 25Moscow 22Sandpoint 22Hailey 19Post Falls 18Blackfoot 16Ammon 15Coeur D Alene 15Burley 12Garden City 12Star 11Grangeville 9

Questions

How many financial advisors are in Sun Valley, ID?

5 investment adviser representatives are registered at firm offices in Sun Valley, Idaho, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Sun Valley?

Rutherford Investment Management, with 2 registered advisors in Sun Valley, followed by Gregory Lyle & Co. with 1.

How do I check a financial advisor in Sun Valley?

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.