{ "path": "/advisors/id/boise-city/boise", "url": "https://advisorcensus.com/advisors/id/boise-city/boise", "page_type": "metro_city", "title": "Financial advisors in Boise, ID", "filters": {}, "scope_total": 40, "faq": [ { "q": "How many financial advisory firms are there in Boise, ID?", "a": "AdvisorCensus lists 40 investment advisory firms with a principal office in Boise, Idaho (part of the Boise City metro area), from Form ADV filings as of October 2026: 21 SEC-registered, 17 state-registered, and 2 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Boise, ID?", "a": "17 of the 40 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Boise, ID offer financial planning?", "a": "26 of the 38 firms in Boise, ID that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Boise, ID fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 17 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 40 investment advisory firms with a principal office in Boise, Idaho (part of the Boise City metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Boise City metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Boise, ID: 40 firms from Form ADV filings as of October 2026.", "total_firms": 40, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 21, "state": 17, "exempt": 2 }, "fee_model_mix": [ { "code": "fee-only", "count": 17 }, { "code": "percentage_of_aum", "count": 37 }, { "code": "hourly", "count": 13 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 25 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 2 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 2 } ], "years_registered_distribution": [ { "code": "under_5", "count": 11 }, { "code": "5_to_9", "count": 12 }, { "code": "10_to_19", "count": 10 }, { "code": "20_plus", "count": 7 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 13 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 285933, "name": "Accord Capital Management, Ltd.", "name_as_filed": "ACCORD CAPITAL MANAGEMENT, LTD.", "url": "https://advisorcensus.com/firm/accord-capital-management-ltd-boise-id-285933", "city": "Boise", "state": "ID", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121538, "name": "Advanced Financial Solutions, Inc.", "name_as_filed": "ADVANCED FINANCIAL SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/advanced-financial-solutions-inc-boise-id-121538", "city": "Boise", "state": "ID", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322695, "name": "Ancorato", "name_as_filed": "ANCORATO", "url": "https://advisorcensus.com/firm/ancorato-boise-id-322695", "city": "Boise", "state": "ID", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 307497, "name": "ARC Advisers LLC", "name_as_filed": "ARC ADVISERS LLC", "url": "https://advisorcensus.com/firm/arc-advisers-llc-boise-id-307497", "city": "Boise", "state": "ID", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321819, "name": "Arrien Investments, Inc.", "name_as_filed": "ARRIEN INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/arrien-investments-inc-boise-id-321819", "city": "Boise", "state": "ID", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325385, "name": "Ascent Retirement Advisors", "name_as_filed": "ASCENT RETIREMENT ADVISORS", "url": "https://advisorcensus.com/firm/ascent-retirement-advisors-boise-id-325385", "city": "Boise", "state": "ID", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119050, "name": "Aspen Capital Management, LLC", "name_as_filed": "ASPEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aspen-capital-management-llc-boise-id-119050", "city": "Boise", "state": "ID", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117667, "name": "Berkeley, Inc", "name_as_filed": "BERKELEY, INC", "url": "https://advisorcensus.com/firm/berkeley-inc-boise-id-117667", "city": "Boise", "state": "ID", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307546, "name": "BR Wealth Management", "name_as_filed": "BR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/br-wealth-management-boise-id-307546", "city": "Boise", "state": "ID", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116865, "name": "Clearwater Advisors, LLC", "name_as_filed": "CLEARWATER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/clearwater-advisors-llc-boise-id-116865", "city": "Boise", "state": "ID", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105671, "name": "DB Fitzpatrick", "name_as_filed": "DB FITZPATRICK", "url": "https://advisorcensus.com/firm/db-fitzpatrick-boise-id-105671", "city": "Boise", "state": "ID", "years_registered": 41, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333195, "name": "Echelon Group", "name_as_filed": "ECHELON GROUP", "url": "https://advisorcensus.com/firm/echelon-group-boise-id-333195", "city": "Boise", "state": "ID", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282973, "name": "Figure 8 Investment Strategies LLC", "name_as_filed": "FIGURE 8 INVESTMENT STRATEGIES LLC", "url": "https://advisorcensus.com/firm/figure-8-investment-strategies-llc-boise-id-282973", "city": "Boise", "state": "ID", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334837, "name": "Fourthrock Financial Corporation", "name_as_filed": "FOURTHROCK FINANCIAL CORPORATION", "url": "https://advisorcensus.com/firm/fourthrock-financial-corporation-boise-id-334837", "city": "Boise", "state": "ID", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 282977, "name": "Franklin Trend Investment Management, LLC", "name_as_filed": "FRANKLIN TREND INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/franklin-trend-investment-management-llc-boise-id-282977", "city": "Boise", "state": "ID", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323673, "name": "Freedom Fiduciaries LLC", "name_as_filed": "FREEDOM FIDUCIARIES LLC", "url": "https://advisorcensus.com/firm/freedom-fiduciaries-llc-boise-id-323673", "city": "Boise", "state": "ID", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118714, "name": "Grow Rasmussen Consulting LLC", "name_as_filed": "GROW RASMUSSEN CONSULTING LLC", "url": "https://advisorcensus.com/firm/grow-rasmussen-consulting-llc-boise-id-118714", "city": "Boise", "state": "ID", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311210, "name": "Guernica Capital", "name_as_filed": "GUERNICA CAPITAL", "url": "https://advisorcensus.com/firm/guernica-capital-boise-id-311210", "city": "Boise", "state": "ID", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145074, "name": "Helmstar Wealth Management", "name_as_filed": "HELMSTAR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/helmstar-wealth-management-boise-id-145074", "city": "Boise", "state": "ID", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283592, "name": "Integrated Advisors", "name_as_filed": "INTEGRATED ADVISORS", "url": "https://advisorcensus.com/firm/integrated-advisors-boise-id-283592", "city": "Boise", "state": "ID", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304071, "name": "Integrated Financial Management, LLC", "name_as_filed": "INTEGRATED FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/integrated-financial-management-llc-boise-id-304071", "city": "Boise", "state": "ID", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142840, "name": "Interwest Investment Advisors, Inc", "name_as_filed": "INTERWEST INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/interwest-investment-advisors-inc-boise-id-142840", "city": "Boise", "state": "ID", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 174767, "name": "Legacy Wealth Management, LLC", "name_as_filed": "LEGACY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/legacy-wealth-management-llc-boise-id-174767", "city": "Boise", "state": "ID", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 342440, "name": "Madrone Financial Planning", "name_as_filed": "MADRONE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/madrone-financial-planning-boise-id-342440", "city": "Boise", "state": "ID", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140876, "name": "McMillen & Company, Inc.", "name_as_filed": "MCMILLEN & COMPANY, INC.", "url": "https://advisorcensus.com/firm/mcmillen-and-company-inc-boise-id-140876", "city": "Boise", "state": "ID", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104749, "name": "Mountain Pacific Investment Advisers, LLC", "name_as_filed": "MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/mountain-pacific-investment-advisers-llc-boise-id-104749", "city": "Boise", "state": "ID", "years_registered": 49, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147086, "name": "Pacific Value, LLC", "name_as_filed": "PACIFIC VALUE, LLC", "url": "https://advisorcensus.com/firm/pacific-value-llc-boise-id-147086", "city": "Boise", "state": "ID", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140330, "name": "Perspective Wealth Partners, LLC", "name_as_filed": "PERSPECTIVE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/perspective-wealth-partners-llc-boise-id-140330", "city": "Boise", "state": "ID", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298894, "name": "Pineapple Financial", "name_as_filed": "PINEAPPLE FINANCIAL", "url": "https://advisorcensus.com/firm/pineapple-financial-boise-id-298894", "city": "Boise", "state": "ID", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152073, "name": "Private Wealth Advisors", "name_as_filed": "PRIVATE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/private-wealth-advisors-boise-id-152073", "city": "Boise", "state": "ID", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 318835, "name": "Scratch Capital", "name_as_filed": "SCRATCH CAPITAL", "url": "https://advisorcensus.com/firm/scratch-capital-boise-id-318835", "city": "Boise", "state": "ID", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337591, "name": "Silveria Wealth Group, LLC", "name_as_filed": "SILVERIA WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/silveria-wealth-group-llc-boise-id-337591", "city": "Boise", "state": "ID", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 284574, "name": "Stage.o Management LLC", "name_as_filed": "STAGE.O MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stage-o-management-llc-boise-id-284574", "city": "Boise", "state": "ID", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342179, "name": "Tadman Financial", "name_as_filed": "TADMAN FINANCIAL", "url": "https://advisorcensus.com/firm/tadman-financial-boise-id-342179", "city": "Boise", "state": "ID", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307203, "name": "Teleo Capital Management LLC", "name_as_filed": "TELEO CAPITAL 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"hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/id", "label": "Financial advisors in Idaho" }, "metro": { "path": "/advisors/id/boise-city", "label": "Financial advisors in Boise City, ID" }, "city_pages": [ { "path": "/advisors/id/boise-city/eagle", "label": "Financial advisors in Eagle, ID", "firm_count": 17 }, { "path": "/advisors/id/boise-city/meridian", "label": "Financial advisors in Meridian, ID", "firm_count": 16 } ], "fee_pages": [ { "path": "/advisors/id/boise-city/fee-only", "label": "Fee-only financial advisors in Boise City, ID", "firm_count": 29 }, { "path": "/advisors/id/boise-city/flat-fee", "label": "Flat-fee financial advisors in Boise City, ID", "firm_count": 48 }, { "path": "/advisors/id/boise-city/hourly", "label": "Hourly financial advisors in Boise City, ID", "firm_count": 31 } ], "niche_pages": [] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }