Five Pine Wealth Management
“ He is incredibly generous with his time, patient, and answers every question in a thoughtful and straightforward way that is easy to understand.”
Best Financial Advisors in Coeur d'Alene, ID
15 firms listed · 9 in Coeur d'Alene · 1 open weekends · 11 rated 4.5+ · 2 show a license
Data verified October 19, 2026
McCampbell Insurance
“Kim has been nothing short of spectacular and easy to work with.”
Financial Strategies
“Tim helped me with my finances for 27 years,including 16 years helping me run a successful small business.”
Pinkerton Wealth Management
“I lightly mentioned my dissatisfaction, and the next thing I know, she researched it and found a refund of over $400 needed to come my way!”
Magnuson, McHugh, Dougherty Certified Public Accountants
“Tyler always makes tax season easy!”
Schrette & Lee Wealth Management
The 15 firms listed for Coeur d'Alene, ID provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Coeur d'Alene, ID
Of the 15 firms we list here, 9 are in Coeur d'Alene itself and 6 come from Hayden (3, 3 mi) and Post Falls (1, 7 mi). 13 of the firms on this page have a rating, from 4.0 to 5.0 across 156 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Coeur d'Alene listed here?
9 of the 15 firms are located in Coeur d'Alene. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Fellowship Financial Planning
“They cover the details and provide top of the line service.”
Coeur D Alene Financial Advisor
Christiansen Wealth Management
Alpha 3 Wealth Management
“The professionalism, response times, and care is truly what sets them apart!”
Compass Financial By Altmeyer
“I've had a few and couldn't mention someone better.”
White Pine Wealth
“I really appreciate his thoughtful approach and the way he made sure I felt confident in my financial decisions.”
Shannon Clark - Financial Coach
“So, if you are thinking about contacting a financial coach or are in need of one to help point you in the right financial direction, I recommend signing up for a free consultation with Shannon, you will not be disappointed”
Great Northern Wealth Management
Emerge Financial Coaching
“She was extremely patient with all of my questions and gave me some solid next steps to help me move in the right direction.”
Why these companies made our list
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