Idaho · 115 advisers
Financial Advisors in Idaho
Falists is the most comprehensive public directory of financial advisors in Idaho — 115 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
115
With website
97
Largest AUM
$12.48B
Financial planning
74
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Idaho
Ranked by AUM and profile completeness · Data from SEC IAPD
THE CAPROCK GROUP, LLC
Boise, ID
AUM
$12.48B
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(208) 368-9600
CLEARWATER ADVISORS, LLC
Boise, ID
AUM
$4.65B
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
208-433-1222
INSPIRE INVESTING, LLC
Meridian, ID
AUM
$3.96B
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(877) 658-9473
CONTINUUM ADVISORY, LLC
Eagle, ID
AUM
$1.91B
Team
32 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
2084171933
RW INVESTMENT MANAGEMENT LLC
Eagle, ID
AUM
$1.73B
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
208-333-1433
SHERMAN PORTFOLIOS
Coeur D'Alene, ID
AUM
$1.56B
Team
3 advisors
Clients
0
Fees
Percentage of AUM; MODEL PROVIDER SUBSCRIPTION FEES
800-634-2008
PINKERTON WEALTH PARTNERS
Coeur D'Alene, ID
AUM
$1.44B
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
800-634-2008
ASPEN CAPITAL MANAGEMENT, LLC
Boise, ID
AUM
$1.34B
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
208-345-0174
INSPIRE ADVISORS, LLC
Meridian, ID
AUM
$1.33B
Team
63 advisors
Clients
251-500
Fees
Percentage of AUM
877-859-6383
AUM
$986.3M
Team
49 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
208-489-3131
AUM
$978.1M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(925) 927-1900
AUM
$933.7M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
208-336-1422
DARWIN VENTURES, LLC
Sandpoint, ID
AUM
$908.0M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-362-0648
TELEO CAPITAL MANAGEMENT LLC
Boise, ID
AUM
$894.1M
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-323-3992
PERSPECTIVE WEALTH PARTNERS, LLC
Boise, ID
AUM
$843.9M
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM
208-429-0960
HELMSTAR WEALTH MANAGEMENT
Boise, ID
AUM
$785.6M
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
208-429-0800
HEDONOVA ADVISORS LLC
Post Falls, ID
AUM
$643.2M
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
213-340-1334
LEGACY WEALTH MANAGEMENT, LLC
Boise, ID
AUM
$629.0M
Team
39 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
208-955-0500
FREEDOM FIDUCIARIES LLC
Boise, ID
AUM
$584.6M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
208-900-4331
BERKELEY, INC
Boise, ID
AUM
$573.9M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
208-853-6980
ONYX FINANCIAL ADVISORS, LLC
Idaho Falls, ID
AUM
$506.4M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
208-522-6400
WOOD TARVER FINANCIAL
Boise, ID
AUM
$489.0M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
208-343-2001
HRC WEALTH MANAGEMENT, LLC
Moscow, ID
AUM
$487.4M
Team
8 advisors
Clients
0
Fees
Percentage of AUM
208-882-5547
DB FITZPATRICK
Boise, ID
AUM
$487.0M
Team
7 advisors
Clients
0
Fees
Percentage of AUM
208-342-2280
Cities in Idaho
Browse financial advisors by city across Idaho
The Idaho advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.