Best Financial Advisors in MERIDIAN, Idaho
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in MERIDIAN
INSPIRE ADVISORS, LLC
MERIDIAN, ID · Since 2019
NEXT LEVEL WEALTH PLANNING, LLC
MERIDIAN, ID · Since 2023
ENDURING WEALTH MANAGEMENT, LLC
MERIDIAN, ID · Since 2025
TREASURE VALLEY FINANCIAL PLANNING
MERIDIAN, ID · Since 2026
DESERT ROSE CAPITAL MANAGEMENT, INC.
MERIDIAN, ID · Since 2022
SIDDHI CAPITAL, LLC
MERIDIAN, ID · Since 2023
INSPIRE INVESTING, LLC
MERIDIAN, ID · Since 2017
HAWKE FINANCIAL GROUP
MERIDIAN, ID · Since 2019
DOCEO WEALTH, LLC
MERIDIAN, ID · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in MERIDIAN?
The median advisory fee in MERIDIAN, ID is 0.95% of assets under management per year, based on Form ADV filings from 9 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.