# Financial advisors for high-net-worth individuals in Boise City, ID

> AdvisorCensus lists 59 investment advisory firms with a principal office in the Boise City metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/id/boise-city/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 59
- Registration: SEC-registered investment adviser: 31, State-registered investment adviser: 28
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 25 (42%); Percentage of assets 57 (97%); Hourly charges 25 (42%); Fixed fees 40 (68%); Commissions 1 (2%); Performance-based fees 1 (2%); Other 6 (10%)
- Regulatory assets under management (Item 5.F): Under $25 million 6 (10%); $25 million to $100 million 15 (25%); $100 million to $500 million 21 (36%); $500 million to $1 billion 7 (12%); $1 billion to $5 billion 7 (12%); Over $5 billion 1 (2%); Not reported 2 (3%)
- Years registered: Under 5 years 15 (25%); 5 to 9 years 20 (34%); 10 to 19 years 14 (24%); 20 years or more 10 (17%)

## Firms (page 1 of 2, 1 to 50 of 59, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Accord Capital Management, Ltd.](https://advisorcensus.com/firm/accord-capital-management-ltd-boise-id-285933) ([md](https://advisorcensus.com/firm/accord-capital-management-ltd-boise-id-285933.md)) | 285933 | Boise, ID | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Advanced Financial Solutions, Inc.](https://advisorcensus.com/firm/advanced-financial-solutions-inc-boise-id-121538) ([md](https://advisorcensus.com/firm/advanced-financial-solutions-inc-boise-id-121538.md)) | 121538 | Boise, ID | State-registered investment adviser | Under $25 million | 14 | % of assets, Fixed fee |
| [Alturas Wealth Management, LLC](https://advisorcensus.com/firm/alturas-wealth-management-llc-eagle-id-304531) ([md](https://advisorcensus.com/firm/alturas-wealth-management-llc-eagle-id-304531.md)) | 304531 | Eagle, ID | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [American Independent Securities Group, LLC](https://advisorcensus.com/firm/american-independent-securities-group-llc-eagle-id-135288) ([md](https://advisorcensus.com/firm/american-independent-securities-group-llc-eagle-id-135288.md)) | 135288 | Eagle, ID | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Hourly, Fixed fee |
| [ARC Advisers LLC](https://advisorcensus.com/firm/arc-advisers-llc-boise-id-307497) ([md](https://advisorcensus.com/firm/arc-advisers-llc-boise-id-307497.md)) | 307497 | Boise, ID | State-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Arcadia Investment Advisors, LLC](https://advisorcensus.com/firm/arcadia-investment-advisors-llc-eagle-id-109590) ([md](https://advisorcensus.com/firm/arcadia-investment-advisors-llc-eagle-id-109590.md)) | 109590 | Eagle, ID | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets |
| [Arrien Investments, Inc.](https://advisorcensus.com/firm/arrien-investments-inc-boise-id-321819) ([md](https://advisorcensus.com/firm/arrien-investments-inc-boise-id-321819.md)) | 321819 | Boise, ID | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Ascend Wealth Management LLC](https://advisorcensus.com/firm/ascend-wealth-management-llc-eagle-id-333076) ([md](https://advisorcensus.com/firm/ascend-wealth-management-llc-eagle-id-333076.md)) | 333076 | Eagle, ID | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Other |
| [Ascent Retirement Advisors](https://advisorcensus.com/firm/ascent-retirement-advisors-boise-id-325385) ([md](https://advisorcensus.com/firm/ascent-retirement-advisors-boise-id-325385.md)) | 325385 | Boise, ID | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Aspen Capital Management, LLC](https://advisorcensus.com/firm/aspen-capital-management-llc-boise-id-119050) ([md](https://advisorcensus.com/firm/aspen-capital-management-llc-boise-id-119050.md)) | 119050 | Boise, ID | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee |
| [Bahr Financial Planning Network, Inc.](https://advisorcensus.com/firm/bahr-financial-planning-network-inc-eagle-id-154188) ([md](https://advisorcensus.com/firm/bahr-financial-planning-network-inc-eagle-id-154188.md)) | 154188 | Eagle, ID | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Berkeley, Inc](https://advisorcensus.com/firm/berkeley-inc-boise-id-117667) ([md](https://advisorcensus.com/firm/berkeley-inc-boise-id-117667.md)) | 117667 | Boise, ID | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [BR Wealth Management](https://advisorcensus.com/firm/br-wealth-management-boise-id-307546) ([md](https://advisorcensus.com/firm/br-wealth-management-boise-id-307546.md)) | 307546 | Boise, ID | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Clearwater Advisors, LLC](https://advisorcensus.com/firm/clearwater-advisors-llc-boise-id-116865) ([md](https://advisorcensus.com/firm/clearwater-advisors-llc-boise-id-116865.md)) | 116865 | Boise, ID | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Fixed fee |
| [Continuum Advisory, LLC](https://advisorcensus.com/firm/continuum-advisory-llc-eagle-id-283155) ([md](https://advisorcensus.com/firm/continuum-advisory-llc-eagle-id-283155.md)) | 283155 | Eagle, ID | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [DB Fitzpatrick](https://advisorcensus.com/firm/db-fitzpatrick-boise-id-105671) ([md](https://advisorcensus.com/firm/db-fitzpatrick-boise-id-105671.md)) | 105671 | Boise, ID | SEC-registered investment adviser | $100 million to $500 million | 41 | % of assets |
| [Delta Financial Advisory](https://advisorcensus.com/firm/delta-financial-advisory-meridian-id-330238) ([md](https://advisorcensus.com/firm/delta-financial-advisory-meridian-id-330238.md)) | 330238 | Meridian, ID | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Desert Rose Capital Management, Inc.](https://advisorcensus.com/firm/desert-rose-capital-management-inc-meridian-id-154331) ([md](https://advisorcensus.com/firm/desert-rose-capital-management-inc-meridian-id-154331.md)) | 154331 | Meridian, ID | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Dillon Financial Planning, Inc.](https://advisorcensus.com/firm/dillon-financial-planning-inc-eagle-id-133755) ([md](https://advisorcensus.com/firm/dillon-financial-planning-inc-eagle-id-133755.md)) | 133755 | Eagle, ID | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee, Other |
| [Doceo Wealth, LLC](https://advisorcensus.com/firm/doceo-wealth-llc-meridian-id-310415) ([md](https://advisorcensus.com/firm/doceo-wealth-llc-meridian-id-310415.md)) | 310415 | Meridian, ID | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Echelon Group](https://advisorcensus.com/firm/echelon-group-boise-id-333195) ([md](https://advisorcensus.com/firm/echelon-group-boise-id-333195.md)) | 333195 | Boise, ID | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Enduring Wealth Management, LLC](https://advisorcensus.com/firm/enduring-wealth-management-llc-meridian-id-337527) ([md](https://advisorcensus.com/firm/enduring-wealth-management-llc-meridian-id-337527.md)) | 337527 | Meridian, ID | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Figure 8 Investment Strategies LLC](https://advisorcensus.com/firm/figure-8-investment-strategies-llc-boise-id-282973) ([md](https://advisorcensus.com/firm/figure-8-investment-strategies-llc-boise-id-282973.md)) | 282973 | Boise, ID | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Firm Foundation Wealth Management, LLC](https://advisorcensus.com/firm/firm-foundation-wealth-management-llc-caldwell-id-298761) ([md](https://advisorcensus.com/firm/firm-foundation-wealth-management-llc-caldwell-id-298761.md)) | 298761 | Caldwell, ID | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Foothills Capital Management, LLC](https://advisorcensus.com/firm/foothills-capital-management-llc-eagle-id-334119) ([md](https://advisorcensus.com/firm/foothills-capital-management-llc-eagle-id-334119.md)) | 334119 | Eagle, ID | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Franklin Trend Investment Management, LLC](https://advisorcensus.com/firm/franklin-trend-investment-management-llc-boise-id-282977) ([md](https://advisorcensus.com/firm/franklin-trend-investment-management-llc-boise-id-282977.md)) | 282977 | Boise, ID | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [GPWM Advisors LLC](https://advisorcensus.com/firm/gpwm-advisors-llc-eagle-id-305630) ([md](https://advisorcensus.com/firm/gpwm-advisors-llc-eagle-id-305630.md)) | 305630 | Eagle, ID | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Grow Rasmussen Consulting LLC](https://advisorcensus.com/firm/grow-rasmussen-consulting-llc-boise-id-118714) ([md](https://advisorcensus.com/firm/grow-rasmussen-consulting-llc-boise-id-118714.md)) | 118714 | Boise, ID | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Guernica Capital](https://advisorcensus.com/firm/guernica-capital-boise-id-311210) ([md](https://advisorcensus.com/firm/guernica-capital-boise-id-311210.md)) | 311210 | Boise, ID | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Hawke Financial Group](https://advisorcensus.com/firm/hawke-financial-group-meridian-id-301733) ([md](https://advisorcensus.com/firm/hawke-financial-group-meridian-id-301733.md)) | 301733 | Meridian, ID | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Helmstar Wealth Management](https://advisorcensus.com/firm/helmstar-wealth-management-boise-id-145074) ([md](https://advisorcensus.com/firm/helmstar-wealth-management-boise-id-145074.md)) | 145074 | Boise, ID | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Inspire Advisors, LLC](https://advisorcensus.com/firm/inspire-advisors-llc-meridian-id-300279) ([md](https://advisorcensus.com/firm/inspire-advisors-llc-meridian-id-300279.md)) | 300279 | Meridian, ID | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [Inspire Investing, LLC](https://advisorcensus.com/firm/inspire-investing-llc-meridian-id-171988) ([md](https://advisorcensus.com/firm/inspire-investing-llc-meridian-id-171988.md)) | 171988 | Meridian, ID | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Integrated Advisors](https://advisorcensus.com/firm/integrated-advisors-boise-id-283592) ([md](https://advisorcensus.com/firm/integrated-advisors-boise-id-283592.md)) | 283592 | Boise, ID | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Integrated Financial Management, LLC](https://advisorcensus.com/firm/integrated-financial-management-llc-boise-id-304071) ([md](https://advisorcensus.com/firm/integrated-financial-management-llc-boise-id-304071.md)) | 304071 | Boise, ID | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Interwest Investment Advisors, Inc](https://advisorcensus.com/firm/interwest-investment-advisors-inc-boise-id-142840) ([md](https://advisorcensus.com/firm/interwest-investment-advisors-inc-boise-id-142840.md)) | 142840 | Boise, ID | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [Joski Financial](https://advisorcensus.com/firm/joski-financial-star-id-342383) ([md](https://advisorcensus.com/firm/joski-financial-star-id-342383.md)) | 342383 | Star, ID | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Legacy Wealth Management, LLC](https://advisorcensus.com/firm/legacy-wealth-management-llc-boise-id-174767) ([md](https://advisorcensus.com/firm/legacy-wealth-management-llc-boise-id-174767.md)) | 174767 | Boise, ID | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee, Performance fee, Other |
| [McMillen & Company, Inc.](https://advisorcensus.com/firm/mcmillen-and-company-inc-boise-id-140876) ([md](https://advisorcensus.com/firm/mcmillen-and-company-inc-boise-id-140876.md)) | 140876 | Boise, ID | State-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Mountain Pacific Investment Advisers, LLC](https://advisorcensus.com/firm/mountain-pacific-investment-advisers-llc-boise-id-104749) ([md](https://advisorcensus.com/firm/mountain-pacific-investment-advisers-llc-boise-id-104749.md)) | 104749 | Boise, ID | SEC-registered investment adviser | $500 million to $1 billion | 49 | % of assets, Fixed fee |
| [Mustard Seed Financial](https://advisorcensus.com/firm/mustard-seed-financial-meridian-id-120514) ([md](https://advisorcensus.com/firm/mustard-seed-financial-meridian-id-120514.md)) | 120514 | Meridian, ID | State-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee, Other |
| [Next Level Wealth Planning, LLC](https://advisorcensus.com/firm/next-level-wealth-planning-llc-meridian-id-327644) ([md](https://advisorcensus.com/firm/next-level-wealth-planning-llc-meridian-id-327644.md)) | 327644 | Meridian, ID | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Pacific Value, LLC](https://advisorcensus.com/firm/pacific-value-llc-boise-id-147086) ([md](https://advisorcensus.com/firm/pacific-value-llc-boise-id-147086.md)) | 147086 | Boise, ID | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets |
| [Perspective Wealth Partners, LLC](https://advisorcensus.com/firm/perspective-wealth-partners-llc-boise-id-140330) ([md](https://advisorcensus.com/firm/perspective-wealth-partners-llc-boise-id-140330.md)) | 140330 | Boise, ID | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets |
| [Prominence Capital](https://advisorcensus.com/firm/prominence-capital-eagle-id-165595) ([md](https://advisorcensus.com/firm/prominence-capital-eagle-id-165595.md)) | 165595 | Eagle, ID | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Retire Sensibly LLC](https://advisorcensus.com/firm/retire-sensibly-llc-meridian-id-292828) ([md](https://advisorcensus.com/firm/retire-sensibly-llc-meridian-id-292828.md)) | 292828 | Meridian, ID | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [RW Investment Management LLC](https://advisorcensus.com/firm/rw-investment-management-llc-eagle-id-282707) ([md](https://advisorcensus.com/firm/rw-investment-management-llc-eagle-id-282707.md)) | 282707 | Eagle, ID | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Scratch Capital](https://advisorcensus.com/firm/scratch-capital-boise-id-318835) ([md](https://advisorcensus.com/firm/scratch-capital-boise-id-318835.md)) | 318835 | Boise, ID | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Silveria Wealth Group, LLC](https://advisorcensus.com/firm/silveria-wealth-group-llc-boise-id-337591) ([md](https://advisorcensus.com/firm/silveria-wealth-group-llc-boise-id-337591.md)) | 337591 | Boise, ID | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Other |
| [Summit Wealth and Retirement Partners](https://advisorcensus.com/firm/summit-wealth-and-retirement-partners-eagle-id-285972) ([md](https://advisorcensus.com/firm/summit-wealth-and-retirement-partners-eagle-id-285972.md)) | 285972 | Eagle, ID | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |

- Next page: https://advisorcensus.com/advisors/id/boise-city/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Boise City, ID work with high-net-worth individuals?**
59 investment advisory firms with a principal office in the Boise City metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Boise City, ID?**
AdvisorCensus lists 80 investment advisory firms with a principal office in the Boise City metro area, from Form ADV filings as of October 2026: 36 SEC-registered, 39 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Boise City, ID?**
29 of the 80 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.

**How many financial advisors in Boise City, ID offer financial planning?**
54 of the 75 firms in Boise City, 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.

**Are the financial advisors in Boise City, ID fiduciaries?**
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 29 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Boise City, ID: 59 firms from Form ADV filings as of October 2026.