ROCKHILL ADVISORS LLC
Victor, ID
AUM
$174.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(312) 282-1040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
115 advisers found
HAZLETT WEALTH MANAGEMENT LLC
Ketchum, ID
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
208-726-0605
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
Sandpoint, ID
AUM
$120.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
208-265-5959
MUSTARD SEED FINANCIAL
Meridian, ID
AUM
$109.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
208-899-8389
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
SPINNAKER FINANCIAL ADVISORS, LLC
Idaho Falls, ID
AUM
$102.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
208-542-0742
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
INTERMOUNTAIN WEALTH MANAGEMENT, INC.
Idaho Falls, ID
AUM
$90.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
208-522-3344
ARCHER WEALTH ADVISORS
Coeur D'Alene, ID
AUM
$79.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
208-285-3904
SNAKE RIVER INVESTMENT COUNSEL LLC
Idaho Falls, ID
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(208) 994-6729
ALUPKA ASSET MANAGEMENT
Driggs, ID
AUM
$77.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(415) 729-0012
JORDAN WEALTH MANAGEMENT
Pocatello, ID
AUM
$72.7M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
208-232-5471
FIRM FOUNDATION WEALTH MANAGEMENT, LLC
Caldwell, ID
AUM
$71.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
425-749-4099
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
INTERWEST INVESTMENT ADVISORS, INC
Boise, ID
AUM
$60.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
208-465-0034
RETIRE SENSIBLY LLC
Meridian, ID
AUM
$58.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
2087953446
PROMINENCE CAPITAL
Eagle, ID
AUM
$57.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
310-433-5378
3 PEAKS FINANCIAL
Ammon, ID
AUM
$53.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(208) 881-5505
PROFITSCORE CAPITAL MANAGEMENT, INC.
Eagle, ID
AUM
$50.9M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; LICENSING FEES FOR INDEX USAGE
208-472-8849
PINYON PINE CAPITAL LLC
Ketchum, ID
AUM
$46.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-776-1190
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
ACCORD CAPITAL MANAGEMENT, LTD.
Boise, ID
AUM
$32.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
208 720 4320