# Financial advisors in Boise City, ID

> AdvisorCensus lists 80 investment advisory firms with a principal office in the Boise City metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/id/boise-city/page/2

## At a glance

- Investment advisory firms: 80
- Registration: SEC-registered investment adviser: 36, State-registered investment adviser: 39, Exempt reporting adviser: 5
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 29 (39%); Percentage of assets 71 (95%); Hourly charges 31 (41%); Fixed fees 48 (64%); Commissions 2 (3%); Performance-based fees 4 (5%); Other 9 (12%); No compensation arrangements reported 5
- Regulatory assets under management (Item 5.F): Under $25 million 12 (15%); $25 million to $100 million 16 (20%); $100 million to $500 million 24 (30%); $500 million to $1 billion 10 (13%); $1 billion to $5 billion 7 (9%); Over $5 billion 1 (1%); Not reported 10 (13%)
- Years registered: Under 5 years 30 (38%); 5 to 9 years 24 (30%); 10 to 19 years 15 (19%); 20 years or more 11 (14%)

## Firms (page 2 of 2, 51 to 80 of 80, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Pineapple Financial](https://advisorcensus.com/firm/pineapple-financial-boise-id-298894) ([md](https://advisorcensus.com/firm/pineapple-financial-boise-id-298894.md)) | 298894 | Boise, ID | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Private Wealth Advisors](https://advisorcensus.com/firm/private-wealth-advisors-boise-id-152073) ([md](https://advisorcensus.com/firm/private-wealth-advisors-boise-id-152073.md)) | 152073 | Boise, ID | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee, Other |
| [Profits Plus Capital Management, LLC](https://advisorcensus.com/firm/profits-plus-capital-management-llc-nampa-id-118294) ([md](https://advisorcensus.com/firm/profits-plus-capital-management-llc-nampa-id-118294.md)) | 118294 | Nampa, ID | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Commissions, Performance fee |
| [Profitscore Capital Management, Inc.](https://advisorcensus.com/firm/profitscore-capital-management-inc-eagle-id-119210) ([md](https://advisorcensus.com/firm/profitscore-capital-management-inc-eagle-id-119210.md)) | 119210 | Eagle, ID | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Other |
| [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 |
| [Siddhi Capital, LLC](https://advisorcensus.com/firm/siddhi-capital-llc-meridian-id-314493) ([md](https://advisorcensus.com/firm/siddhi-capital-llc-meridian-id-314493.md)) | 314493 | Meridian, ID | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance 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 |
| [Stage.o Management LLC](https://advisorcensus.com/firm/stage-o-management-llc-boise-id-284574) ([md](https://advisorcensus.com/firm/stage-o-management-llc-boise-id-284574.md)) | 284574 | Boise, ID | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Stonewell Financial Management LLC](https://advisorcensus.com/firm/stonewell-financial-management-llc-garden-city-id-343327) ([md](https://advisorcensus.com/firm/stonewell-financial-management-llc-garden-city-id-343327.md)) | 343327 | Garden City, ID | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [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 |
| [Tadman Financial](https://advisorcensus.com/firm/tadman-financial-boise-id-342179) ([md](https://advisorcensus.com/firm/tadman-financial-boise-id-342179.md)) | 342179 | Boise, ID | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Teleo Capital Management LLC](https://advisorcensus.com/firm/teleo-capital-management-llc-boise-id-307203) ([md](https://advisorcensus.com/firm/teleo-capital-management-llc-boise-id-307203.md)) | 307203 | Boise, ID | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [The Asset Consulting Group, Inc](https://advisorcensus.com/firm/the-asset-consulting-group-inc-boise-id-173060) ([md](https://advisorcensus.com/firm/the-asset-consulting-group-inc-boise-id-173060.md)) | 173060 | Boise, ID | State-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [The Caprock Group, LLC](https://advisorcensus.com/firm/the-caprock-group-llc-boise-id-124272) ([md](https://advisorcensus.com/firm/the-caprock-group-llc-boise-id-124272.md)) | 124272 | Boise, ID | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee |
| [Treasure Valley Financial Planning](https://advisorcensus.com/firm/treasure-valley-financial-planning-meridian-id-341732) ([md](https://advisorcensus.com/firm/treasure-valley-financial-planning-meridian-id-341732.md)) | 341732 | Meridian, ID | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Commissions |
| [Trek Line Wealth](https://advisorcensus.com/firm/trek-line-wealth-horseshoe-bend-id-322921) ([md](https://advisorcensus.com/firm/trek-line-wealth-horseshoe-bend-id-322921.md)) | 322921 | Horseshoe Bend, ID | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Tres Group](https://advisorcensus.com/firm/tres-group-meridian-id-310596) ([md](https://advisorcensus.com/firm/tres-group-meridian-id-310596.md)) | 310596 | Meridian, ID | State-registered investment adviser | Not reported | 1 | Fixed fee |
| [Tumwater Wealth Management, LLC](https://advisorcensus.com/firm/tumwater-wealth-management-llc-boise-id-300443) ([md](https://advisorcensus.com/firm/tumwater-wealth-management-llc-boise-id-300443.md)) | 300443 | Boise, ID | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Venturi Private Wealth](https://advisorcensus.com/firm/venturi-private-wealth-boise-id-169576) ([md](https://advisorcensus.com/firm/venturi-private-wealth-boise-id-169576.md)) | 169576 | Boise, ID | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Viewpoint Advisory, LLC](https://advisorcensus.com/firm/viewpoint-advisory-llc-meridian-id-305164) ([md](https://advisorcensus.com/firm/viewpoint-advisory-llc-meridian-id-305164.md)) | 305164 | Meridian, ID | State-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Wood Tarver Financial](https://advisorcensus.com/firm/wood-tarver-financial-boise-id-298793) ([md](https://advisorcensus.com/firm/wood-tarver-financial-boise-id-298793.md)) | 298793 | Boise, ID | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/id/boise-city.md

## Questions people ask

**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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Every firm in this list as CSV: https://advisorcensus.com/advisors/id/boise-city.csv

Cite as: AdvisorCensus. Financial advisors in Boise City, ID: 80 firms from Form ADV filings as of October 2026.