AdvisorRanked

Best Financial Advisors in Idaho

52 SEC-registered advisory firms across 14 cities. Ranked by Red Flag 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

Cities in Idaho

Top-Ranked Firms in Idaho

#1
100

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

BOISE, ID · Since 1977

$934M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100

DB FITZPATRICK

BOISE, ID · Since 1984

$487M AUM7 clientsFee: 0%
FiduciaryFee-Only
#3
100

CLEARWATER ADVISORS, LLC

BOISE, ID · Since 2001

$4.7B AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
100

AMERICAN CAPITAL ADVISORY, LLC

KETCHUM, ID · Since 2018

$334M AUM7 clientsFee: 0%
FiduciaryFee-Only
#5
100

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

SANDPOINT, ID · Since 2026

$121M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

HELMSTAR WEALTH MANAGEMENT

BOISE, ID · Since 2016

$786M AUM8 clientsFee: 0%
FiduciaryFee-Only
#7
100

INSPIRE ADVISORS, LLC

MERIDIAN, ID · Since 2019

$1.3B AUM63 clientsFee: 0%
FiduciaryFee-Only
#8
100

TUMWATER WEALTH MANAGEMENT, LLC

BOISE, ID · Since 2020

$407M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

SKY-MOUNTAIN CAPITAL MANAGEMENT

KETCHUM, ID · Since 2021

$211M AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
100

SCRATCH CAPITAL

BOISE, ID · Since 2024

$230M AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
100

ANCORATO

BOISE, ID · Since 2022

$284M AUM6 clientsFee: 0%
FiduciaryFee-Only
#12
100

SHERMAN PORTFOLIOS

COEUR D'ALENE, ID · Since 2022

$1.6B AUM3 clientsFee: 0%
FiduciaryFee-Only
#13
100

FREEDOM FIDUCIARIES LLC

BOISE, ID · Since 2024

$585M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
100

HEDONOVA ADVISORS LLC

POST FALLS, ID · Since 2023

$643M AUM11 clientsFee: 0%
FiduciaryFee-Only
#15
100

SAND CREEK CAPITAL, LLC

REXBURG, ID · Since 2023

$471M AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
100

NEXT LEVEL WEALTH PLANNING, LLC

MERIDIAN, ID · Since 2023

$323M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
100

ENDURING WEALTH MANAGEMENT, LLC

MERIDIAN, ID · Since 2025

$181M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
100

HAZLETT WEALTH MANAGEMENT LLC

KETCHUM, ID · Since 2025

$160M AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
100

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · Since 2026

$0 AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
97

PACIFIC PEAK ADVISORS, LLC

KETCHUM, ID · Since 2023

$224M AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
95

ARCADIA INVESTMENT ADVISORS, LLC

EAGLE, ID · Since 1999

$346M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
95

HRC WEALTH MANAGEMENT, LLC

MOSCOW, ID · Since 2015

$487M AUM8 clientsFee: 0%
FiduciaryFee-Only
#23
95

BERKELEY, INC

BOISE, ID · Since 2004

$574M AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
95

PROFITS PLUS CAPITAL MANAGEMENT, LLC

NAMPA, ID · Since 2026

$258M AUM1 clientsFee: 0%
FiduciaryFee-Only
#25
95

ASPEN CAPITAL MANAGEMENT, LLC

BOISE, ID · Since 2004

$1.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#26
95

PINKERTON WEALTH PARTNERS

COEUR D'ALENE, ID · Since 2010

$1.4B AUM16 clientsFee: 0%
FiduciaryFee-Only
#27
95

THE CAPROCK GROUP, LLC

BOISE, ID · Since 2002

$12.5B AUM38 clientsFee: 0%
FiduciaryFee-Only
#28
95

ONYX FINANCIAL ADVISORS, LLC

IDAHO FALLS, ID · Since 2016

$506M AUM7 clientsFee: 0%
FiduciaryFee-Only
#29
95

PERSPECTIVE WEALTH PARTNERS, LLC

BOISE, ID · Since 2014

$844M AUM8 clientsFee: 0%
FiduciaryFee-Only
#30
95

PACIFIC VALUE, LLC

BOISE, ID · Since 2008

$190M AUM3 clientsFee: 0%
FiduciaryFee-Only
#31
95

DESERT ROSE CAPITAL MANAGEMENT, INC.

MERIDIAN, ID · Since 2022

$192M AUM10 clientsFee: 0%
FiduciaryFee-Only
#32
95

DARWIN VENTURES, LLC

SANDPOINT, ID · Since 2012

$908M AUM3 clientsFee: 0%
FiduciaryFee-Only
#33
95

PGP ADVISORS, LLC

KETCHUM, ID · Since 2017

$223M AUM6 clientsFee: 0%
FiduciaryFee-Only
#34
95

LEGACY WEALTH MANAGEMENT, LLC

BOISE, ID · Since 2018

$629M AUM39 clientsFee: 0%
FiduciaryFee-Only
#35
95

RW INVESTMENT MANAGEMENT LLC

EAGLE, ID · Since 2016

$1.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#36
95

FIGURE 8 INVESTMENT STRATEGIES LLC

BOISE, ID · Since 2021

$233M AUM7 clientsFee: 0%
FiduciaryFee-Only
#37
95

CONTINUUM ADVISORY, LLC

EAGLE, ID · Since 2016

$1.9B AUM32 clientsFee: 0%
FiduciaryFee-Only
#38
95

SUMMIT WEALTH AND RETIREMENT PARTNERS

EAGLE, ID · Since 2017

$978M AUM7 clientsFee: 0%
FiduciaryFee-Only
#39
95

ELITE FINANCIAL, INC.

LEWISTON, ID · Since 2020

$274M AUM1 clientsFee: 0%
FiduciaryFee-Only
#40
95

ROCKHILL ADVISORS LLC

VICTOR, ID · Since 2021

$174M AUM1 clientsFee: 0%
FiduciaryFee-Only
#41
95

WOOD TARVER FINANCIAL

BOISE, ID · Since 2018

$489M AUM2 clientsFee: 0%
FiduciaryFee-Only
#42
95

TELEO CAPITAL MANAGEMENT LLC

BOISE, ID · Since 2021

$894M AUM15 clientsFee: 0%
FiduciaryFee-Only
#43
95

BR WEALTH MANAGEMENT

BOISE, ID · Since 2020

$329M AUM5 clientsFee: 0%
FiduciaryFee-Only
#44
95

SIDDHI CAPITAL, LLC

MERIDIAN, ID · Since 2023

$304M AUM8 clientsFee: 0%
FiduciaryFee-Only
#45
95

FIVE PINE WEALTH

COEUR D'ALENE, ID · Since 2023

$192M AUM3 clientsFee: 0%
FiduciaryFee-Only
#46
95

ARRIEN INVESTMENTS, INC.

BOISE, ID · Since 2022

$227M AUM3 clientsFee: 0%
FiduciaryFee-Only
#47
95

ECHELON GROUP

BOISE, ID · Since 2024

$265M AUM5 clientsFee: 0%
FiduciaryFee-Only
#48
90

INSPIRE INVESTING, LLC

MERIDIAN, ID · Since 2017

$4.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#49
90

HAWKE FINANCIAL GROUP

MERIDIAN, ID · Since 2019

$270M AUM2 clientsFee: 0%
FiduciaryFee-Only
#50
90

DOCEO WEALTH, LLC

MERIDIAN, ID · Since 2020

$274M AUM6 clientsFee: 0%
FiduciaryFee-Only
#51
80

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

AMMON, ID · Since 2021

$187M AUM5 clientsFee: 0%
FiduciaryFee-Only
#52
79

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

EAGLE, ID · Since 2008

$986M AUM49 clientsFee: 0%
Broker-Dealer2 complaints

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 Red Flag 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.