Red Cedar Wealth Advisors
“Barry Smith, our advisor, is amazing at keeping the accounts earning top dollar, for which I am eternally grateful.”
Best Financial Advisors in Pocatello, ID
10 firms listed · 8 in Pocatello · 9 rated 4.5+
Data verified October 19, 2026
Tax & Accounting Professionals
“Super professional incredibly helpful and very fast”
University Financial Group
“I think my wife and I would have missed out on good opportunities if not for Lance.”
Jodi's Tax Service
“After getting an estimate on my return from another tax preparing company, I asked for her estimate on how much I would be receiving, I was told, and received credits that I was eligible that the other company missed.”
Gateway Capital Advisory Group
“Have been working with Gateway Capital Advisory Group for a while and love their professionalism and quick action.”
HK Investment Group - Stifel
The 10 firms listed for Pocatello, 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: Pocatello, ID
Of the 10 firms we list here, 8 are in Pocatello itself and 2 come from Blackfoot (23 mi). 9 of the firms on this page have a rating, from 4.7 to 5.0 across 73 reviews. 2 have a BBB rating of A or A+. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers a free initial consultation. We have a website on file for 8 of the firms on this page; 8 publish a contact page and 7 list a public email. 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 Pocatello listed here?
8 of the 10 firms are located in Pocatello. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Larsen Financial
“I had an experience with the owner Larsen Financial years ago that was far and beyond anything that I have experienced in my years in the business world.”
Plannet
Investment Planning Group
Carol Holm Financial
Why these companies made our list
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