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.
Cities in Idaho
Top-Ranked Firms in Idaho
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
BOISE, ID · Since 1977
DB FITZPATRICK
BOISE, ID · Since 1984
CLEARWATER ADVISORS, LLC
BOISE, ID · Since 2001
AMERICAN CAPITAL ADVISORY, LLC
KETCHUM, ID · Since 2018
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
SANDPOINT, ID · Since 2026
HELMSTAR WEALTH MANAGEMENT
BOISE, ID · Since 2016
INSPIRE ADVISORS, LLC
MERIDIAN, ID · Since 2019
TUMWATER WEALTH MANAGEMENT, LLC
BOISE, ID · Since 2020
SKY-MOUNTAIN CAPITAL MANAGEMENT
KETCHUM, ID · Since 2021
SCRATCH CAPITAL
BOISE, ID · Since 2024
ANCORATO
BOISE, ID · Since 2022
SHERMAN PORTFOLIOS
COEUR D'ALENE, ID · Since 2022
FREEDOM FIDUCIARIES LLC
BOISE, ID · Since 2024
HEDONOVA ADVISORS LLC
POST FALLS, ID · Since 2023
SAND CREEK CAPITAL, LLC
REXBURG, ID · Since 2023
NEXT LEVEL WEALTH PLANNING, LLC
MERIDIAN, ID · Since 2023
ENDURING WEALTH MANAGEMENT, LLC
MERIDIAN, ID · Since 2025
HAZLETT WEALTH MANAGEMENT LLC
KETCHUM, ID · Since 2025
TREASURE VALLEY FINANCIAL PLANNING
MERIDIAN, ID · Since 2026
PACIFIC PEAK ADVISORS, LLC
KETCHUM, ID · Since 2023
ARCADIA INVESTMENT ADVISORS, LLC
EAGLE, ID · Since 1999
HRC WEALTH MANAGEMENT, LLC
MOSCOW, ID · Since 2015
BERKELEY, INC
BOISE, ID · Since 2004
PROFITS PLUS CAPITAL MANAGEMENT, LLC
NAMPA, ID · Since 2026
ASPEN CAPITAL MANAGEMENT, LLC
BOISE, ID · Since 2004
PINKERTON WEALTH PARTNERS
COEUR D'ALENE, ID · Since 2010
THE CAPROCK GROUP, LLC
BOISE, ID · Since 2002
ONYX FINANCIAL ADVISORS, LLC
IDAHO FALLS, ID · Since 2016
PERSPECTIVE WEALTH PARTNERS, LLC
BOISE, ID · Since 2014
PACIFIC VALUE, LLC
BOISE, ID · Since 2008
DESERT ROSE CAPITAL MANAGEMENT, INC.
MERIDIAN, ID · Since 2022
DARWIN VENTURES, LLC
SANDPOINT, ID · Since 2012
PGP ADVISORS, LLC
KETCHUM, ID · Since 2017
LEGACY WEALTH MANAGEMENT, LLC
BOISE, ID · Since 2018
RW INVESTMENT MANAGEMENT LLC
EAGLE, ID · Since 2016
FIGURE 8 INVESTMENT STRATEGIES LLC
BOISE, ID · Since 2021
CONTINUUM ADVISORY, LLC
EAGLE, ID · Since 2016
SUMMIT WEALTH AND RETIREMENT PARTNERS
EAGLE, ID · Since 2017
ELITE FINANCIAL, INC.
LEWISTON, ID · Since 2020
ROCKHILL ADVISORS LLC
VICTOR, ID · Since 2021
WOOD TARVER FINANCIAL
BOISE, ID · Since 2018
TELEO CAPITAL MANAGEMENT LLC
BOISE, ID · Since 2021
BR WEALTH MANAGEMENT
BOISE, ID · Since 2020
SIDDHI CAPITAL, LLC
MERIDIAN, ID · Since 2023
FIVE PINE WEALTH
COEUR D'ALENE, ID · Since 2023
ARRIEN INVESTMENTS, INC.
BOISE, ID · Since 2022
ECHELON GROUP
BOISE, ID · Since 2024
INSPIRE INVESTING, LLC
MERIDIAN, ID · Since 2017
HAWKE FINANCIAL GROUP
MERIDIAN, ID · Since 2019
DOCEO WEALTH, LLC
MERIDIAN, ID · Since 2020
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
AMMON, ID · Since 2021
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
EAGLE, ID · Since 2008
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.