How many financial advisors are in Idaho Falls, Idaho?

Falists lists 9 registered investment advisers with a principal office or filing address in Idaho Falls, Idaho, based on public SEC IAPD data.

How do financial advisors in Idaho Falls charge fees?

Fee structures vary by firm. In Idaho Falls, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Idaho Falls?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Idaho · 9 advisers

Financial Advisors in Idaho Falls, Idaho

Looking for a financial advisor in Idaho Falls, Idaho? Falists indexes 9 SEC-registered and state-registered investment advisers in Idaho Falls — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $506.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$506.4M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth9 Planning7 Trusts8 Retirement4 Institutional2

Top advisors in Idaho Falls

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

ONYX FINANCIAL ADVISORS, LLC

Idaho Falls, ID

AUM

$506.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +1 more

208-522-6400

Full profile Visit site →

SPINNAKER FINANCIAL ADVISORS, LLC

Idaho Falls, ID

AUM

$102.6M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

208-542-0742

Full profile Visit site →

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

Idaho Falls, ID

AUM

$90.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM

208-522-3344

Full profile Visit site →

SNAKE RIVER INVESTMENT COUNSEL LLC

Idaho Falls, ID

AUM

$77.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(208) 994-6729

Full profile Visit site →

TETON CREST WEALTH PLANNING

Idaho Falls, ID

AUM

$12.8M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

208-534-1994

Full profile Visit site →

VITALITY WEALTH

Idaho Falls, ID

AUM

$9.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM

(208) 918-4466

Full profile Visit site →

STRAIGHT LINE INVESTMENT GROUP, LLC

Idaho Falls, ID

AUM

$56.8M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM

208-542-1004

Full profileNo website

SENTINEL WEALTH STRATEGIES

Idaho Falls, ID

AUM

$40.5M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

208-538-0214

Full profileNo website

COOPER NORMAN WEALTH, LLC

Idaho Falls, ID

AUM

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

208-523-0862

Full profileNo website

More cities in Idaho

Boise (37)Eagle (14)Meridian (13)Ketchum (12)Coeur D'Alene (7)Ammon (3)Sandpoint (3)Caldwell (2)Driggs (2)Pocatello (2)Hayden (1)Lewiston (1)

Common questions

How many financial advisors are in Idaho Falls, Idaho?: 9 registered investment advisers are listed in our Idaho Falls directory, sourced from public SEC filings.
What types of advisors are in Idaho Falls?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Idaho Falls?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.