AdvisorRanked

Best Financial Advisors in Idaho

52 SEC-registered advisory firms across 14 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

52
Registered Firms
14
Cities
0.95%
Median Fee
of assets/year
52
In Database
firms listed

Trust Score Distribution — Idaho Advisors

Cities in Idaho

6 cities

Top-Ranked Advisors in Idaho

Page 1 of 3 · 52 firms

#1
92

CLEARWATER ADVISORS, LLC

BOISE, ID · Since 2001

$4.7B AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
89

DB FITZPATRICK

BOISE, ID · Since 1984

$487M AUM7 clientsFee: 0%
FiduciaryFee-Only
#3
88

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

BOISE, ID · Since 1977

$934M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
88

HELMSTAR WEALTH MANAGEMENT

BOISE, ID · Since 2016

$786M AUM8 clientsFee: 0%
FiduciaryFee-Only
#5
88

INSPIRE ADVISORS, LLC

MERIDIAN, ID · Since 2019

$1.3B AUM63 clientsFee: 0%
FiduciaryFee-Only
#6
88

SHERMAN PORTFOLIOS

COEUR D'ALENE, ID · Since 2022

$1.6B AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
86

TUMWATER WEALTH MANAGEMENT, LLC

BOISE, ID · Since 2020

$407M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
85

AMERICAN CAPITAL ADVISORY, LLC

KETCHUM, ID · Since 2018

$334M AUM7 clientsFee: 0%
FiduciaryFee-Only
#9
85

FREEDOM FIDUCIARIES LLC

BOISE, ID · Since 2024

$585M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
84

SKY-MOUNTAIN CAPITAL MANAGEMENT

KETCHUM, ID · Since 2021

$211M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
84

ANCORATO

BOISE, ID · Since 2022

$284M AUM6 clientsFee: 0%
FiduciaryFee-Only
#12
84

HEDONOVA ADVISORS LLC

POST FALLS, ID · Since 2023

$643M AUM11 clientsFee: 0%
FiduciaryFee-Only
#13
83

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

SANDPOINT, ID · Since 2026

$121M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
83

SCRATCH CAPITAL

BOISE, ID · Since 2024

$230M AUM4 clientsFee: 0%
FiduciaryFee-Only
#15
83

SAND CREEK CAPITAL, LLC

REXBURG, ID · Since 2023

$471M AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
83

NEXT LEVEL WEALTH PLANNING, LLC

MERIDIAN, ID · Since 2023

$323M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
83

ENDURING WEALTH MANAGEMENT, LLC

MERIDIAN, ID · Since 2025

$181M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
83

HAZLETT WEALTH MANAGEMENT LLC

KETCHUM, ID · Since 2025

$160M AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
82

THE CAPROCK GROUP, LLC

BOISE, ID · Since 2002

$12.5B AUM38 clientsFee: 0%
FiduciaryFee-Only
#20
82

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · Since 2026

$0 AUM7 clientsFee: 0%
FiduciaryFee-Only
#21
81

PINKERTON WEALTH PARTNERS

COEUR D'ALENE, ID · Since 2010

$1.4B AUM16 clientsFee: 0%
FiduciaryFee-Only
#22
81

CONTINUUM ADVISORY, LLC

EAGLE, ID · Since 2016

$1.9B AUM32 clientsFee: 0%
FiduciaryFee-Only
#23
80

ASPEN CAPITAL MANAGEMENT, LLC

BOISE, ID · Since 2004

$1.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#24
80

DARWIN VENTURES, LLC

SANDPOINT, ID · Since 2012

$908M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
79

HRC WEALTH MANAGEMENT, LLC

MOSCOW, ID · Since 2015

$487M AUM8 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in Idaho

How many financial advisors are registered in Idaho?
There are 52 SEC-registered investment advisory firms in Idaho, spread across 14 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Idaho?
The median advisory fee in Idaho is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.