Written by investor.com
April 07, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Idaho.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.
Our analysis contains data as of April 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Idaho are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- 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 |
|
$40.2 million | 277 | 2 | $145,174 |
| Accord Capital Management |
|
$27.0 million | 82 | 2 | $329,268 |
| Advanced Financial Solutions |
|
$30.3 million | 220 | 2 | $137,649 |
| Advantage Wealth Advisors |
|
$106.9 million | 203 | 4 | $526,600 |
| Advisory Alpha |
|
$1.8 billion | 9,592 | 52 | $186,206 |
| Alliance Advisory & Securities |
|
$454.4 million | 499 | 14 | $910,634 |
| Alturas Wealth Management |
|
$26.5 million | 34 | 2 | $779,411 |
| Alupka Asset Management |
|
$49.6 million | 26 | 1 | $1.9 million |
| American Capital Advisory |
|
$182.0 million | 300 | 6 | $606,666 |
| Apollon Wealth Management |
|
$3.4 billion | 3,998 | 71 | $841,144 |
| Aprio Wealth Management |
|
$1.3 billion | 692 | 17 | $1.9 million |
| Arbor Point Advisors |
|
$6.4 billion | 19,182 | 714 | $335,156 |
| Arcadia Investment Advisors |
|
$227.3 million | 284 | 2 | $800,437 |
| Arrien Investments |
|
$145.6 million | 335 | 3 | $434,491 |
| Aspen Capital Management |
|
$850.4 million | 233 | 6 | $3.6 million |
| Avera Capital Wealth Management |
|
$122.3 million | 289 | 2 | $423,109 |
| BakerAvenue |
|
$1.9 billion | 737 | 18 | $2.6 million |
| Berkeley |
|
$287.3 million | 195 | 4 | $1.5 million |
| Buffington Mohr Mcneal |
|
$782.5 million | 616 | 10 | $1.3 million |
| Capital Financial Consultants Group |
|
$177.6 million | 358 | 8 | $496,221 |
| Cavu Wealth Management |
|
$90.0 million | 268 | 10 | $335,920 |
| Chequers Financial Management |
|
$642.9 million | 171 | 5 | $3.8 million |
| Clearwater Advisors |
|
$3.6 billion | 20 | 6 | $181.3 million |
| Coldstream Wealth Management |
|
$6.5 billion | 2,824 | 78 | $2.3 million |
| Continuum Advisory |
|
$1.0 billion | 2,045 | 34 | $498,344 |
| Cooper McManus |
|
$1.3 billion | 2,595 | 37 | $499,730 |
| Core Wealth Partners |
|
$224.2 million | 336 | 4 | $667,160 |
| D.B. Fitzpatrick |
|
$442.2 million | 115 | 2 | $3.8 million |
| Dillon Financial Planning |
|
$0.0 | 114 | 1 | $0.0 |
| Dynamic Wealth Advisors |
|
$3.3 billion | 4,398 | 72 | $739,536 |
| FBL Wealth Management |
|
$10.9 million | 4,299 | 110 | $2,528 |
| Figure 8 Investment Strategies |
|
$132.7 million | 224 | 2 | $592,195 |
| Financial Advocates Investment Management |
|
$3.6 billion | 12,679 | 113 | $282,435 |
| Foxstone Financial |
|
$52.6 million | 341 | 1 | $154,230 |
| Franklin Trend Management |
|
$37.6 million | 56 | 0 | $670,800 |
| GEM State Investment Advisors |
|
$81.4 million | 111 | 1 | $733,028 |
| Global View Capital Management |
|
$591.2 million | 6,335 | 93 | $93,318 |
| Good Life Advisors |
|
$2.4 billion | 10,600 | 89 | $224,620 |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Howe and Rusling |
|
$1.5 billion | 1,019 | 8 | $1.4 million |
| HRC Wealth Management |
|
$266.0 million | 870 | 6 | $305,762 |
| IMS Capital Management |
|
$343.4 million | 282 | 6 | $1.2 million |
| Inspire |
|
$2.0 billion | 480 | 7 | $4.2 million |
| Inspire Advisors |
|
$520.8 million | 1,997 | 29 | $260,781 |
| Inspire Wealth Partners |
|
$28.1 million | 37 | 1 | $758,175 |
| Integrated Financial Management |
|
$32.7 million | 155 | 1 | $210,856 |
| Intermountain Wealth Management |
|
$60.0 million | 373 | 1 | $160,787 |
| Interwest Investment Advisors |
|
$24.6 million | 145 | 3 | $169,445 |
| Krueger & Catalano Capital Partners |
|
$365.5 million | 385 | 4 | $949,246 |
| Liftoff Financial Planning |
|
$1.5 million | 40 | 1 | $38,125 |
| M Premier Partners |
|
$188.7 million | 254 | 2 | $742,903 |
| Motiv8 Investments |
|
$118.1 million | 722 | 13 | $163,640 |
| Mountain Pacific Investment Advisers |
|
$1.7 billion | 337 | 5 | $5.0 million |
| Mustard Seed Financial |
|
$82.8 million | 400 | 2 | $206,891 |
| Naarden Wealth Management |
|
$57.6 million | 490 | 6 | $117,631 |
| Nations Financial Group |
|
$3.0 billion | 5,312 | 85 | $566,916 |
| Northern Capital Management |
|
$340.2 million | 688 | 8 | $494,428 |
| Northern Capital Retirement Services |
|
$203.2 million | 21 | 8 | $9.7 million |
| Northside Capital Management |
|
$4.6 billion | 40 | 2 | $115.9 million |
| Northstar Financial Management |
|
$91.2 million | 222 | 4 | $410,739 |
| Northwest Asset Management |
|
$3.0 billion | 2,739 | 55 | $1.1 million |
| O'Connell Investments and Insurance Services |
|
$108.9 million | 338 | 6 | $322,274 |
| Onyx Financial Advisors |
|
$299.8 million | 236 | 7 | $1.3 million |
| Pacific Value |
|
$150.0 million | 226 | 2 | $663,716 |
| Paradigm Wealth Services |
|
$46.5 million | 100 | 1 | $464,730 |
| Perennial Financial Services |
|
$686.4 million | 1,530 | 21 | $448,621 |
| Perspective Wealth Partners |
|
$501.2 million | 256 | 5 | $2.0 million |
| Petso Financial Consultants |
|
$1.0 billion | 2,309 | 5 | $433,838 |
| PFG Investments |
|
$232.9 million | 524 | 5 | $444,380 |
| Principal Street Partners |
|
$2.8 billion | 99 | 7 | $28.1 million |
| ProfitScore Capital Management |
|
$109.9 million | 23 | 2 | $4.8 million |
| Prominence Capital |
|
$45.3 million | 27 | 1 | $1.7 million |
| Reed Capital Management |
|
$51.5 million | 150 | 1 | $343,487 |
| Retire Sensibly |
|
$18.3 million | 87 | 1 | $210,202 |
| Robertson Stephens Wealth Management |
|
$3.7 billion | 846 | 43 | $4.4 million |
| RW Investment Management |
|
$1.2 billion | 775 | 12 | $1.5 million |
| Sanctuary Wealth Management |
|
$203.5 million | 648 | 8 | $314,031 |
| Sequent Planning |
|
$248.2 million | 3,116 | 84 | $79,639 |
| Southwest Investment Advisors |
|
$235.3 million | 1,752 | 3 | $134,285 |
| Spinnaker Financial Advisors |
|
$72.5 million | 102 | 1 | $711,177 |
| Table Rock Financial Planning |
|
$26.1 million | 16 | 2 | $1.6 million |
| TAG Associates |
|
$8.1 billion | 100 | 1 | $80.7 million |
| THE Asset Consulting Group |
|
$6.5 million | 57 | 3 | $114,035 |
| The Caprock Group |
|
$5.9 billion | 291 | 29 | $20.3 million |
| The H Group |
|
$828.6 million | 1,167 | 11 | $710,039 |
| The Helmstar Group |
|
$377.2 million | 469 | 8 | $804,239 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| The Retirement Group |
|
$437.4 million | 1,651 | 20 | $264,939 |
| Townsquare Capital |
|
$6.2 billion | 7,047 | 89 | $886,109 |
| Trek Financial |
|
$1.9 billion | 4,230 | 52 | $443,648 |
| Truadvice |
|
$938.9 million | 1,359 | 24 | $690,897 |
| TrueNorth Wealth |
|
$879.9 million | 861 | 6 | $1.0 million |
| Tumwater Wealth Management |
|
$278.8 million | 276 | 2 | $1.0 million |
| Van Hulzen Asset Management |
|
$1.5 billion | 1,142 | 13 | $1.3 million |
| Wealth Watch Advisors |
|
$234.2 million | 1,147 | 47 | $204,187 |
| Wealthcare Capital Management |
|
$2.6 billion | 5,064 | 38 | $514,028 |
| West Oak Capital |
|
$403.4 million | 114 | 4 | $3.5 million |
| Williams, Schiller & Styer Wealth Management |
|
$49.9 million | 73 | 2 | $684,205 |
| Wilson Financial Advisors |
|
$0.0 | 216 | 0 | $0.0 |
| Wood Tarver Financial |
|
$280.0 million | 462 | 1 | $606,060 |
More Top Firms by State
About the Editorial Team
investor.com
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