Top 7 financial advisors in Meridian, ID
We’ve curated a list of the best financial advisors in Meridian, take a look at it below
Find an advisor in Meridian| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,031,677,896 | 23 advisors | ||
| 2 | $520,780,003 | 29 advisors | ||
| 3 | $183,595,782 | 3 advisors | ||
| 4 | $170,711,691 | 5 advisors | ||
| 5 | $157,497,669 | 4 advisors | ||
| 6 | $62,743,581 | 13 advisors | ||
| 7 | $46,473,058 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Meridian, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Meridian. 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.
Inspire Investing, LLC
Inspire Investing, LLC is a financial advisory firm based in Meridian, Idaho. It currently has approximately $2,031,677,896 of assets under management and employs about 23 people. Inspire Investing, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,031,677,896
Headcount
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-108947
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
Inspire Advisors, LLC
Inspire Advisors, LLC is a financial advisory firm based in Meridian, Idaho. It currently has approximately $520,780,003 of assets under management and employs about 29 people. Inspire Advisors, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$520,780,003
Headcount
29 advisors
Fee structure
A percentage of assets under your management
SEC number
801-114673
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
Hawke Financial Group
Hawke Financial Group is a financial advisory firm based in Meridian, Idaho. It currently has approximately $183,595,782 of assets under management and employs about 3 people. Hawke Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$183,595,782
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-116678
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Doceo Wealth, LLC
Doceo Wealth, LLC is a financial advisory firm based in Meridian, Idaho. It currently has approximately $170,711,691 of assets under management and employs about 5 people. Doceo Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$170,711,691
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119586
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
Next Level Wealth Planning, LLC
Next Level Wealth Planning, LLC is a financial advisory firm based in Meridian, Idaho. It currently has approximately $157,497,669 of assets under management and employs about 4 people. Next Level Wealth Planning, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$157,497,669
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-128745
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
Desert Rose Capital Management, Inc.
Desert Rose Capital Management, Inc. is a financial advisory firm based in Meridian, Idaho. It currently has approximately $62,743,581 of assets under management and employs about 13 people. Desert Rose Capital Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$62,743,581
Headcount
13 advisors
Fee structure
A percentage of assets under your management
SEC number
801-124883
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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-advisor To Other Registered Investment Advisers
- Not sure which one to choose?Use our smart matching tool
Paradigm Wealth Services, Inc.
Paradigm Wealth Services, Inc. is a financial advisory firm based in Meridian, Idaho. It currently has approximately $46,473,058 of assets under management and employs about 1 people. Paradigm Wealth Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$46,473,058
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-79929
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.