How many financial advisors are in Coeur D'Alene, Idaho?

Falists lists 7 registered investment advisers with a principal office or filing address in Coeur D'Alene, Idaho, based on public SEC IAPD data.

How do financial advisors in Coeur D'Alene charge fees?

Fee structures vary by firm. In Coeur D'Alene, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Coeur D'Alene?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Idaho · 7 advisers

Financial Advisors in Coeur D'Alene, Idaho

Looking for a financial advisor in Coeur D'Alene, Idaho? Falists indexes 7 SEC-registered and state-registered investment advisers in Coeur D'Alene — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $1.56B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.56B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts4 Retirement2 Institutional2

Top advisors in Coeur D'Alene

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

Coeur D'Alene, ID

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

208-210-4500

Full profile Visit site →

WARDIAN WEALTH MANAGEMENT, INC.

Coeur D'Alene, ID

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges

208-664-8980

Full profile Visit site →

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Common questions

How many financial advisors are in Coeur D'Alene, Idaho?: 7 registered investment advisers are listed in our Coeur D'Alene directory, sourced from public SEC filings.
What types of advisors are in Coeur D'Alene?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Coeur D'Alene?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.