Top financial advisors in Idaho Falls, ID
We've curated a list of the best financial advisors in Idaho Falls, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $45,036,368 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Idaho Falls, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Intermountain Wealth Management, Inc.
Intermountain Wealth Management, Inc. is a Registered Investment Advisor established on April 10, 2009, by principal owner Bryce Anderson. The firm specializes in providing investment advice and portfolio management services, including stocks, bonds, mutual funds, ETFs, and cash, based on technical and fundamental analysis. Clients can choose from various investment models based on their risk tolerance and return expectations. The firm also offers financial planning services at no additional fee, integrated into the portfolio management fee structure. Clients have the option to self-direct their investments or utilize the firm's investment models. Intermountain Wealth Management operates on a fee-only basis, charging a percentage of assets under management (AUM) as the annual fee. The fee structure varies based on the AUM and investment model selected. The firm does not receive commissions or compensation for recommending specific investment products. Clients are billed quarterly in arrears, with fees debited directly from their accounts. The firm manages assets on a discretionary basis, with $64,105,849 managed on a discretionary basis and $16,852,298 on a non-discretionary basis as of 2/5/2025, totaling $80,958,147 under management. Intermountain Wealth Management acts as a fiduciary, providing investment advice in the best interests of clients.
$45,036,368 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Consulting
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Idaho Falls, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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