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Best Financial Planner in Idaho

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Top Financial Planner Listings in Idaho

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Showing 1-50 of 69 Financial Planner listings in Idaho · page 1 of 2

#1Rockwood Stone Wealth Management LLC

4.9 Google rating

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Rockwood Stone Wealth Management LLC website

Score breakdown

AI Visibility77
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Pocatello, Idaho
  • (208) 233-1122
  • rockwoodstone.com

Rockwood Stone Wealth Management LLC is a Financial Planner in Pocatello, Idaho. The business provides professional services and specializes in high-quality materials and custom solutions for residential and commercial projects. The business specializes in...

Category rank by BizScore: #1 of 6 Financial Planner listings in PocatelloScores updated Jul 4, 2026

#2Merit Financial Advisors of Pocatello

5.0 Google rating

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Merit Financial Advisors of Pocatello website

Score breakdown

AI Visibility62
AI Ready-
SEO87
Freshness-
  • Financial Planner
  • Pocatello, Idaho
  • (208) 233-0080
  • meritfinancialadvisors.com

Merit Financial Advisors of Pocatello is a financial planner in Pocatello, Idaho. The firm provides financial planning, wealth management, life transitions planning, insurance planning, and business planning. Its financial plans are built around each client's...

Category rank by BizScore: #3 of 6 Financial Planner listings in PocatelloScores updated Jun 7, 2026

#3Snake River Investment Counsel

5.0 Google rating · 22 reviews

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Snake River Investment Counsel website

Score breakdown

AI Visibility64
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Idaho Falls, Idaho
  • (208) 994-6729
  • indyfin.com

Snake River Investment Counsel is a Financial Planner in Idaho Falls, ID. They offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, and assistance with the selection of other advisers. With...

Category rank by BizScore: #1 of 9 Financial Planner listings in Idaho FallsScores updated Jul 4, 2026

#4Modern Wealth Management - Boise

4.6 Google rating · 1 review

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Modern Wealth Management - Boise website

Score breakdown

AI Visibility58
AI Ready70
SEO76
Freshness100
  • Financial Planner
  • Boise, Idaho
  • (208) 853-2000
  • modwm.com

Modern Wealth Management - Boise is a financial planner in Boise, Idaho. The firm provides a full suite of wealth management services, including financial planning, investments, taxes, estate planning, insurance, and retirement plans. Serving clients in Boise...

Category rank by BizScore: #2 of 15 Financial Planner listings in BoiseScores updated Oct 23, 2026
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Mariner of Boise website

Score breakdown

AI Visibility66
AI Ready32
SEO72
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 584-5930
  • marinerfinance.com

Mariner of Boise: Mariner is a Financial Planner in Boise, ID. The company provides personalized personal loans designed to meet immediate needs, including options for debt consolidation, car loans, vacation loans, and home improvement. Mariner Finance serves communities...

Category rank by BizScore: #1 of 15 Financial Planner listings in BoiseScores updated Oct 22, 2026

#6Thrivent of Coeur d'Alene

5.0 Google rating · 2 reviews

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Thrivent of Coeur d'Alene website

Score breakdown

AI Visibility41
AI Ready-
SEO84
Freshness-
  • Financial Planner
  • Coeur d'Alene, Idaho
  • (208) 664-6909
  • thrivent.com
Category rank by BizScore: #1 of 6 Financial Planner listings in Coeur d'AleneScores updated Jul 4, 2026

#7Larsen Financial of Pocatello

5.0 Google rating

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Larsen Financial of Pocatello website

Score breakdown

AI Visibility48
AI Ready-
SEO82
Freshness-
  • Financial Planner
  • Pocatello, Idaho
  • (208) 237-6695
  • larsensmfg.com
Category rank by BizScore: #5 of 6 Financial Planner listings in PocatelloScores updated Sep 17, 2026

#8Christensen Jackson Stone & Hart, PLLC

4.8 Google rating · 10 reviews

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Christensen Jackson Stone & Hart, PLLC website

Score breakdown

AI Visibility51
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Caldwell, Idaho
  • (208) 459-0021
  • christensenusa.com
Category rank by BizScore: #2 of 10 Financial Planner listings in CaldwellScores updated Jun 10, 2026

#9Northwestern Mutual of Boise

4.1 Google rating

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Northwestern Mutual of Boise website

Score breakdown

AI Visibility48
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 383-0210
  • northwesternmutual.com

Northwestern Mutual of Boise: Northwestern Mutual is a Financial Planner in Boise, ID. They offer personalized financial plans and top-rated services including life insurance, retirement planning, college savings plans, private wealth management, estate planning, long-term care solutions...

Category rank by BizScore: #4 of 15 Financial Planner listings in BoiseScores updated Sep 19, 2026
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Northwestern Mutual Financial of Nampa website

Score breakdown

AI Visibility48
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (513) 366-3600
  • northwesternmutual.com

Northwestern Mutual Financial of Nampa: Northwestern Mutual Financial is a Financial Planner in Nampa, ID. They provide personalized financial plans and top-rated services including life insurance, retirement planning, college savings plans, estate planning, and disability insurance. Their...

Category rank by BizScore: #3 of 16 Financial Planner listings in NampaScores updated Sep 18, 2026

#11Roundstone Wealth Management of Nampa

5.0 Google rating

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Roundstone Wealth Management of Nampa website

Score breakdown

AI Visibility34
AI Ready-
SEO86
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 461-6800
  • roundstoneinsurance.com

Roundstone Wealth Management of Nampa: Roundstone Wealth Management is a financial planner in Nampa, Idaho. The firm serves small and midsize businesses and the insurance advisors who work with them, with a focus on self-funded group medical captive insurance. Its captive model pools employers...

Category rank by BizScore: #4 of 16 Financial Planner listings in NampaScores updated Jun 7, 2026

#12Northwestern Mutual - Layne Financial

5.0 Google rating

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Northwestern Mutual - Layne Financial website

Score breakdown

AI Visibility48
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Twin Falls, Idaho
  • (208) 733-7611
  • northwesternmutual.com

Northwestern Mutual - Layne Financial is a Financial Planner in Twin Falls, ID. They provide personalized financial plans, top-rated services, and life insurance through their comprehensive offerings including retirement planning, estate planning, private...

Category rank by BizScore: #1 of 7 Financial Planner listings in Twin FallsScores updated Sep 17, 2026

#13Suncrest Advisors - Idaho of Post Falls

5.0 Google rating · 18 reviews

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Suncrest Advisors - Idaho of Post Falls website

Score breakdown

AI Visibility45
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Post Falls, Idaho
  • (208) 542-1010
  • suncrestcare.com
Category rank by BizScore: #2 of 7 Financial Planner listings in Post FallsScores updated Jul 4, 2026

#14Mercer Advisors - Boise - Downtown

5.0 Google rating · 1 review

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Mercer Advisors - Boise - Downtown website

Score breakdown

AI Visibility42
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (888) 920-1320
  • mercer.com
Category rank by BizScore: #6 of 15 Financial Planner listings in BoiseScores updated Sep 19, 2026

#15Raymond James & Associates of Boise

5.0 Google rating

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R

Score breakdown

AI Visibility50
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 908-6140
  • raymondjames.com
Category rank by BizScore: #5 of 15 Financial Planner listings in BoiseScores updated Jun 7, 2026

#16Edward Jones - Financial Advisor: Rodney A Emery

5.0 Google rating

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Edward Jones - Financial Advisor: Rodney A Emery website

Score breakdown

AI Visibility55
AI Ready22
SEO64
Freshness100
  • Financial Planner
  • Nampa, Idaho
  • (208) 467-1846
  • edwardjones.com
Category rank by BizScore: #2 of 16 Financial Planner listings in NampaScores updated Oct 24, 2026
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HI Financial website

Score breakdown

AI Visibility59
AI Ready-
SEO58
Freshness-
  • Financial Planner
  • Meridian, Idaho
  • (208) 846-7230
  • hifcfp.com
Category rank by BizScore: #1 of 16 Financial Planner listings in MeridianScores updated Jun 15, 2026

#18White Cloud Wealth Management of Meridian

5.0 Google rating

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White Cloud Wealth Management of Meridian website

Score breakdown

AI Visibility42
AI Ready44
SEO77
Freshness100
  • Financial Planner
  • Meridian, Idaho
  • (208) 795-5123
  • whitecloudwm.com

White Cloud Wealth Management of Meridian: White Cloud Wealth Management is a wealth management firm in Mountain Home, ID. The firm provides specialized financial planning services for mid-career professionals and pre-retirees or retirees. Their certified financial planners offer tailored advice to...

Category rank by BizScore: #5 of 16 Financial Planner listings in MeridianScores updated Oct 24, 2026

#19Edward Jones - Financial Advisor: Wendy L Barrington

5.0 Google rating

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Edward Jones - Financial Advisor: Wendy L Barrington website

Score breakdown

AI Visibility40
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 899-8132
  • edwardjones.com
Category rank by BizScore: #5 of 16 Financial Planner listings in NampaScores updated Sep 23, 2026

#20Edward Jones - Financial Advisor: Annie Smith

5.0 Google rating · 1 review

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E

Score breakdown

AI Visibility40
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Caldwell, Idaho
  • (208) 744-6111
  • edwardjones.com

Edward Jones - Financial Advisor: Annie Smith is a financial planner in Caldwell, ID, serving individuals and families with personalized wealth management and long-term financial planning. Specializing in retirement planning, investment management, and estate...

Category rank by BizScore: #3 of 10 Financial Planner listings in CaldwellScores updated Sep 18, 2026

#21Wealth Enhancement Group of Boise

5.0 Google rating · 1 review

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Wealth Enhancement Group of Boise website

Score breakdown

AI Visibility38
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 343-7556
  • wealthenhancement.com

Wealth Enhancement Group of Boise is a Financial Planner in Boise, ID, located at 877 West Main Street. The firm provides financial management, advisory, and retirement planning solutions to clients in the greater Boise area. Its team of financial...

Category rank by BizScore: #7 of 15 Financial Planner listings in BoiseScores updated Jun 26, 2026
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Northwestern Mutual of Nampa website

Score breakdown

AI Visibility34
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 467-6508
  • northwestern.edu
Category rank by BizScore: #8 of 16 Financial Planner listings in NampaScores updated Sep 28, 2026

#23Treasure Valley Financial Planning of Nampa

5.0 Google rating

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Treasure Valley Financial Planning of Nampa website

Score breakdown

AI Visibility34
AI Ready-
SEO83
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 789-0888
  • treasurenet.com

Treasure Valley Financial Planning of Nampa: Treasure Valley Financial Planning is a financial planner in Nampa, Idaho, serving individuals and families with personalized financial strategies, retirement planning, and investment guidance. The business specializes in helping clients build long-term...

Category rank by BizScore: #9 of 16 Financial Planner listings in NampaScores updated Sep 19, 2026

#24Raymond James & Associates of Twin Falls

3.0 Google rating

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R

Score breakdown

AI Visibility45
AI Ready-
SEO63
Freshness-
  • Financial Planner
  • Twin Falls, Idaho
  • (208) 944-3993
  • raymondjames.com
Category rank by BizScore: #3 of 7 Financial Planner listings in Twin FallsScores updated Jun 7, 2026

#25Aspen Capital Management

5.0 Google rating · 1 review

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Aspen Capital Management website

Score breakdown

AI Visibility41
AI Ready29
SEO67
Freshness100
  • Financial Planner
  • Boise, Idaho
  • (208) 345-0174
  • aspencapitalmgmt.com

Aspen Capital Management is a financial planner in Boise, Idaho. This fee-only Registered Investment Advisor specializes in comprehensive financial planning, diversified portfolio management, and customized investment solutions for clients located across the...

Category rank by BizScore: #10 of 15 Financial Planner listings in BoiseScores updated Oct 26, 2026

#26Fidelity Investments of Boise

3.5 Google rating

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F

Score breakdown

AI Visibility40
AI Ready-
SEO69
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (800) 544-5180
  • fidelity.com
Category rank by BizScore: #11 of 15 Financial Planner listings in BoiseScores updated Jun 29, 2026
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Ameriprise Financial of Nampa website

Score breakdown

AI Visibility34
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 938-4416
  • ameriprise.com

Ameriprise Financial of Nampa: Ameriprise Financial offers comprehensive financial planning and wealth management services to help individuals achieve their retirement goals and manage their assets effectively.

Category rank by BizScore: #10 of 16 Financial Planner listings in NampaScores updated Sep 20, 2026

#28Elison Financial Group, LLC

5.0 Google rating · 5 reviews

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Elison Financial Group, LLC website

Score breakdown

AI Visibility33
AI Ready-
SEO77
Freshness-
  • Financial Planner
  • Caldwell, Idaho
  • (208) 454-0524
  • ellisonfh.com
Category rank by BizScore: #5 of 10 Financial Planner listings in CaldwellScores updated Jul 4, 2026

#29Primerica Financial Services of Lewiston

5.0 Google rating · 1 review

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Primerica Financial Services of Lewiston website

Score breakdown

AI Visibility35
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • Lewiston, Idaho
  • (208) 305-7916
  • primerica.com
Category rank by BizScore: #8 of 16 Financial Planner listings in LewistonScores updated Jul 4, 2026

#30Northwestern Mutual of Lewiston

5.0 Google rating · 1 review

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Northwestern Mutual of Lewiston website

Score breakdown

AI Visibility34
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Lewiston, Idaho
  • (208) 743-8561
  • northwestern.edu
Category rank by BizScore: #9 of 16 Financial Planner listings in LewistonScores updated Sep 21, 2026

#31Elevant Wealth

5.0 Google rating

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Elevant Wealth website

Score breakdown

AI Visibility37
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Twin Falls, Idaho
  • (208) 732-7695
  • elevantwealth.com

Elevant Wealth is a financial planner in Twin Falls, Idaho. The firm provides comprehensive financial planning services designed to help clients pursue financial freedom through specialized strategies in wealth accumulation, risk management, tax planning...

Category rank by BizScore: #6 of 7 Financial Planner listings in Twin FallsScores updated Jul 4, 2026
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Edward Jones - Financial Advisor: Dillon Blankenship, AAMS® website

Score breakdown

AI Visibility42
AI Ready22
SEO64
Freshness100
  • Financial Planner
  • Star, Idaho
  • (208) 898-4186
  • edwardjones.com
Scores updated Oct 27, 2026
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Northwestern Mutual - The Rigenhagen Financial Group website

Score breakdown

AI Visibility35
AI Ready0
SEO64
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 467-6508
  • northwestern.edu
Category rank by BizScore: #7 of 16 Financial Planner listings in NampaScores updated Oct 25, 2026

#34Merrill Lynch Wealth Management of Boise

5.0 Google rating

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Merrill Lynch Wealth Management of Boise website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 338-3111
  • mymerrill.com

Merrill Lynch Wealth Management of Boise: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #14 of 15 Financial Planner listings in BoiseScores updated Sep 19, 2026
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Edward Jones - Financial Advisor: Jeff Bollinger, CFP®|AAMS® website

Score breakdown

AI Visibility40
AI Ready22
SEO64
Freshness100
  • Financial Planner
  • Moscow, Idaho
  • (208) 882-4474
  • edwardjones.com
Category rank by BizScore: #2 of 3 Financial Planner listings in MoscowScores updated Oct 25, 2026
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Provident Financial Services website

Score breakdown

AI Visibility35
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 371-4696
  • provident.com

Provident Financial Services is a Financial Planner in Nampa, ID. They offer services such as home purchase and refinance loans to their clients, emphasizing low rates and great service. Their expertise lies in providing comprehensive financial planning...

Category rank by BizScore: #12 of 16 Financial Planner listings in NampaScores updated Jun 26, 2026

#37Northwestern Mutual: Eric Hess

5.0 Google rating · 153 reviews

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Northwestern Mutual: Eric Hess website

Score breakdown

AI Visibility35
AI Ready0
SEO64
Freshness-
  • Financial Planner
  • Idaho Falls, Idaho
  • (208) 228-5244
  • northwestern.edu
Category rank by BizScore: #4 of 9 Financial Planner listings in Idaho FallsScores updated Oct 25, 2026

#38Wealth Wave Idaho Falls

5.0 Google rating

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Wealth Wave Idaho Falls website

Score breakdown

AI Visibility31
AI Ready-
SEO66
Freshness-
  • Financial Planner
  • Idaho Falls, Idaho
  • (208) 523-7416
  • wealthwave.com
Category rank by BizScore: #5 of 9 Financial Planner listings in Idaho FallsScores updated Jul 4, 2026

#39Hawke Financial of Boise

4.8 Google rating · 17 reviews

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Hawke Financial of Boise website

Score breakdown

AI Visibility32
AI Ready5
SEO62
Freshness15
  • Financial Planner
  • Boise, Idaho
  • (208) 855-9400
  • us.hawkeoptics.com
Category rank by BizScore: #15 of 15 Financial Planner listings in BoiseScores updated Oct 23, 2026

#40Edge Financial Advisors of Idaho Falls

5.0 Google rating · 3 reviews

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Edge Financial Advisors of Idaho Falls website

Score breakdown

AI Visibility29
AI Ready-
SEO66
Freshness-
  • Financial Planner
  • Idaho Falls, Idaho
  • (208) 419-8396
  • edgefinancialadvisors.com
Category rank by BizScore: #7 of 9 Financial Planner listings in Idaho FallsScores updated Jun 7, 2026

#41Mayes Financial Planning

5.0 Google rating

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Mayes Financial Planning website

Score breakdown

AI Visibility33
AI Ready-
SEO51
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 475-1342
  • mayesmortuary.com

Mayes Financial Planning: When a loved one dies, the world can suddenly feel unsteady. At Mayes Mortuary, we’re here to help. Contact us for funeral support near Morristown, TN.

Category rank by BizScore: #13 of 16 Financial Planner listings in NampaScores updated Oct 24, 2026

#42Paradigm Financial - Moscow

5.0 Google rating

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Paradigm Financial - Moscow website

Score breakdown

AI Visibility25
AI Ready-
SEO59
Freshness-
  • Financial Planner
  • Moscow, Idaho
  • (208) 596-7174
  • paradigm.com
Scores updated Oct 5, 2026

#43Robinson Financial Services

5.0 Google rating · 121 reviews

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Robinson Financial Services website

Score breakdown

AI Visibility33
AI Ready-
SEO49
Freshness-
  • Financial Planner
  • Coeur d'Alene, Idaho
  • (208) 719-9001
  • robinsonfinancial.com
Category rank by BizScore: #4 of 6 Financial Planner listings in Coeur d'AleneScores updated Sep 27, 2026

#44Eric Boyum Inspire Advisors Northwest Group

5.0 Google rating · 18 reviews

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Eric Boyum Inspire Advisors Northwest Group website

Score breakdown

AI Visibility16
AI Ready-
SEO66
Freshness-
  • Financial Planner
  • Caldwell, Idaho
  • (208) 408-1777
  • inspireadvisors.com

Eric Boyum Inspire Advisors Northwest Group: ERIC is an online library of education research and information, sponsored by the Institute of Education Sciences (IES) of the U.S. Department of Education.

Category rank by BizScore: #8 of 10 Financial Planner listings in CaldwellScores updated Jul 4, 2026

#45Spinnaker Financial Advisors, LLC

5.0 Google rating · 3 reviews

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Spinnaker Financial Advisors, LLC website

Score breakdown

AI Visibility28
AI Ready10
SEO52
Freshness100
  • Financial Planner
  • Idaho Falls, Idaho
  • (208) 542-0742
  • spinnaker.io
Category rank by BizScore: #8 of 9 Financial Planner listings in Idaho FallsScores updated Oct 23, 2026
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Bright Star Financial Advisors website

Score breakdown

AI Visibility33
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Pocatello, Idaho
  • (208) 915-5090
  • brightstaradvisors.com
Category rank by BizScore: #6 of 6 Financial Planner listings in PocatelloScores updated Oct 25, 2026

#47Northwestern Mutual - Coeur D Alene

1.0 Google rating · 1 review

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Northwestern Mutual - Coeur D Alene website

Score breakdown

AI Visibility14
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • Coeur d'Alene, Idaho
  • (208) 882-7711
  • northwesternmutual.com

Northwestern Mutual - Coeur D Alene is a Financial Planner in Coeur d'Alene, ID. They offer personalized financial plans and top-rated services including life insurance, retirement planning, estate planning, and disability insurance, serving clients with...

Category rank by BizScore: #5 of 6 Financial Planner listings in Coeur d'AleneScores updated Jul 28, 2026

#48Edward Jones - Financial Advisor: Matt Wade, CEPA®

5.0 Google rating

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Edward Jones - Financial Advisor: Matt Wade, CEPA® website

Score breakdown

AI Visibility0
AI Ready48
SEO68
Freshness100
  • Financial Planner
  • Nampa, Idaho
  • (208) 903-2743
  • edwardjones.com

Edward Jones - Financial Advisor: Matt Wade, CEPA® is a Financial Planner in Nampa, ID, located at 142 S Midland Blvd. Matt Wade serves clients of all asset levels and is currently accepting new clients. He holds the Certified Exit Planning Advisor® (CEPA®)...

Category rank by BizScore: #16 of 16 Financial Planner listings in NampaScores updated Oct 23, 2026

#49Hawke Financial of Meridian

4.8 Google rating · 17 reviews

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Hawke Financial of Meridian website

Score breakdown

AI Visibility21
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Meridian, Idaho
  • (208) 855-9400
  • hawkefinancial.com
Category rank by BizScore: #10 of 16 Financial Planner listings in MeridianScores updated Oct 27, 2026

#50Pinkerton Wealth Management

4.3 Google rating · 6 reviews

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Pinkerton Wealth Management website

Score breakdown

AI Visibility10
AI Ready-
SEO44
Freshness-
  • Financial Planner
  • Coeur d'Alene, Idaho
  • (208) 667-8998
  • pinkertonwealth.com
Category rank by BizScore: #6 of 6 Financial Planner listings in Coeur d'AleneScores updated Jul 28, 2026
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Recently Updated Financial Planner in Idaho

Business profiles with freshly refreshed About sections.

Rockwood Stone Wealth Management LLC

4.9 Google rating

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Rockwood Stone Wealth Management LLC website

Score breakdown

AI Visibility77
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Pocatello, Idaho
  • (208) 233-1122
  • rockwoodstone.com

Rockwood Stone Wealth Management LLC is a Financial Planner in Pocatello, Idaho. The business provides professional services and specializes in high-quality materials and custom solutions for residential and commercial projects. The business specializes in...

Category rank by BizScore: #1 of 6 Financial Planner listings in PocatelloScores updated Jul 4, 2026About refreshed Aug 1, 2026

Merit Financial Advisors of Pocatello

5.0 Google rating

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Merit Financial Advisors of Pocatello website

Score breakdown

AI Visibility62
AI Ready-
SEO87
Freshness-
  • Financial Planner
  • Pocatello, Idaho
  • (208) 233-0080
  • meritfinancialadvisors.com

Merit Financial Advisors of Pocatello is a financial planner in Pocatello, Idaho. The firm provides financial planning, wealth management, life transitions planning, insurance planning, and business planning. Its financial plans are built around each client's...

Category rank by BizScore: #3 of 6 Financial Planner listings in PocatelloScores updated Jun 7, 2026About refreshed Oct 1, 2026

Roundstone Wealth Management of Nampa

5.0 Google rating

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Roundstone Wealth Management of Nampa website

Score breakdown

AI Visibility34
AI Ready-
SEO86
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 461-6800
  • roundstoneinsurance.com

Roundstone Wealth Management of Nampa: Roundstone Wealth Management is a financial planner in Nampa, Idaho. The firm serves small and midsize businesses and the insurance advisors who work with them, with a focus on self-funded group medical captive insurance. Its captive model pools employers...

Category rank by BizScore: #4 of 16 Financial Planner listings in NampaScores updated Jun 7, 2026About refreshed Oct 5, 2026

Edward Jones - Financial Advisor: Annie Smith

5.0 Google rating · 1 review

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E

Score breakdown

AI Visibility40
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Caldwell, Idaho
  • (208) 744-6111
  • edwardjones.com

Edward Jones - Financial Advisor: Annie Smith is a financial planner in Caldwell, ID, serving individuals and families with personalized wealth management and long-term financial planning. Specializing in retirement planning, investment management, and estate...

Category rank by BizScore: #3 of 10 Financial Planner listings in CaldwellScores updated Sep 18, 2026About refreshed Sep 9, 2026

Wealth Enhancement Group of Boise

5.0 Google rating · 1 review

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Wealth Enhancement Group of Boise website

Score breakdown

AI Visibility38
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 343-7556
  • wealthenhancement.com

Wealth Enhancement Group of Boise is a Financial Planner in Boise, ID, located at 877 West Main Street. The firm provides financial management, advisory, and retirement planning solutions to clients in the greater Boise area. Its team of financial...

Category rank by BizScore: #7 of 15 Financial Planner listings in BoiseScores updated Jun 26, 2026About refreshed Oct 11, 2026

Elevant Wealth

5.0 Google rating

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Elevant Wealth website

Score breakdown

AI Visibility37
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Twin Falls, Idaho
  • (208) 732-7695
  • elevantwealth.com

Elevant Wealth is a financial planner in Twin Falls, Idaho. The firm provides comprehensive financial planning services designed to help clients pursue financial freedom through specialized strategies in wealth accumulation, risk management, tax planning...

Category rank by BizScore: #6 of 7 Financial Planner listings in Twin FallsScores updated Jul 4, 2026About refreshed Jul 31, 2026
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Edward Jones - Financial Advisor: Matt Wade, CEPA® website

Score breakdown

AI Visibility0
AI Ready48
SEO68
Freshness100
  • Financial Planner
  • Nampa, Idaho
  • (208) 903-2743
  • edwardjones.com

Edward Jones - Financial Advisor: Matt Wade, CEPA® is a Financial Planner in Nampa, ID, located at 142 S Midland Blvd. Matt Wade serves clients of all asset levels and is currently accepting new clients. He holds the Certified Exit Planning Advisor® (CEPA®)...

Category rank by BizScore: #16 of 16 Financial Planner listings in NampaScores updated Oct 23, 2026About refreshed Oct 2, 2026

Edward Jones - Financial Advisor: Ryan S Ross

5.0 Google rating

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Edward Jones - Financial Advisor: Ryan S Ross website

Score breakdown

AI Visibility0
AI Ready-
SEO51
Freshness-
  • Financial Planner
  • Nampa, Idaho
  • (208) 936-7852
  • edwardjones.com

Edward Jones - Financial Advisor: Ryan S Ross is a financial planner in Nampa, ID, serving individuals seeking personalized financial guidance. The practice works with new investors, retail professionals, and clients interested in charitable giving...

Category rank by BizScore: #14 of 16 Financial Planner listings in NampaScores updated Sep 23, 2026About refreshed Sep 25, 2026

What the Data Shows for Financial Planners in Idaho

69financial planners scored in Idaho
49Average BizScore
77Top BizScore
15%AI Visibility 50 or higher
65Average SEO score
4.8Average Google rating (57 rated)
0Claimed by the owner

15% of the 61 financial planners we measured in Idaho reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 32, compared with an average SEO score of 65.

The average Google rating across 57 rated financial planners is 4.8, and the median listing has 3 reviews.

None of the 69 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.

Looking for the best financial planner in Idaho? BizScoreAI scores 69 Financial Planner listings across Idaho on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.

Frequently Asked Questions

How are Idaho Financial Planner listings ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.

How do I claim my financial planner listing in Idaho?

Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.

Is being listed free?

Yes. Every financial planner listing in Idaho is listed and scored for free, and claiming is free too.