Poston Denney & Killpack
“Well thank my lucky stars because Levi was able to solve my issue within a few months after I had been dealing with it for three and a half years.”
Best Financial Advisors in Idaho Falls, ID
15 firms listed · all 15 in Idaho Falls · 10 rated 4.5+
Data verified October 19, 2026
Wealth Wave Idaho Falls
“I took a financial class at the fair, it was very helpful!”
Spinnaker Financial Advisors
“You and Dani have made us feel comfortable with our finances being in your capable hands.”
Onyx Financial Advisors
“I met with Jonathan and very much appreciated the time and sincerity he put into discussing our financial future.”
Snake River Investment Counsel
“Christian Moon is not just your average financial sales guy, he truly acts as a fiduciary and really cares about his clients.”
Cornerstone Advisory Group
“Matt not only answered my questions with ease, he explained the answers that it was easy for me to understand.”
The 15 firms listed for Idaho Falls, 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: Idaho Falls, ID
All 15 firms we list here are in Idaho Falls itself. We have 16 firms in Idaho Falls on file; this page shows the highest-rated 15. 11 of the firms on this page have a rating, from 4.2 to 5.0 across 139 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (88%) and quality (68%). The services the firms on this page list most often on their websites are tax planning (3), estate planning (2), investment management (2) and investments (2). 3 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1999. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 12 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Trimp Wealth Management
“It was nice to be able to go in and tell him more about us and what our needs and interests are so they can design a plan that would work well for us.”
Strategic Wealth Concepts
“They not only have quite a suite of products to choose from but they educate you so that you know what you need to in order to make a good decision.”
Global View Capital Advisors
“Now that I've invested with Global View, my savings account is generating a great return while still being liquid in case of emergencies.”
Frontier Investments
“Honest people doing their best to help others plan and be financially sound.”
Edge Financial Advisors
“They have helped us lower our rates and move to better finances.”
Fresh Air Financial
Retirement
Teton Wealth Management
Intermountain Wealth Management
Why these companies made our list
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