Journey Retirement Planning and Investment Management, LLC is a respected investment advisory firm headquartered in Ammon, ID. With a single office, the firm provides personalized financial services to clients. Among their seven dedicated employees, three specialize in offering investment advisory services, ensuring clients receive expert guidance. Each investment advisor at Journey Retirement Planning and Investment Management manages an average of approximately $36,310,000 in assets under management, highlighting their ability to handle substantial portfolios. Their compensation structure is flexible and includes various options such as a percentage of assets under management and hourly charges, allowing clients to choose the most suitable payment arrangement. Over 80% of the firm's assets under management consist of employer 401Ks or individual accounts. Journey Retirement Planning and Investment Management possesses extensive expertise in managing 401K plans for employers and employees, demonstrating their proficiency in this area. All the assets they oversee are managed on a discretionary basis, ensuring clients' investments are handled proactively and with their best interests in mind. In addition to investment advisory services, Journey Retirement Planning and Investment Management also serves as an insurance broker or agent, broadening their range of offerings to cater to diverse financial needs. The firm proudly serves over 540 individual clients, managing a significant sum of over $108,928,000 in assets. Journey Retirement Planning and Investment Management boasts experienced advisors, including Paul Mchugh, Jennifer Landon, and Jordan Anderson, who have been with the firm for an extended period. Their expertise and commitment contribute to the success and reputation of Journey Retirement Planning and Investment Management. Overall, Journey Retirement Planning and Investment Management, LLC is dedicated to providing tailored financial solutions, leveraging their knowledge and comprehensive service offerings to help clients plan for a secure and fulfilling retirement.

Pinnacle Portfolio Advisors, based out of Boise, ID, is a small investment advisory firm dedicated to providing exceptional financial services to its clients. With a team of 5 employees, including 2 experienced investment advisors, they boast an impressive average of approximately $353,780,000 in assets under management per advisor, significantly surpassing the industry average. The firm's compensation structure is designed to align their interests with those of their clients. It encompasses various types of fees, such as a percentage of assets under management and performance-based fees, ensuring that Pinnacle Portfolio Advisors is motivated to achieve optimal results for their clients. Pinnacle Portfolio Advisors proudly manages over 20 individual clients, overseeing more than $127,281,000 in assets under management. The firm's commitment to providing comprehensive financial solutions is reflected in the fact that 100% of the assets they manage are discretionary, allowing them the flexibility to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Pinnacle Portfolio Advisors extends their expertise to other areas. They serve as insurance brokers or agents, as well as real estate brokers and dealers. This diversified approach allows them to cater to a broader range of financial needs and ensures that clients receive holistic support. With a single office in Boise, ID, Pinnacle Portfolio Advisors prides itself on personalized attention and establishing long-term relationships with their clients. Among their highly dedicated registered advisors, Bert Ellis and Amanda Rasberry have distinguished themselves as pillars of expertise within the firm. Pinnacle Portfolio Advisors stands ready to provide tailored financial guidance and investment solutions to their valued clients.

Onyx Financial Advisors, LLC is a reputable investment advisory firm headquartered in Idaho Falls, ID. With a team of 9 dedicated professionals, they specialize in offering expert financial advice to their clients. Among their employees, 7 individuals provide investment advisory services, ensuring a high level of personalized attention and expertise. With an impressive average of approximately $40,660,000 in assets under management per investment advisor, Onyx Financial Advisors, LLC has established itself as a trusted partner in managing their clients' wealth. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment with clients' needs. Catering to over 120 individual clients, Onyx Financial Advisors, LLC oversees an extensive portfolio of assets under management, totaling over $299,838,000. Their primary focus lies in managing the assets of high-net-worth individuals, although they also possess the capability to handle employer funds. Notably, all of the assets they manage are discretionary, reflecting their clients' trust in their expertise. As a local firm deeply rooted in Idaho Falls, Onyx Financial Advisors, LLC operates from a single office, enabling them to establish strong connections within the community. They take pride in their experienced team, including long-tenured advisors such as Lyndsay Goody, Aaron Sautter, and Terry Roe, who contribute their wealth of knowledge and insight to benefit their clients' financial goals. With their commitment to excellence and personalized service, Onyx Financial Advisors, LLC remains a prominent player in the investment advisory industry, providing trusted guidance to their clients in Idaho Falls and beyond.

Arrien Investments, Inc. is a reputable investment advisory firm headquartered in Boise, ID, and boasting a strong presence in the financial industry. With six dedicated professionals on their team, including three seasoned investment advisors, Arrien Investments, Inc. offers comprehensive financial guidance and expertise to their esteemed clientele. Their average assets under management per investment advisor, amounting to approximately $48,520,000, reflects their competence and effectiveness in managing investments. As an investment advisory firm, Arrien Investments, Inc. caters to a diverse range of clients, maintaining an extensive portfolio of over 280 individual accounts, collectively valued at more than $145,555,000. Their success can be attributed to their specialization in employer 401Ks and individual investment strategies, accounting for nearly half of the assets under their management. This expertise in the 401K space allows them to provide tailored investment solutions and support to both employers and individuals. Arrien Investments, Inc. follows a comprehensive compensation structure that aligns with industry standards, offering various options such as a percentage of assets under management and hourly charges. Their discretionary management approach allows them full control over the assets they handle, ensuring optimal investment decisions on behalf of their clients. With notable professionals at the helm, including Payton Chipley, Alex Hansen, and Kevin Arrien, who have demonstrated long-standing commitment to the firm, Arrien Investments, Inc. embodies a culture of trust, reliability, and extensive financial knowledge. Their dedication to delivering outstanding service and their solid track record make them a go-to choice for individuals and organizations seeking professional investment advisory services in the Boise area and beyond.

Elite Financial, Inc. is a small investment advisory firm based out of Lewiston, ID, offering comprehensive financial services to individuals and employers. With a single office, the company prides itself on delivering personalized investment advisory solutions to its clients. As a team, Elite Financial, Inc. boasts a talented and experienced workforce, comprising one dedicated investment advisor who excels in providing tailored financial guidance. With an impressive average of $156,300,000 in assets under management per investment advisor, Elite Financial, Inc. surpasses the industry average, establishing themselves as a trusted and reliable resource for managing wealth. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management and hourly charges, ensuring flexibility to meet the unique needs of each client. A notable portion of Elite Financial, Inc.'s assets under management stems from employer 401Ks and individual accounts, highlighting their expertise in this specific area. All assets managed by the firm are discretionary, reflecting the level of trust placed in their experienced hands. In addition to investment advisory services, Elite Financial, Inc. also acts as an insurance broker or agent, providing a comprehensive suite of financial solutions under one roof. With an extensive client base of over 370 individuals, the firm manages a substantial sum of assets totaling more than $156,304,000. Ryan Skinner, one of the firm's longest-tenured registered advisors, has been an integral part of Elite Financial, Inc. since 2020. With his wealth of experience and expertise, clients can trust in his commitment to guiding them towards their financial goals. Elite Financial, Inc. stands as a beacon of reliability and success in the competitive financial landscape, dedicated to helping clients achieve financial prosperity and security.

Petso Financial Consultants LLC is a highly reputable local investment advisory firm headquartered in Boise, ID, with a single office. With a team of 5 dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse client base. Known for their exceptional track record, Petso Financial Consultants LLC manages an impressive average of $200,350,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. Notably, around half of their assets under management originate from employer 401Ks and individuals, highlighting their extensive experience and success in this sector. All the assets they oversee are under discretionary management, demonstrating their commitment to making informed decisions on behalf of their clients. Catering predominantly to high-net-worth individuals, Petso Financial Consultants LLC boasts a substantial client base, serving over 1,980 individual clients with an impressive $1,001,734,000 in assets under management. The firm takes pride in the expertise of its advisors, with long-tenured professionals like Thomas Brown, David Petso, and Jennifer Stone contributing to the firm's success. Petso Financial Consultants LLC is known for its unwavering dedication to providing personalized investment advisory services and delivering exceptional results. With their extensive industry knowledge, commitment to excellence, and client-centric approach, Petso Financial Consultants LLC continues to solidify its position as a leading financial advisory firm in the Boise, ID area.

Aspen Capital Management, a local investment advisory firm based in Boise, ID, is dedicated to providing expert financial guidance and investment solutions. With a team of nine skilled professionals, including six specialized investment advisors, they offer comprehensive wealth management services. Boasting an average of $53,330,000 in assets under management per investment advisor, Aspen Capital Management maintains a solid standing within the industry. Their compensation structure includes various options such as a percentage of assets under management and fixed fees, ensuring a flexible and tailored approach to client needs. Catering primarily to high net worth individuals, Aspen Capital Management manages over $850,370,000 in assets for more than 40 individual clients. Their exceptional track record and commitment to client satisfaction have earned them a reputation for delivering results. With one office in Boise, Aspen Capital Management combines local expertise with a global perspective to guide clients through the intricacies of the financial landscape. The firm prides itself on its long-standing team, exemplified by advisors Katherine Dow, Rachel Rant, and Mike Mers, who have demonstrated unwavering dedication and expertise over the years. Aspen Capital Management remains steadfast in its mission to provide personalized investment strategies, thoughtful financial planning, and exceptional client service. By prioritizing individual goals and leveraging their extensive industry knowledge, they empower clients to achieve their financial aspirations.

Berkeley, Inc is a reputable investment advisory firm located in Boise, Idaho. With a single office, they provide exceptional investment advisory services, catering to a diverse clientele. The firm is comprised of a tight-knit team of four experienced professionals who possess in-depth knowledge of the financial industry. On average, each investment advisor at Berkeley, Inc manages approximately $71,820,000 in assets under management, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and customization for their clients. Although Berkeley, Inc's 401K and individual accounts constitute less than 30% of their assets under management, they possess the capability to effectively handle employer funds. All of the assets under their management, totaling $287,294,000, are managed on a discretionary basis, providing clients with the confidence and convenience of entrusting Berkeley, Inc with their financial goals. The firm primarily serves high net worth individuals, reflecting their expertise in managing substantial wealth. With over 80 individual clients, Berkeley, Inc has established a strong track record of success in preserving and growing their clients' assets. Berkeley, Inc boasts a team of skilled advisors, including Jon Hendrickson, Paul White, and Michael Ling, who have accumulated significant experience during their tenure with the firm. Their extensive industry knowledge and client-centered approach ensure that Berkeley, Inc remains a trusted partner in navigating the complexities of the financial markets and achieving long-term investment objectives.

American Independent Securities Group, LLC is a leading regional investment advisory firm headquartered in Eagle, ID, operating through 29 offices. With a team of 33 dedicated professionals, the company specializes in providing comprehensive investment advisory services to a diverse clientele. Each advisor at American Independent Securities Group is committed to delivering exceptional financial guidance and support. With an impressive average of approximately $12,350,000 in assets under management per investment advisor, American Independent Securities Group demonstrates its proficiency in managing clients' portfolios effectively. The firm's compensation structure offers various options, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible and tailored solutions for their clients' unique needs. A notable aspect of American Independent Securities Group's expertise lies in managing employer 401Ks and individual investments, which collectively constitute about half of their assets under management. With extensive experience in this space, the firm has developed a strong track record of success and has established itself as a trusted partner in helping clients achieve their financial goals. In addition to investment advisory services, American Independent Securities Group also acts as an insurance broker or agent, providing comprehensive coverage options to meet clients' risk management needs. The firm boasts an impressive client base, serving over 2,590 individual clients and managing assets worth over $407,674,000. Among its distinguished team of advisors, Kevin Andrews, Suanne Jones, and Thomas Sellin stand out as some of the longest-tenured professionals at American Independent Securities Group, bringing a wealth of knowledge and experience to their clients' financial journeys.

Pacific Value, LLC, based out of Boise, ID, is a small investment advisory firm specializing in providing personalized financial guidance to individual clients. With one office, Pacific Value, LLC boasts a dedicated team of four professionals, three of whom are experienced investment advisors. Their collective expertise enables them to effectively manage approximately $50,000,000 in assets per investment advisor, aligning with the industry average. Pacific Value, LLC adopts a comprehensive compensation structure, incorporating various types of fees, such as a percentage of assets under management. Notably, they have garnered a reputation for their proficiency in managing employer 401Ks and individual portfolios, with half of their assets under management sourced from these avenues. All the assets they manage are under their discretionary control, allowing them to make informed investment decisions on behalf of their clients. With a substantial client base of over 190 individuals, Pacific Value, LLC has accumulated an impressive $150,000,000 in assets under management. The firm takes pride in its long-standing advisors, exemplified by the expertise of Eric Fredback, Scott Ferguson, and Mark Fredback, who have been serving clients with unwavering dedication. Pacific Value, LLC distinguishes itself by providing personalized investment strategies tailored to each client's unique financial goals. Through their comprehensive wealth management services, they strive to maximize returns and secure a prosperous financial future for their valued clientele.

Sanctuary Wealth Management, LLC is a highly reputable investment advisory firm based in Pocatello, ID. With a total of 10 dedicated employees, 8 of whom specialize in providing comprehensive investment advisory services, Sanctuary Wealth Management stands out for its commitment to delivering personalized financial solutions. With a compensation structure that includes various types, such as fixed fees, Sanctuary Wealth Management ensures transparency and aligns its interests with those of its clients. The firm boasts an impressive client base, serving over 480 individual clients and managing assets worth more than $203,493,000. Notably, the majority of these assets belong to high-net-worth individuals, highlighting Sanctuary Wealth Management's expertise in catering to the unique needs of affluent clients. Although 401K and individual accounts represent less than 30% of the firm's assets under management, Sanctuary Wealth Management possesses the capabilities to effectively manage employer funds. A remarkable 99% of the assets they oversee are handled on a discretionary basis, showcasing their clients' trust in the firm's investment acumen. Sanctuary Wealth Management, LLC takes pride in its local presence, operating from its headquarters in Pocatello, ID, and providing dedicated service to the community. The firm's success can be attributed to its experienced team of advisors, some of whom have served the company for the longest tenures. Notable names among these trusted advisors include Joel Phillips, Gene Esplin, and Brett Robison, who contribute their expertise and knowledge to drive client satisfaction and financial success.

Desert Rose Capital Management, Inc. is a highly esteemed investment advisory firm based out of Meridian, ID. With over 130 individual clients and an impressive $180,354,000 in assets under management, Desert Rose Capital Management, Inc. has established a strong reputation for providing exceptional financial services. As a small firm with one office, Desert Rose Capital Management, Inc. offers personalized attention and a tailored approach to each client's unique investment goals. They pride themselves on their ability to deliver insightful advice and strategic financial planning that aligns with their clients' long-term objectives. Approximately 35% of the assets managed by Desert Rose Capital Management, Inc. are discretionary, giving clients the flexibility and confidence to entrust the firm with their investment decisions. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. The firm's team consists of 13 dedicated professionals, three of whom specialize in providing investment advisory services. With an average of $60,120,000 in assets under management per investment advisor, Desert Rose Capital Management, Inc. maintains an industry-average level of efficiency and productivity. Desert Rose Capital Management, Inc. takes pride in the expertise and experience of their advisors. Among their esteemed team are some of the longest-tenured professionals in the industry, including Rohit Jahagirdar, Nathaniel Stoddard, and Kirk Stafford. Their extensive knowledge and commitment to client success are key factors contributing to the firm's outstanding track record and continued growth. Overall, Desert Rose Capital Management, Inc. stands out as a trusted partner for individuals seeking comprehensive investment solutions tailored to their financial aspirations.