Idaho · 101 firms
Wealth Managers in Idaho
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 101 advisers in Idaho matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Wealth Management firms in Idaho
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
115 total advisers in Idaho. Browse all Idaho advisors