SAND CREEK CAPITAL, LLC
Rexburg, ID
AUM
$471.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
208-356-9022
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
115 advisers found
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
ARCADIA INVESTMENT ADVISORS, LLC
Eagle, ID
AUM
$345.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
208-342-7758
AMERICAN CAPITAL ADVISORY, LLC
Ketchum, ID
AUM
$334.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
208-710-8669
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
NEXT LEVEL WEALTH PLANNING, LLC
Meridian, ID
AUM
$322.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
208-376-6949
SIDDHI CAPITAL, LLC
Meridian, ID
AUM
$303.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1 (347) 318-2297
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
ELITE FINANCIAL, INC.
Lewiston, ID
AUM
$274.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
208-746-2007
DOCEO WEALTH, LLC
Meridian, ID
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
208-350-7274
HAWKE FINANCIAL GROUP
Meridian, ID
AUM
$269.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(208) 855-9400
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
PROFITS PLUS CAPITAL MANAGEMENT, LLC
Nampa, ID
AUM
$258.1M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
208-468-3600
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 PEAK ADVISORS, LLC
Ketchum, ID
AUM
$223.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
949-737-2626
PGP ADVISORS, LLC
Ketchum, ID
AUM
$222.8M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
208-928-7922
SKY-MOUNTAIN CAPITAL MANAGEMENT
Ketchum, ID
AUM
$210.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
208-471-4261
DESERT ROSE CAPITAL MANAGEMENT, INC.
Meridian, ID
AUM
$192.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
208 297-2710
FIVE PINE WEALTH
Coeur D'Alene, ID
AUM
$191.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(877) 333-1015
PACIFIC VALUE, LLC
Boise, ID
AUM
$190.0M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
208-331-2315
AUM
$187.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
208-552-9169
ENDURING WEALTH MANAGEMENT, LLC
Meridian, ID
AUM
$181.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
208-409-0147