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
| $45,036,368 | 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.
Methodology
To generate our top financial advisors list in Idaho Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Idaho Falls. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesConsulting
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.
Methodology
To generate our top financial advisors list in Idaho Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Idaho Falls. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.