THE CAPROCK GROUP, LLC
Boise, ID
AUM
$12.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(208) 368-9600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in ID, BOISE
23 advisers found
CLEARWATER ADVISORS, LLC
Boise, ID
AUM
$4.65B
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
208-433-1222
AUM
$933.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
208-336-1422
HELMSTAR WEALTH MANAGEMENT
Boise, ID
AUM
$785.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
208-429-0800
FREEDOM FIDUCIARIES LLC
Boise, ID
AUM
$584.6M
Wealth MgmtRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
208-900-4331
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
WOOD TARVER FINANCIAL
Boise, ID
AUM
$489.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
208-343-2001
DB FITZPATRICK
Boise, ID
AUM
$487.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
208-342-2280
TUMWATER WEALTH MANAGEMENT, LLC
Boise, ID
AUM
$406.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(208) 314-2114
BR WEALTH MANAGEMENT
Boise, ID
AUM
$328.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
208-258-2540
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
ECHELON GROUP
Boise, ID
AUM
$265.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
208-345-9944
FIGURE 8 INVESTMENT STRATEGIES LLC
Boise, ID
AUM
$233.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(208) 385-0078
SCRATCH CAPITAL
Boise, ID
AUM
$230.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
208-901-8018
ARRIEN INVESTMENTS, INC.
Boise, ID
AUM
$226.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(208) 338-1520
PACIFIC VALUE, LLC
Boise, ID
AUM
$190.0M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
208-331-2315
THE ASSET CONSULTING GROUP, INC
Boise, ID
AUM
$106.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
208-333-9922
GEM STATE INVESTMENT ADVISORS
Boise, ID
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
208-890-5680
ASCENT RETIREMENT ADVISORS
Boise, ID
AUM
$43.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(208) 342-0029
AUM
$32.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
208-345-1231
PRIVATE WEALTH ADVISORS
Boise, ID
AUM
$12.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
208-287-8870
GROW RASMUSSEN CONSULTING LLC
Boise, ID
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
208-321-0660
Full profileNo website
GUERNICA CAPITAL
Boise, ID
AUM
$17.7M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
208-830-3441
Full profileNo website