Financial advisors in Idaho

11 SEC-registered advisory firms based in Idaho, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Idaho

Boise (4)Eagle (3)Meridian (2)Coeur D'Alene (2)

Idaho advisory firms by assets

The Caprock Group, LLC

Boise, ID · CRD #124272

$12B AUM·438 accounts·Fee-based

Inspire Advisors, LLC logo
Inspire Advisors, LLC

Meridian, ID · CRD #300279

$1.3B AUM·8.3k accounts·Fee-only

Pinkerton Wealth Partners

Coeur D'Alene, ID · CRD #120973

$1.4B AUM·13k accounts·Fee-based

American Independent Securities Group, LLC

Eagle, ID · CRD #135288

$986M AUM·8.4k accounts·Fee-based

Continuum Advisory, LLC logo
Continuum Advisory, LLC

Eagle, ID · CRD #283155

$1.9B AUM·3.6k accounts·Fee-based

Sherman Portfolios logo
Sherman Portfolios

Coeur D'Alene, ID · CRD #322728

$1.6B AUM·6.7k accounts·Fee-only

Rw Investment Management LLC logo
Rw Investment Management LLC

Eagle, ID · CRD #282707

$1.7B AUM·2.4k accounts·Fee-based

Legacy Wealth Management, LLC

Boise, ID · CRD #174767

$629M AUM·3.3k accounts·Fee-based

Inspire Investing, LLC

Meridian, ID · CRD #171988

$4.0B AUM·455 accounts·Fee-based

Aspen Capital Management, LLC

Boise, ID · CRD #119050

$1.3B AUM·1.5k accounts·Fee-based

Helmstar Wealth Management

Boise, ID · CRD #145074

$786M AUM·2.0k accounts·Fee-based

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Idaho

How many financial advisors are in Idaho?

AdvisoryReviews lists 11 SEC-registered advisory firms based in Idaho, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Idaho?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Idaho?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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