Written by investor.com
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 |
|
$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 |
| Advisory Alpha |
|
$1.8 billion | 9,592 | 58 | $186,206 |
| Alliance Advisory & Securities |
|
$454.4 million | 499 | 18 | $910,634 |
| Alloy Financial Services |
|
$4.6 million | 22 | 1 | $210,705 |
| 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 |
| ARC Advisers |
|
$70.5 million | 86 | 1 | $819,903 |
| 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 |
|
$301.0 million | 203 | 4 | $1.5 million |
| Buffington Mohr Mcneal |
|
$782.5 million | 616 | 10 | $1.3 million |
| Burnham Gibson Wealth Advisors |
|
$3.1 billion | 655 | 19 | $4.8 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 |
|
$7.0 billion | 2,858 | 80 | $2.4 million |
| Continuum Advisory |
|
$1.0 billion | 2,045 | 34 | $498,344 |
| D.B. Fitzpatrick |
|
$442.2 million | 115 | 2 | $3.8 million |
| Elite Financial |
|
$156.3 million | 405 | 1 | $385,935 |
| Fiduciary Financial Group |
|
$485.4 million | 299 | 7 | $1.6 million |
| Figure 8 Investment Strategies |
|
$132.7 million | 224 | 2 | $592,195 |
| Five Pine Wealth |
|
$101.2 million | 320 | 3 | $316,346 |
| Foxstone Financial |
|
$52.6 million | 341 | 1 | $154,230 |
| Franklin Trend Investment Management |
|
$37.6 million | 56 | 1 | $670,800 |
| Freedom DAY Solutions |
|
$365.5 million | 385 | 4 | $949,246 |
| Global View Capital Management |
|
$591.2 million | 6,335 | 93 | $93,318 |
| GO Wealth Management |
|
$108.9 million | 338 | 6 | $322,274 |
| Gpwm Advisors |
|
$33.2 million | 40 | 1 | $830,525 |
| Grupp Financial |
|
$93.0 million | 10 | 3 | $9.3 million |
| HBW Advisory Services |
|
$1.1 billion | 10,099 | 63 | $112,368 |
| Helmstar Wealth Management |
|
$377.2 million | 469 | 10 | $804,239 |
| 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 Advisors |
|
$520.8 million | 1,997 | 29 | $260,781 |
| Inspire Investing |
|
$2.0 billion | 480 | 7 | $4.2 million |
| 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 |
| Investifi Wealth Management |
|
$153,593 | 8 | 1 | $19,199 |
| Jordan Wealth Managment |
|
$61.7 million | 497 | 5 | $124,177 |
| Legacy Wealth Management |
|
$275.9 million | 2,180 | 23 | $126,553 |
| Liftoff Financial Planning |
|
$1.5 million | 40 | 1 | $38,125 |
| Lupu Financial |
|
$15.5 million | 57 | 1 | $271,929 |
| M Premier Partners |
|
$188.7 million | 254 | 2 | $742,903 |
| Mountain Pacific Investment Advisers |
|
$1.7 billion | 337 | 5 | $5.0 million |
| Mustard Seed Financial |
|
$82.8 million | 400 | 2 | $206,891 |
| 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 |
| Onyx Financial Advisors |
|
$299.8 million | 236 | 7 | $1.3 million |
| Pacific Peak Advisors |
|
$153.4 million | 195 | 2 | $786,456 |
| 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 |
| Pinnacle Portfolio Advisors |
|
$127.3 million | 42 | 2 | $3.0 million |
| Practice Financial Group |
|
$232.9 million | 524 | 5 | $444,380 |
| Principal Street Partners |
|
$2.8 billion | 99 | 7 | $28.1 million |
| ProfitScore Capital Management |
|
$119.7 million | 20 | 2 | $6.0 million |
| Prominence Capital |
|
$45.3 million | 27 | 1 | $1.7 million |
| Retire Sensibly |
|
$18.3 million | 87 | 1 | $210,202 |
| Robertson Stephens Wealth Management |
|
$3.7 billion | 846 | 43 | $4.4 million |
| Rockhill Advisors |
|
$116.0 million | 24 | 1 | $4.8 million |
| RW Investment Management |
|
$1.2 billion | 775 | 12 | $1.5 million |
| Sanctuary Wealth Management |
|
$203.5 million | 648 | 8 | $314,031 |
| Scratch Capital |
|
$69.9 million | 44 | 1 | $1.6 million |
| Sequent Planning |
|
$248.2 million | 3,116 | 84 | $79,639 |
| SKY-mountain Capital Management |
|
$131.3 million | 137 | 2 | $958,519 |
| Snake River Investment Counsel |
|
$23.1 million | 85 | 2 | $271,615 |
| 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 | 1 | $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 | 13 | $710,039 |
| The Retirement Group |
|
$437.4 million | 1,651 | 20 | $264,939 |
| Townsquare Capital |
|
$6.3 billion | 7,049 | 89 | $886,760 |
| 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 |
| 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 AND Schiller Wealth Management |
|
$49.9 million | 73 | 2 | $684,205 |
| Wood Tarver Financial |
|
$280.0 million | 462 | 1 | $606,060 |
More Top Firms by State
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About the Editorial Team
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