Top 10 advisors in Idaho
We’ve curated a list of the best financial advisors in Idaho, take a look at it below
Find an advisor in Idaho| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,031,677,896 | 23 advisors | ||
| 2 | $886,912,539 | 17 advisors | ||
| 3 | $520,780,003 | 29 advisors | ||
| 4 | $355,934,922 | 8 advisors | ||
| 5 | $201,492,661 | 10 advisors | ||
| 6 | $183,595,782 | 3 advisors | ||
| 7 | $170,711,691 | 5 advisors | ||
| 8 | $157,497,669 | 4 advisors | ||
| 9 | $156,303,759 | 1 advisors | ||
| 10 | $152,160,184 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Idaho, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Idaho. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Inspire Investing, LLC
Assets under management
$2,031,677,896
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Pension Consulting Services
Model Portfolios To Rr's Of Unaffiliated Broker/dealers
2. Rw Investment Management LLC
Assets under management
$886,912,539
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Inspire Advisors, LLC
Assets under management
$520,780,003
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Sub-advisory Services/consulting
4. West Oak Capital, LLC
Assets under management
$355,934,922
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Sanctuary Wealth Management, LLC
Assets under management
$201,492,661
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
6. Hawke Financial Group
Assets under management
$183,595,782
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Doceo Wealth, LLC
Assets under management
$170,711,691
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
8. Next Level Wealth Planning, LLC
Assets under management
$157,497,669
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting
9. Elite Financial, Inc.
Assets under management
$156,303,759
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Tree City Advisors, LLC
Assets under management
$152,160,184
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Your first meeting is free.