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 Financial Planning advisors in ID
74 advisers found
INSPIRE INVESTING, LLC
Meridian, ID
AUM
$3.96B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(877) 658-9473
CONTINUUM ADVISORY, LLC
Eagle, ID
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
2084171933
RW INVESTMENT MANAGEMENT LLC
Eagle, ID
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
208-333-1433
PINKERTON WEALTH PARTNERS
Coeur D'Alene, ID
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
800-634-2008
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
$986.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
208-489-3131
AUM
$978.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(925) 927-1900
AUM
$933.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
208-336-1422
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
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
ONYX FINANCIAL ADVISORS, LLC
Idaho Falls, ID
AUM
$506.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
208-522-6400
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
HRC WEALTH MANAGEMENT, LLC
Moscow, ID
AUM
$487.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
208-882-5547
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
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
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
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
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