Falists

Idaho · 13 advisers

Financial Advisors in Meridian, Idaho

Looking for a financial advisor in Meridian, Idaho? Falists indexes 13 SEC-registered and state-registered investment advisers in Meridian — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $3.96B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

12

Largest AUM

$3.96B

Financial planning

9

Filter by specialty

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

AllWealth12Planning9Trusts10Retirement6Institutional7

Top advisors in Meridian

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

View all 13 →

More cities in Idaho

Boise (37)Eagle (14)Ketchum (12)Idaho Falls (9)Coeur D'Alene (7)Ammon (3)Sandpoint (3)Caldwell (2)Driggs (2)Pocatello (2)Hayden (1)Lewiston (1)

Common questions

How many financial advisors are in Meridian, Idaho?
13 registered investment advisers are listed in our Meridian directory, sourced from public SEC filings.
What types of advisors are in Meridian?
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 Meridian?
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.