Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Idaho.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Idaho, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Idaho are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Idaho.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 3 Peaks Financial |
|
$41.4 million | 360 | 2 | $114,972 |
| Accord Capital Management |
|
$12.8 million | 50 | 1 | $256,000 |
| Advanced Financial Solutions |
|
$28.1 million | 196 | 2 | $143,348 |
| Advantage Wealth Advisors |
|
$108.6 million | 198 | 4 | $548,484 |
| Advisory Alpha |
|
$1.8 billion | 7,935 | 50 | $228,539 |
| Alloy Financial Services |
|
$5.3 million | 19 | 1 | $281,376 |
| Alturas Wealth Management |
|
$26.5 million | 35 | 2 | $757,142 |
| Alupka Asset Management |
|
$61.1 million | 32 | 1 | $1.9 million |
| American Capital Advisory |
|
$151.7 million | 194 | 5 | $782,057 |
| ARC Advisers |
|
$57.9 million | 75 | 1 | $771,983 |
| Arcadia Investment Advisors |
|
$263.4 million | 280 | 2 | $940,856 |
| Arrien Investments |
|
$138.2 million | 296 | 3 | $466,800 |
| Aspen Capital Management |
|
$836.1 million | 223 | 5 | $3.7 million |
| Avera Capital Wealth Management |
|
$113.7 million | 218 | 2 | $521,586 |
| Berkeley |
|
$287.3 million | 195 | 4 | $1.5 million |
| BR Wealth Management |
|
$234.2 million | 244 | 3 | $960,032 |
| Buffington Mohr Mcneal |
|
$890.9 million | 653 | 10 | $1.4 million |
| Capital Financial Consultants Group |
|
$187.5 million | 328 | 5 | $571,722 |
| Cavu Wealth Management |
|
$99.8 million | 239 | 10 | $417,688 |
| Chequers Financial Management |
|
$590.5 million | 158 | 5 | $3.7 million |
| Clearwater Advisors |
|
$4.0 billion | 19 | 6 | $211.0 million |
| Coldstream Wealth Management |
|
$7.2 billion | 2,367 | 70 | $3.0 million |
| Continuum Advisory |
|
$820.1 million | 2,619 | 34 | $313,132 |
| Cooper McManus |
|
$1.2 billion | 2,111 | 35 | $565,071 |
| D.B. Fitzpatrick |
|
$499.0 million | 118 | 2 | $4.2 million |
| Dillon Financial Planning |
|
$0.0 | 114 | 1 | $0.0 |
| Dynamic Wealth Advisors |
|
$3.3 billion | 3,931 | 70 | $840,773 |
| Fiduciary Financial Group |
|
$353.2 million | 273 | 7 | $1.3 million |
| Figure 8 Investment Strategies |
|
$143.0 million | 145 | 3 | $986,254 |
| Financial Advocates Investment Management |
|
$4.4 billion | 12,968 | 121 | $337,641 |
| Five Pine Wealth |
|
$77.0 million | 325 | 3 | $236,923 |
| Foxstone Financial |
|
$62.1 million | 351 | 1 | $176,923 |
| Franklin Trend Management |
|
$43.2 million | 55 | 1 | $786,083 |
| GEM State Investment Advisors |
|
$81.4 million | 111 | 1 | $733,028 |
| Global View Capital Management |
|
$710.2 million | 5,774 | 93 | $123,000 |
| Good Life Advisors |
|
$2.7 billion | 10,685 | 85 | $255,606 |
| Holden Hall Wealth Management |
|
$30.7 million | 43 | 2 | $714,824 |
| Howe and Rusling |
|
$1.5 billion | 923 | 7 | $1.6 million |
| HRC Wealth Management |
|
$319.5 million | 815 | 7 | $392,027 |
| IMS Capital Management |
|
$390.4 million | 280 | 6 | $1.4 million |
| Inspire |
|
$2.0 billion | 698 | 10 | $2.8 million |
| Inspire Advisors |
|
$445.6 million | 1,497 | 33 | $297,630 |
| Inspire Wealth Partners |
|
$20.6 million | 20 | 1 | $1.0 million |
| Intermountain Wealth Management |
|
$65.0 million | 365 | 1 | $178,100 |
| Interwest Investment Advisors |
|
$32.5 million | 252 | 3 | $129,145 |
| Krueger & Catalano Capital Partners |
|
$366.5 million | 374 | 6 | $979,899 |
| Legacy Wealth Management |
|
$185.9 million | 1,317 | 16 | $141,162 |
| M Premier Partners |
|
$214.0 million | 245 | 2 | $873,339 |
| Motiv8 Investments |
|
$143.5 million | 1,104 | 7 | $129,965 |
| Mountain Pacific Investment Advisers |
|
$2.0 billion | 319 | 5 | $6.3 million |
| Mustard Seed Financial |
|
$74.6 million | 300 | 1 | $248,723 |
| Naarden Wealth Management |
|
$60.9 million | 450 | 6 | $135,295 |
| Nations Financial Group |
|
$2.9 billion | 4,695 | 81 | $624,603 |
| Northern Capital Management |
|
$388.4 million | 691 | 7 | $562,020 |
| Northern Capital Retirement Services |
|
$247.8 million | 22 | 7 | $11.3 million |
| Northside Capital Management |
|
$5.6 billion | 35 | 2 | $161.0 million |
| Northstar Financial Management |
|
$110.0 million | 208 | 4 | $529,016 |
| Northwest Asset Management |
|
$3.2 billion | 2,949 | 53 | $1.1 million |
| O'Connell Investments and Insurance Services |
|
$112.6 million | 284 | 6 | $396,362 |
| Onyx Financial Advisors |
|
$326.4 million | 220 | 7 | $1.5 million |
| Pacific Value |
|
$150.0 million | 225 | 2 | $666,666 |
| Paradigm Wealth Services |
|
$55.2 million | 105 | 1 | $525,866 |
| Perennial Financial Services |
|
$774.0 million | 1,293 | 20 | $598,616 |
| Perspective Wealth Partners |
|
$476.4 million | 212 | 4 | $2.2 million |
| Petso Financial Consultants |
|
$1.1 billion | 2,350 | 6 | $462,605 |
| Pinnacle Portfolio Advisors |
|
$188.8 million | 42 | 2 | $4.5 million |
| Principal Street Partners |
|
$2.8 billion | 135 | 2 | $20.5 million |
| ProfitScore Capital Management |
|
$109.9 million | 23 | 2 | $4.8 million |
| Prominence Capital |
|
$55.0 million | 26 | 1 | $2.1 million |
| Prosperitas Financial |
|
$114.4 million | 287 | 5 | $398,709 |
| Reed Capital Management |
|
$52.2 million | 161 | 1 | $324,019 |
| Retire Sensibly |
|
$17.4 million | 80 | 1 | $218,053 |
| Robertson Stephens Wealth Management |
|
$3.9 billion | 631 | 31 | $6.2 million |
| Rockhill Advisors |
|
$123.2 million | 24 | 1 | $5.1 million |
| RW Investment Management |
|
$1.4 billion | 804 | 13 | $1.7 million |
| Sanctuary Wealth Management |
|
$220.2 million | 634 | 6 | $347,388 |
| Sequent Planning |
|
$350.4 million | 3,101 | 69 | $112,981 |
| Southwest Investment Advisors |
|
$257.3 million | 1,008 | 3 | $255,232 |
| Spinnaker Financial Advisors |
|
$82.3 million | 106 | 1 | $776,292 |
| Table Rock Financial Planning |
|
$27.0 million | 11 | 1 | $2.5 million |
| TAG Associates |
|
$9.5 billion | 98 | 1 | $96.9 million |
| THE Asset Consulting Group |
|
$7.4 million | 45 | 3 | $164,444 |
| The Caprock Group |
|
$5.7 billion | 259 | 28 | $22.2 million |
| The Helmstar Group |
|
$341.7 million | 439 | 7 | $778,369 |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| The Retirement Group |
|
$514.0 million | 1,518 | 20 | $338,600 |
| Townsquare Capital |
|
$6.0 billion | 4,769 | 84 | $1.3 million |
| Tree City Advisors |
|
$187.8 million | 337 | 5 | $557,362 |
| Trek Financial |
|
$1.7 billion | 3,249 | 47 | $533,392 |
| Truadvice |
|
$757.7 million | 847 | 22 | $894,531 |
| TrueNorth Wealth |
|
$652.6 million | 1,195 | 6 | $546,136 |
| Tumwater Wealth Management |
|
$291.2 million | 215 | 2 | $1.4 million |
| Van Hulzen Asset Management |
|
$1.6 billion | 1,345 | 13 | $1.2 million |
| Wealth Navigation Advisors |
|
$265.7 million | 552 | 7 | $481,418 |
| Wealth Watch Advisors |
|
$289.1 million | 900 | 48 | $321,208 |
| Wealthcare Capital Management |
|
$2.9 billion | 4,585 | 35 | $636,199 |
| West Oak Capital |
|
$450.3 million | 121 | 4 | $3.7 million |
| Williams, Schiller & Styer Wealth Management |
|
$54.9 million | 71 | 2 | $772,830 |
| Wilson Financial Advisors |
|
$0.0 | 148 | 0 | $0.0 |
| Wood Tarver Financial |
|
$285.0 million | 374 | 1 | $762,032 |
More Top Firms by State
About the Editorial Team
investor.com
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