Best Financial Advisor Firms Idaho 2023

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Written by investor.com

November 08, 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 November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Idaho are as follows:

  • Must be rated at least 4.5 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 4.5/5 Stars $40.2 million 277 2 $145,174
Accord Capital Management 5/5 Stars $27.0 million 82 2 $329,268
Advanced Financial Solutions 5/5 Stars $30.3 million 220 2 $137,649
Advisory Alpha 5/5 Stars $1.8 billion 9,592 58 $186,206
Alliance Advisory & Securities 5/5 Stars $454.4 million 499 18 $910,634
Alloy Financial Services 4.5/5 Stars $4.6 million 22 1 $210,705
Alturas Wealth Management 4.5/5 Stars $26.5 million 34 2 $779,411
Alupka Asset Management 5/5 Stars $49.6 million 26 1 $1.9 million
American Capital Advisory 5/5 Stars $182.0 million 300 6 $606,666
Apollon Wealth Management 4.5/5 Stars $3.4 billion 3,998 71 $841,144
ARC Advisers 4.5/5 Stars $70.5 million 86 1 $819,903
Arcadia Investment Advisors 5/5 Stars $227.3 million 284 2 $800,437
Arrien Investments 4.5/5 Stars $145.6 million 335 3 $434,491
Aspen Capital Management 5/5 Stars $850.4 million 233 6 $3.6 million
Avera Capital Wealth Management 4.5/5 Stars $122.3 million 289 2 $423,109
BakerAvenue 5/5 Stars $1.9 billion 737 18 $2.6 million
Berkeley 5/5 Stars $301.0 million 203 4 $1.5 million
Buffington Mohr Mcneal 5/5 Stars $782.5 million 616 10 $1.3 million
Burnham Gibson Wealth Advisors 4.5/5 Stars $3.1 billion 655 19 $4.8 million
Capital Financial Consultants Group 4.5/5 Stars $177.6 million 358 8 $496,221
Cavu Wealth Management 4.5/5 Stars $90.0 million 268 10 $335,920
Chequers Financial Management 5/5 Stars $642.9 million 171 5 $3.8 million
Clearwater Advisors 5/5 Stars $3.6 billion 20 6 $181.3 million
Coldstream Wealth Management 4.5/5 Stars $7.0 billion 2,858 80 $2.4 million
Continuum Advisory 5/5 Stars $1.0 billion 2,045 34 $498,344
D.B. Fitzpatrick 5/5 Stars $442.2 million 115 2 $3.8 million
Elite Financial 4.5/5 Stars $156.3 million 405 1 $385,935
Fiduciary Financial Group 4.5/5 Stars $485.4 million 299 7 $1.6 million
Figure 8 Investment Strategies 4.5/5 Stars $132.7 million 224 2 $592,195
Five Pine Wealth 4.5/5 Stars $101.2 million 320 3 $316,346
Foxstone Financial 5/5 Stars $52.6 million 341 1 $154,230
Franklin Trend Investment Management 5/5 Stars $37.6 million 56 1 $670,800
Freedom DAY Solutions 5/5 Stars $365.5 million 385 4 $949,246
Global View Capital Management 5/5 Stars $591.2 million 6,335 93 $93,318
GO Wealth Management 4.5/5 Stars $108.9 million 338 6 $322,274
Gpwm Advisors 4.5/5 Stars $33.2 million 40 1 $830,525
Grupp Financial 4.5/5 Stars $93.0 million 10 3 $9.3 million
HBW Advisory Services 5/5 Stars $1.1 billion 10,099 63 $112,368
Helmstar Wealth Management 4.5/5 Stars $377.2 million 469 10 $804,239
Howe and Rusling 5/5 Stars $1.5 billion 1,019 8 $1.4 million
HRC Wealth Management 5/5 Stars $266.0 million 870 6 $305,762
IMS Capital Management 5/5 Stars $343.4 million 282 6 $1.2 million
Inspire Advisors 4.5/5 Stars $520.8 million 1,997 29 $260,781
Inspire Investing 5/5 Stars $2.0 billion 480 7 $4.2 million
Inspire Wealth Partners 4.5/5 Stars $28.1 million 37 1 $758,175
Integrated Financial Management 4.5/5 Stars $32.7 million 155 1 $210,856
Intermountain Wealth Management 5/5 Stars $60.0 million 373 1 $160,787
Interwest Investment Advisors 4.5/5 Stars $24.6 million 145 3 $169,445
Investifi Wealth Management 4.5/5 Stars $153,593 8 1 $19,199
Jordan Wealth Managment 5/5 Stars $61.7 million 497 5 $124,177
Legacy Wealth Management 4.5/5 Stars $275.9 million 2,180 23 $126,553
Liftoff Financial Planning 4.5/5 Stars $1.5 million 40 1 $38,125
Lupu Financial 4.5/5 Stars $15.5 million 57 1 $271,929
M Premier Partners 5/5 Stars $188.7 million 254 2 $742,903
Mountain Pacific Investment Advisers 5/5 Stars $1.7 billion 337 5 $5.0 million
Mustard Seed Financial 5/5 Stars $82.8 million 400 2 $206,891
Nations Financial Group 4.5/5 Stars $3.0 billion 5,312 85 $566,916
Northern Capital Management 5/5 Stars $340.2 million 688 8 $494,428
Northern Capital Retirement Services 5/5 Stars $203.2 million 21 8 $9.7 million
Northside Capital Management 5/5 Stars $4.6 billion 40 2 $115.9 million
Northstar Financial Management 4.5/5 Stars $91.2 million 222 4 $410,739
Northwest Asset Management 5/5 Stars $3.0 billion 2,739 55 $1.1 million
Onyx Financial Advisors 5/5 Stars $299.8 million 236 7 $1.3 million
Pacific Peak Advisors 4.5/5 Stars $153.4 million 195 2 $786,456
Pacific Value 5/5 Stars $150.0 million 226 2 $663,716
Paradigm Wealth Services 5/5 Stars $46.5 million 100 1 $464,730
Perennial Financial Services 4.5/5 Stars $686.4 million 1,530 21 $448,621
Perspective Wealth Partners 5/5 Stars $501.2 million 256 5 $2.0 million
Petso Financial Consultants 5/5 Stars $1.0 billion 2,309 5 $433,838
Pinnacle Portfolio Advisors 4.5/5 Stars $127.3 million 42 2 $3.0 million
Practice Financial Group 4.5/5 Stars $232.9 million 524 5 $444,380
Principal Street Partners 4.5/5 Stars $2.8 billion 99 7 $28.1 million
ProfitScore Capital Management 5/5 Stars $119.7 million 20 2 $6.0 million
Prominence Capital 5/5 Stars $45.3 million 27 1 $1.7 million
Retire Sensibly 4.5/5 Stars $18.3 million 87 1 $210,202
Robertson Stephens Wealth Management 4.5/5 Stars $3.7 billion 846 43 $4.4 million
Rockhill Advisors 4.5/5 Stars $116.0 million 24 1 $4.8 million
RW Investment Management 5/5 Stars $1.2 billion 775 12 $1.5 million
Sanctuary Wealth Management 5/5 Stars $203.5 million 648 8 $314,031
Scratch Capital 4.5/5 Stars $69.9 million 44 1 $1.6 million
Sequent Planning 4.5/5 Stars $248.2 million 3,116 84 $79,639
SKY-mountain Capital Management 4.5/5 Stars $131.3 million 137 2 $958,519
Snake River Investment Counsel 4.5/5 Stars $23.1 million 85 2 $271,615
Southwest Investment Advisors 4.5/5 Stars $235.3 million 1,752 3 $134,285
Spinnaker Financial Advisors 5/5 Stars $72.5 million 102 1 $711,177
Table Rock Financial Planning 5/5 Stars $26.1 million 16 1 $1.6 million
TAG Associates 5/5 Stars $8.1 billion 100 1 $80.7 million
THE Asset Consulting Group 4.5/5 Stars $6.5 million 57 3 $114,035
The Caprock Group 5/5 Stars $5.9 billion 291 29 $20.3 million
The H Group 5/5 Stars $828.6 million 1,167 13 $710,039
The Retirement Group 4.5/5 Stars $437.4 million 1,651 20 $264,939
Townsquare Capital 4.5/5 Stars $6.3 billion 7,049 89 $886,760
Truadvice 4.5/5 Stars $938.9 million 1,359 24 $690,897
TrueNorth Wealth 5/5 Stars $879.9 million 861 6 $1.0 million
Tumwater Wealth Management 4.5/5 Stars $278.8 million 276 2 $1.0 million
Wealth Watch Advisors 5/5 Stars $234.2 million 1,147 47 $204,187
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
West Oak Capital 5/5 Stars $403.4 million 114 4 $3.5 million
Williams AND Schiller Wealth Management 5/5 Stars $49.9 million 73 2 $684,205
Wood Tarver Financial 4.5/5 Stars $280.0 million 462 1 $606,060

More Top Firms by State




The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

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Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

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