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.
Cities in Idaho
Top-Ranked Advisors in Idaho
Page 1 of 3 · 52 firms
CLEARWATER ADVISORS, LLC
BOISE, ID · Since 2001
DB FITZPATRICK
BOISE, ID · Since 1984
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
BOISE, ID · Since 1977
HELMSTAR WEALTH MANAGEMENT
BOISE, ID · Since 2016
INSPIRE ADVISORS, LLC
MERIDIAN, ID · Since 2019
SHERMAN PORTFOLIOS
COEUR D'ALENE, ID · Since 2022
TUMWATER WEALTH MANAGEMENT, LLC
BOISE, ID · Since 2020
AMERICAN CAPITAL ADVISORY, LLC
KETCHUM, ID · Since 2018
FREEDOM FIDUCIARIES LLC
BOISE, ID · Since 2024
SKY-MOUNTAIN CAPITAL MANAGEMENT
KETCHUM, ID · Since 2021
ANCORATO
BOISE, ID · Since 2022
HEDONOVA ADVISORS LLC
POST FALLS, ID · Since 2023
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
SANDPOINT, ID · Since 2026
SCRATCH CAPITAL
BOISE, ID · Since 2024
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
THE CAPROCK GROUP, LLC
BOISE, ID · Since 2002
TREASURE VALLEY FINANCIAL PLANNING
MERIDIAN, ID · Since 2026
PINKERTON WEALTH PARTNERS
COEUR D'ALENE, ID · Since 2010
CONTINUUM ADVISORY, LLC
EAGLE, ID · Since 2016
ASPEN CAPITAL MANAGEMENT, LLC
BOISE, ID · Since 2004
DARWIN VENTURES, LLC
SANDPOINT, ID · Since 2012
HRC WEALTH MANAGEMENT, LLC
MOSCOW, ID · Since 2015
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.