Financial Planners in Idaho: Ranked Lists by City (2026)
21 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 21 Idaho cities, 841 city rankings in all. The largest lists are Post Falls (88), Meridian (80) and Eagle (79).
Financial planners by city in Idaho
Every Idaho city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
Highest RFA Scores among Idaho financial planners
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Northwestern Mutual: Eric Hess | 79 | #1 in Idaho Falls | 5.0★ (152) |
| 2 | Paramount Tax & Accounting Coeur d'Alene | 79 | #1 in Coeur d'Alene | 5.0★ (204) |
| 3 | Red Cedar Wealth Advisors | 79 | #1 in Pocatello | 4.9★ (47) |
| 4 | Treasure Valley Financial Planning | 79 | #1 in Meridian | 5.0★ (193) |
| 5 | Rockwood Stone Wealth Management LLC | 78 | #2 in Pocatello | 4.9★ (45) |
| 6 | Legacy Insurance and Financial Services | 78 | #2 in Meridian | 5.0★ (161) |
| 7 | Robinson Financial Services | 77 | #2 in Coeur d'Alene | 4.9★ (124) |
| 8 | Smith, Kunz & Associates PLLC | 77 | #1 in Rexburg | 4.6★ (119) |
| 9 | Smith, Kunz & Associates PLLC | 77 | #2 in Idaho Falls | 4.6★ (137) |
| 10 | Guidant Financial | 77 | #1 in Boise | 4.6★ (263) |