Wealth Managers in Idaho: Ranked Lists by City (2026)
14 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank wealth managers in 14 Idaho cities, 265 city rankings in all. The largest lists are Meridian (27), Boise (25) and Caldwell (25).
Wealth managers by city in Idaho
Every Idaho city with a ranked list of wealth managers, largest first. Each list ranks firms within 40 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 wealth managers
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 | Next Level Wealth Planning | 74 | #1 in Meridian | 5.0★ (67) |
| 2 | Wealth Wave Idaho Falls | 73 | #1 in Idaho Falls | 5.0★ (56) |
| 3 | Five Pine Wealth Management | 73 | #1 in Coeur d'Alene | 4.9★ (83) |
| 4 | Guided Seasons Wealth Advisors | 72 | #2 in Idaho Falls | 5.0★ (36) |
| 5 | Freedom Private Wealth | 72 | #2 in Meridian | 5.0★ (35) |
| 6 | Summit Wealth & Retirement Partners | 71 | #2 in Eagle | 5.0★ (29) |
| 7 | White Cloud Wealth Management | 71 | #3 in Meridian | 5.0★ (24) |
| 8 | OnePoint BFG Wealth Partners - Sean McCarthy, Wealth Management | 70 | #3 in Eagle | 5.0★ (26) |
| 9 | Legacy Wealth Management LLC | 70 | #2 in Boise | 4.7★ (38) |
| 10 | Strategic Wealth Concepts | 70 | #3 in Idaho Falls | 4.8★ (22) |