# Financial advisors in Idaho

> AdvisorCensus lists 164 investment advisory firms with a principal office in Idaho, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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/page/3

## At a glance

- Investment advisory firms: 164
- Registration: SEC-registered investment adviser: 55, State-registered investment adviser: 98, Exempt reporting adviser: 11
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 69 (45%); Percentage of assets 139 (91%); Hourly charges 71 (46%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 91 (59%); Commissions 4 (3%); Performance-based fees 12 (8%); Other 16 (10%); No compensation arrangements reported 11
- Regulatory assets under management (Item 5.F): Under $25 million 47 (29%); $25 million to $100 million 30 (18%); $100 million to $500 million 39 (24%); $500 million to $1 billion 13 (8%); $1 billion to $5 billion 9 (5%); Over $5 billion 1 (1%); Not reported 25 (15%)
- Years registered: Under 5 years 66 (40%); 5 to 9 years 49 (30%); 10 to 19 years 34 (21%); 20 years or more 15 (9%)

## Firms (page 3 of 4, 101 to 150 of 164, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [McRae Capital Management L.L.C.](https://advisorcensus.com/firm/mcrae-capital-management-l-l-c-ketchum-id-117477) ([md](https://advisorcensus.com/firm/mcrae-capital-management-l-l-c-ketchum-id-117477.md)) | 117477 | Ketchum, ID | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Medina Financial, LLC](https://advisorcensus.com/firm/medina-financial-llc-grace-id-300643) ([md](https://advisorcensus.com/firm/medina-financial-llc-grace-id-300643.md)) | 300643 | Grace, ID | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Morris Asset Management](https://advisorcensus.com/firm/morris-asset-management-149250) ([md](https://advisorcensus.com/firm/morris-asset-management-149250.md)) | 149250 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets, Other |
| [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 |
| [Northbank Capital Management, LLC](https://advisorcensus.com/firm/northbank-capital-management-llc-ketchum-id-318396) ([md](https://advisorcensus.com/firm/northbank-capital-management-llc-ketchum-id-318396.md)) | 318396 | Ketchum, ID | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Onyx Financial Advisors, LLC](https://advisorcensus.com/firm/onyx-financial-advisors-llc-idaho-falls-id-134881) ([md](https://advisorcensus.com/firm/onyx-financial-advisors-llc-idaho-falls-id-134881.md)) | 134881 | Idaho Falls, ID | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee, Other |
| [Pacific Peak Advisors, LLC](https://advisorcensus.com/firm/pacific-peak-advisors-llc-ketchum-id-326711) ([md](https://advisorcensus.com/firm/pacific-peak-advisors-llc-ketchum-id-326711.md)) | 326711 | Ketchum, ID | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [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 |
| [Permanent Ventures GP LLC](https://advisorcensus.com/firm/permanent-ventures-gp-llc-coeur-d-alene-id-315119) ([md](https://advisorcensus.com/firm/permanent-ventures-gp-llc-coeur-d-alene-id-315119.md)) | 315119 | Coeur D'Alene, ID | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [PGP Advisors, LLC](https://advisorcensus.com/firm/pgp-advisors-llc-ketchum-id-172611) ([md](https://advisorcensus.com/firm/pgp-advisors-llc-ketchum-id-172611.md)) | 172611 | Ketchum, ID | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance fee |
| [Pilot Wealth Strategies](https://advisorcensus.com/firm/pilot-wealth-strategies-hayden-id-334347) ([md](https://advisorcensus.com/firm/pilot-wealth-strategies-hayden-id-334347.md)) | 334347 | Hayden, ID | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Pinkerton Wealth Partners](https://advisorcensus.com/firm/pinkerton-wealth-partners-coeur-d-alene-id-120973) ([md](https://advisorcensus.com/firm/pinkerton-wealth-partners-coeur-d-alene-id-120973.md)) | 120973 | Coeur D'Alene, ID | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Subscription, Fixed fee, Commissions |
| [Pinyon Pine Capital LLC](https://advisorcensus.com/firm/pinyon-pine-capital-llc-ketchum-id-155916) ([md](https://advisorcensus.com/firm/pinyon-pine-capital-llc-ketchum-id-155916.md)) | 155916 | Ketchum, ID | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Performance fee |
| [Pios Capital, LLC](https://advisorcensus.com/firm/pios-capital-llc-ketchum-id-330724) ([md](https://advisorcensus.com/firm/pios-capital-llc-ketchum-id-330724.md)) | 330724 | Ketchum, ID | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Preferred Retirement Options, Inc](https://advisorcensus.com/firm/preferred-retirement-options-inc-ammon-id-116172) ([md](https://advisorcensus.com/firm/preferred-retirement-options-inc-ammon-id-116172.md)) | 116172 | Ammon, ID | State-registered investment adviser | Under $25 million | 28 | % of assets, Fixed fee |
| [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 |
| [RCA Green Mining LLC](https://advisorcensus.com/firm/rca-green-mining-llc-ketchum-id-323577) ([md](https://advisorcensus.com/firm/rca-green-mining-llc-ketchum-id-323577.md)) | 323577 | Ketchum, ID | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Red Oak Capital Advisors](https://advisorcensus.com/firm/red-oak-capital-advisors-salmon-id-159665) ([md](https://advisorcensus.com/firm/red-oak-capital-advisors-salmon-id-159665.md)) | 159665 | Salmon, ID | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Redpoint Investment Advisors](https://advisorcensus.com/firm/redpoint-investment-advisors-hailey-id-311737) ([md](https://advisorcensus.com/firm/redpoint-investment-advisors-hailey-id-311737.md)) | 311737 | Hailey, ID | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [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 |
| [Rockhill Advisors LLC](https://advisorcensus.com/firm/rockhill-advisors-llc-victor-id-288789) ([md](https://advisorcensus.com/firm/rockhill-advisors-llc-victor-id-288789.md)) | 288789 | Victor, ID | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Roundtable Funding LLC](https://advisorcensus.com/firm/roundtable-funding-llc-312645) ([md](https://advisorcensus.com/firm/roundtable-funding-llc-312645.md)) | 312645 | Not reported, Not reported | State-registered investment adviser | Not reported | 5 | Commissions |
| [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 |
| [Sand Creek Capital, LLC](https://advisorcensus.com/firm/sand-creek-capital-llc-rexburg-id-326719) ([md](https://advisorcensus.com/firm/sand-creek-capital-llc-rexburg-id-326719.md)) | 326719 | Rexburg, ID | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, 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 |
| [Sentinel Wealth Strategies](https://advisorcensus.com/firm/sentinel-wealth-strategies-idaho-falls-id-285889) ([md](https://advisorcensus.com/firm/sentinel-wealth-strategies-idaho-falls-id-285889.md)) | 285889 | Idaho Falls, ID | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Sherman Portfolios](https://advisorcensus.com/firm/sherman-portfolios-coeur-d-alene-id-322728) ([md](https://advisorcensus.com/firm/sherman-portfolios-coeur-d-alene-id-322728.md)) | 322728 | Coeur D'Alene, ID | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Other |
| [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 |
| [Sky-Mountain Capital Management](https://advisorcensus.com/firm/sky-mountain-capital-management-ketchum-id-312915) ([md](https://advisorcensus.com/firm/sky-mountain-capital-management-ketchum-id-312915.md)) | 312915 | Ketchum, ID | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Snake River Investment Counsel LLC](https://advisorcensus.com/firm/snake-river-investment-counsel-llc-idaho-falls-id-314200) ([md](https://advisorcensus.com/firm/snake-river-investment-counsel-llc-idaho-falls-id-314200.md)) | 314200 | Idaho Falls, ID | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Spinnaker Financial Advisors, LLC](https://advisorcensus.com/firm/spinnaker-financial-advisors-llc-idaho-falls-id-118885) ([md](https://advisorcensus.com/firm/spinnaker-financial-advisors-llc-idaho-falls-id-118885.md)) | 118885 | Idaho Falls, ID | State-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [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 |
| [Stewardship Asset Management LLC](https://advisorcensus.com/firm/stewardship-asset-management-llc-334790) ([md](https://advisorcensus.com/firm/stewardship-asset-management-llc-334790.md)) | 334790 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Straight Line Investment Group, LLC](https://advisorcensus.com/firm/straight-line-investment-group-llc-idaho-falls-id-167598) ([md](https://advisorcensus.com/firm/straight-line-investment-group-llc-idaho-falls-id-167598.md)) | 167598 | Idaho Falls, ID | State-registered investment adviser | $25 million to $100 million | 13 | % 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 |
| [Sun Valley Advisors, Inc.](https://advisorcensus.com/firm/sun-valley-advisors-inc-ketchum-id-118914) ([md](https://advisorcensus.com/firm/sun-valley-advisors-inc-ketchum-id-118914.md)) | 118914 | Ketchum, ID | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Sun Valley Gold LLC](https://advisorcensus.com/firm/sun-valley-gold-llc-ketchum-id-108858) ([md](https://advisorcensus.com/firm/sun-valley-gold-llc-ketchum-id-108858.md)) | 108858 | Ketchum, ID | State-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Table Rock Financial Planning](https://advisorcensus.com/firm/table-rock-financial-planning-149401) ([md](https://advisorcensus.com/firm/table-rock-financial-planning-149401.md)) | 149401 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, 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 |
| [Teton Crest Wealth Planning](https://advisorcensus.com/firm/teton-crest-wealth-planning-idaho-falls-id-330009) ([md](https://advisorcensus.com/firm/teton-crest-wealth-planning-idaho-falls-id-330009.md)) | 330009 | Idaho Falls, ID | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |

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## Questions people ask

**How many financial advisory firms are there in Idaho?**
AdvisorCensus lists 164 investment advisory firms with a principal office in Idaho, from Form ADV filings as of October 2026: 55 SEC-registered, 98 state-registered, and 11 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 Idaho?**
69 of the 164 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 Idaho offer financial planning?**
108 of the 153 firms in Idaho 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 Idaho 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 69 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.

## Related pages

- [Financial advisors in Idaho](https://advisorcensus.com/advisors/id) (https://advisorcensus.com/advisors/id.md)
- [Fee-only financial advisors in Idaho](https://advisorcensus.com/advisors/id/fee-only) (https://advisorcensus.com/advisors/id/fee-only.md)
- [Flat-fee financial advisors in Idaho](https://advisorcensus.com/advisors/id/flat-fee) (https://advisorcensus.com/advisors/id/flat-fee.md)
- [Hourly financial advisors in Idaho](https://advisorcensus.com/advisors/id/hourly) (https://advisorcensus.com/advisors/id/hourly.md)

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

Cite as: AdvisorCensus. Financial advisors in Idaho: 164 firms from Form ADV filings as of October 2026.