National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Idaho

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Idaho involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Idaho

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Idaho that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Idaho. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Idaho

advisor-photo

JT Belnap

Treasure Valley Financial Planning

3080 E. Gentry Way #205

Meridian, ID 83642

208-813-9500

Top Financial Advisor Firms in Idaho (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
THE CAPROCK GROUP, LLC
800 West Main Street, Suite 1150 Boise, ID 83702
124272 $5,741,563,357 259 A percentage of AUM
Fixed fees
CLEARWATER ADVISORS, LLC
101 S. Capitol Blvd, Suite 1201 Boise, ID 83702
116865 $4,009,666,146 69 A percentage of AUM
Fixed fees
INSPIRE INVESTING, LLC
3597 E Monarch Sky Ln, Suite 330 Meridian, ID 83646
171988 $1,984,837,665 698 A percentage of AUM
Hourly charges
Fixed fees
RW INVESTMENT MANAGEMENT LLC
101 S Capitol Blvd, Suite 1701, Boise, ID 83702
282707 $1,356,047,848 2138 A percentage of AUM
Hourly charges
Fixed fees
PINKERTON RETIREMENT SPECIALISTS, LLC
2000 John Loop, Coeur D'Alene, ID 83814
120973 $1,020,000,942 3843 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
DB FITZPATRICK
800 W Main Street, Suite 1200 Boise, ID 83702-5778
105671 $499,044,171 132 A percentage of AUM
THE HELMSTAR GROUP, LLC
250 South 5th Street, Suite 600 Boise, ID 83702
145074 $341,704,173 1276 A percentage of AUM
Hourly charges
Fixed fees
SELWAY ASSET MANAGEMENT, INC.
877 W. Main Street, Suite 602 Boise, ID 83702
104638 $287,217,497 155 A percentage of AUM
ARCADIA INVESTMENT ADVISORS, LLC
1028 S. Bridgeway Place, Suite 100, Eagle, ID 83616-6095
109590 $263,439,907 831 A percentage of AUM
BR WEALTH MANAGEMENT
390 East Parkcenter Boulevard, Suite 100a Boise, ID 83706
307546 $234,247,863 561 A percentage of AUM
Fixed fees
HAWKE FINANCIAL GROUP
2484 N Stokesberry Place, Suite 100 Meridian, ID 83646-6083
301733 $158,458,266 927 A percentage of AUM
Hourly charges
Fixed fees
AMERICAN CAPITAL ADVISORY, LLC
500 North Washington, Suite 202 Ketchum, ID 83340
141944 $151,719,133 423 A percentage of AUM
Fixed fees
Other (A SOLICITOR AGREEMENT FOR LEGACY ACCOUNTS (SEE PART 2))
DOCEO WEALTH, LLC
1880 S. Cobalt Point Way, Suite 350 Meridian, ID 83642
310415 $125,407,070 442 A percentage of AUM
Hourly charges
Fixed fees
FIDUCIARY SERVICES LLC
275 S 5th Ave, Suite 251, Pocatello, ID 83201
314777 $101,767,177 2 A percentage of AUM
Hourly charges
Fixed fees
ARRIEN INVESTMENTS, INC.
4477 W. Emerald Street, Suite A100 Boise, ID 83706
321819 $0 0 A percentage of AUM
Hourly charges

Additional Financial Advisors in Idaho

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Amy McMurdie
Inquire with Amy
1025 Shoshone St N, Ste 5 Twin Falls, ID 83301 208-734-8909
Brent Larkin
Inquire with Brent
101 S Capitol Blvd, Suite 401 Boise, ID 83702 208-338-6958
Brandon Baxter
Inquire with Brandon
101 S Capitol Blvd, Suite 401 Boise, ID 83702 208-338-2785
Blansett Wealth Navigation, LLC
Inquire with Blansett
2449 South Vista Avenue, Suite A Boise, ID 83705 208-333-9584
American Capital Tactics
Inquire with American
1965 North Palisades Drive, Post Falls, ID 83854 208-292-8355
Arche Wealth Management
Inquire with Arche
6003 West Overland Road, Suite 302 Boise, ID 83709 208-489-1989
Brandon C. Bailey
Inquire with Brandon
101 S Capitol Blvd, Suite 401 Boise, ID 83702 208-338-2749
Steven Petersen
Inquire with Steven
4189 Pole Line Rd, Pocatello, ID 83202 208-232-6594
Justin Samples
Inquire with Justin
8781 W Ardene St, Ste 101 Boise, ID 83709 208-938-4416
Thomas Frame
Inquire with Thomas
101 N Fourth Ave, Ste 205 Sandpoint, ID 83864 208-665-6300

Select other cities around Idaho to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors