Falists

Idaho · 37 advisers

Financial Advisors in Boise, Idaho

Looking for a financial advisor in Boise, Idaho? Falists indexes 37 SEC-registered and state-registered investment advisers in Boise — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 33 firms list a website you can visit directly. Firms in this directory manage up to $12.48B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

37

With website

33

Largest AUM

$12.48B

Financial planning

25

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth35Planning25Trusts28Retirement16Institutional23

Top advisors in Boise

Ranked by AUM · Fees, team & specialties at a glance

View all 37 →

BERKELEY, INC

Boise, ID

AUM

$573.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

208-853-6980

Full profileVisit site →

ANCORATO

Boise, ID

AUM

$283.7M

Wealth Mgmt

Team

6 advisors

Clients

0

Fees

Percentage of AUM; CONTRACTUAL PAYMENT FOR ADVISOR EDUCATION/CONSULTING SERVICES

208-925-0006

Full profileVisit site →
View all 37 advisors in Boise

More cities in Idaho

Eagle (14)Meridian (13)Ketchum (12)Idaho Falls (9)Coeur D'Alene (7)Ammon (3)Sandpoint (3)Caldwell (2)Driggs (2)Pocatello (2)Hayden (1)Lewiston (1)

Common questions

How many financial advisors are in Boise, Idaho?
37 registered investment advisers are listed in our Boise directory, sourced from public SEC filings.
What types of advisors are in Boise?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Boise?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.