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.

American Capital Advisory, LLC is a reputable investment advisory firm located in Ketchum, ID, with a solid presence in the financial industry. With over 240 individual clients and a staggering $182,000,000 in assets under management, the company has established itself as a trusted partner for individuals seeking expert financial guidance. Operating out of two offices, American Capital Advisory, LLC offers a comprehensive range of investment advisory services. While they excel in managing the assets of high net worth individuals, they also possess the capability to handle employer funds, albeit representing a smaller portion of their overall assets under management. Notably, 98% of the assets they manage are under discretionary authority, showcasing their expertise in making informed investment decisions on behalf of their clients. The company's compensation structure is designed to align their interests with their clients' goals. They offer various types of fees, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach to their clients' financial success. With a team of six dedicated professionals, all exclusively focused on providing investment advisory services, American Capital Advisory, LLC maintains a high level of expertise and personalized attention for their clients. On average, each investment advisor manages approximately $30,330,000 in assets under management, reflecting their commitment to delivering exceptional value to their clientele. The firm takes pride in the longevity of their advisors, with notable names such as Ian Jameson, Huntley Davenport, and Matthew McNeal contributing their extensive experience to the company's success. American Capital Advisory, LLC is devoted to helping their clients achieve their financial objectives through sound investment strategies and personalized service.

Hawke Financial Group, based out of Meridian, ID, is a leading investment advisory firm serving over 520 individual clients with a remarkable $183,596,000 in assets under management. With a proven track record, they specialize in managing employer 401Ks and individual portfolios, commanding extensive expertise in this field. The firm operates from a single office location, catering to a diverse range of clients seeking comprehensive financial solutions. Hawke Financial Group distinguishes itself through its discretionary asset management approach, handling 100% of their clients' assets with utmost care and responsibility. Their compensation structure is designed to align with client needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Comprised of a talented team of three dedicated professionals, each an experienced investment advisor, Hawke Financial Group boasts an average of $61,200,000 in assets under management per advisor. This figure aligns with industry standards, ensuring personalized attention and quality service for every client. The firm takes pride in its longstanding advisors, who have contributed significantly to its success. Notable among them are Jason Hawke, Daniel Lebeau, and Greg Bitter, who possess extensive knowledge and expertise in the financial industry. Hawke Financial Group is committed to building lasting relationships with its clients, providing them with tailored investment strategies and financial guidance to help achieve their goals. With a solid reputation and a client-centric approach, the firm continues to thrive in the competitive investment advisory landscape.

The Caprock Group, LLC is a highly reputable regional investment advisory firm headquartered in Boise, ID, with a strong focus on providing personalized financial services to its clients. With 48 dedicated employees, 27 of whom specialize in investment advisory services, the firm possesses a robust team of experts. Renowned for their exceptional management of client assets, The Caprock Group boasts an impressive average of approximately $3,755,080,000 in assets under management per investment advisor, significantly surpassing industry standards. Their compensation structure is diversified and includes various methods such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The firm has built a loyal client base, serving over 40 individual clients with a remarkable $5,919,749,000 in assets under management. Primarily catering to high-net-worth individuals, The Caprock Group demonstrates a keen understanding of the unique financial needs and goals of its affluent clientele. With 96% of the assets they manage being discretionary, The Caprock Group exemplifies their clients' trust in their expertise and judgment. They have established a prominent presence in the region, operating from five offices strategically located to better serve their clients. Boasting a team of seasoned professionals, The Caprock Group takes pride in their long-tenured advisors, including James Rock, William Gilbert, and Mark Gustafson. These respected individuals contribute their extensive knowledge and experience to deliver top-notch financial guidance and investment strategies to clients. Overall, The Caprock Group, LLC stands as a distinguished investment advisory firm, known for their exceptional asset management services, comprehensive compensation structure, and commitment to fostering long-term client relationships.

Inspire Investing, LLC is a small investment advisory firm headquartered in Meridian, ID, with three offices strategically located to serve their clients effectively. With a total of 23 dedicated professionals, a select group of their employees specializes in providing comprehensive investment advisory services. Their exceptional team of advisors boasts an impressive average of approximately $1,015,840,000 in assets under management per investment advisor, significantly surpassing industry standards. Inspire Investing, LLC adopts a versatile compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm exclusively manages discretionary assets, allowing them to make investment decisions on behalf of their clients based on their expertise and understanding of market dynamics. With an extensive client base, Inspire Investing, LLC proudly serves over 430 individual clients who entrust them with their financial portfolios. These clients benefit from the firm's commitment to delivering exceptional financial guidance and striving to achieve their investment goals. The firm takes pride in its experienced team, with some of the longest tenured advisors being Zachary Stone, Aaron Moon, and Robert Netzly. Their deep industry knowledge, coupled with a client-centric approach, enables Inspire Investing, LLC to build long-term relationships based on trust and mutual success. As Inspire Investing, LLC continues to make a positive impact on their clients' financial well-being, they remain dedicated to providing innovative investment strategies and personalized advice tailored to each client's unique goals and 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.

Pinkerton Retirement Specialists, LLC is a trusted and established investment advisory firm based in Coeur d'Alene, Idaho. With over 590 individual clients and a staggering $892,234,000 in assets under management, they have built a solid reputation for their expertise in retirement planning. Operating out of three conveniently located offices, Pinkerton Retirement Specialists, LLC serves a diverse range of clients, offering personalized investment strategies tailored to their unique financial goals. While their services extend beyond 401K and individual accounts, these still comprise less than 30% of their total assets under management, showcasing their capacity to handle employer funds. As a client-centric firm, Pinkerton Retirement Specialists, LLC puts their clients' interests at the forefront. With 91% of their managed assets held in discretionary accounts, they possess the autonomy to make informed investment decisions on behalf of their clients, ensuring a proactive and responsive approach to wealth management. The compensation structure at Pinkerton Retirement Specialists, LLC is designed to accommodate various client preferences, offering flexibility through options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This allows clients to select the compensation arrangement that best aligns with their financial needs and objectives. With a team of 21 dedicated professionals, including 12 investment advisors, Pinkerton Retirement Specialists, LLC maintains a favorable advisor-to-assets ratio. On average, each investment advisor oversees approximately $74,350,000 in assets under management, in line with industry standards. The firm boasts a wealth of experience, with long-tenured advisors such as Daniel Pinkerton, Ronald Glendening, and Walter Beggs contributing their expertise to ensure clients receive top-notch service and guidance. Pinkerton Retirement Specialists, LLC is committed to helping individuals and businesses navigate the complexities of retirement planning, empowering them to achieve financial security and peace of mind in their golden years.

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.

Profitscore Capital Management, Inc. is a reputable investment advisory firm headquartered in Eagle, ID. With a team of four dedicated professionals, they specialize in providing top-notch investment advisory services to a diverse range of clients. The firm's investment advisors boast an impressive average of approximately $99,050,000 in assets under management per advisor, aligning with the industry average. When it comes to compensation, Profitscore Capital Management, Inc. offers a comprehensive structure that includes various options. These options comprise a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to suit the unique needs of their clients. With over 20 individual clients and a substantial $109,900,000 in assets under management, Profitscore Capital Management, Inc. has garnered a solid reputation for effectively managing their clients' wealth. What sets them apart is their commitment to providing discretionary management, with 100% of the assets they oversee falling under this category. In addition to their investment advisory services, Profitscore Capital Management, Inc. extends their expertise as a commodity pool operator or commodity trading advisor, both registered and exempt from registration. Despite being a small firm, Profitscore Capital Management, Inc. has established a strong presence in the industry. Their Eagle, ID location serves as their sole office, and they take pride in their team's longevity and expertise. John McClure and Michael Mann, two of the firm's longest-tenured registered advisors, contribute significantly to their success and solidify their position as a trusted partner in wealth management.

Wood Tarver Financial, based out of Boise, ID, is a reputable investment advisory firm that caters to a diverse client base. With over 380 individual clients and more than $280,000,000 in assets under management, they have established themselves as a trusted partner in the financial industry. As a small firm with one office, Wood Tarver Financial prides itself on providing personalized attention and tailored solutions to meet their clients' financial goals. They have extensive experience in managing employer 401Ks and individual assets, making them well-versed in this particular area. Additionally, all the assets they manage are done so on a discretionary basis, showcasing their expertise and commitment to their clients' best interests. Wood Tarver Financial's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' success. The firm employs a total of four dedicated professionals, with one specifically focused on providing investment advisory services. With an impressive average of $280,000,000 in assets under management per investment advisor, they surpass the industry average, reflecting their competence and ability to handle substantial portfolios. Eric Tarver and Amanda Writer stand out as two of the longest-tenured registered advisors at Wood Tarver Financial, bringing a wealth of knowledge and experience to their clients. Together, they contribute to the firm's exceptional reputation and track record of delivering reliable financial guidance and results. Wood Tarver Financial is committed to helping their clients achieve financial prosperity and building long-lasting relationships based on trust and mutual success.