City
Wealth management firms in Idaho Falls, Idaho
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Idaho Falls, Idaho reported $913.2 million in regulatory assets under management; the largest by assets was Onyx Financial Advisors, LLC, with $506.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $913.2 million
- Average per firm
- $91.3 million
- SEC-registered, of those listed
- 1 of 10 (10.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Onyx Financial Advisors, LLC | SEC | $506.4 million | 1,045 |
| 2 | Spinnaker Financial Advisors, LLC | State | $102.6 million | 297 |
| 3 | Intermountain Wealth Management, Inc. | State | $90.2 million | 647 |
| 4 | Snake River Investment Counsel LLC | State | $77.8 million | 491 |
| 5 | Straight Line Investment Group, LLC | State | $56.8 million | 201 |
| 6 | Sentinel Wealth Strategies | State | $40.5 million | 470 |
| 7 | Cooper Norman Wealth, LLC | State | $15.9 million | 43 |
| 8 | Teton Crest Wealth Planning | State | $12.8 million | 262 |
| 9 | Vitality Wealth | State | $9.1 million | 59 |
| 10 | Good Better Best Financial Planning LLC | State | $1.0 million | 10 |
Wealth management firms in Idaho, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.