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 Wealth Management advisors in ID, BOISE
35 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
ASPEN CAPITAL MANAGEMENT, LLC
Boise, ID
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
208-345-0174
AUM
$933.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
208-336-1422
TELEO CAPITAL MANAGEMENT LLC
Boise, ID
AUM
$894.1M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-323-3992
PERSPECTIVE WEALTH PARTNERS, LLC
Boise, ID
AUM
$843.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM
208-429-0960
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
LEGACY WEALTH MANAGEMENT, LLC
Boise, ID
AUM
$629.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
208-955-0500
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
ARC ADVISERS LLC
Boise, ID
AUM
$104.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(406) 218-1430
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
INTEGRATED FINANCIAL MANAGEMENT, LLC
Boise, ID
AUM
$61.2M
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
208-376-1648
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