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.

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.

HRC Wealth Management, LLC is a highly reputable local investment advisory firm located in Moscow, ID. With a team of eight dedicated employees, all of whom specialize in providing investment advisory services, HRC Wealth Management has established itself as a trusted partner in wealth management. Their impressive average of approximately $541,660,000 in assets under management per investment advisor sets them apart from the industry average, reflecting their exceptional expertise and ability to handle significant portfolios. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring flexibility for clients. With a diverse client base of over 770 individuals, HRC Wealth Management manages a substantial $266,013,000 in assets. Notably, nearly half of their assets under management stem from employer 401Ks and individuals, a testament to their extensive experience in this particular domain. HRC Wealth Management prides itself on its discretion, as they manage 100% of their clients' assets on a discretionary basis. As a local firm, they have deep roots in the Moscow community, and their commitment to personalized service is evident through their one office location. Boasting a team of experienced advisors, including Nathan Strong, Jerald Lewis, and Cade Konen, HRC Wealth Management provides clients with the knowledge and expertise required to navigate the complexities of wealth management successfully. Their tenure and expertise contribute to the firm's sterling reputation in the industry. Overall, HRC Wealth Management, LLC is a distinguished investment advisory firm that combines local presence, industry expertise, and exceptional client service to help individuals and employers achieve their financial goals.

Northstar Financial Management, Inc. is a trusted investment advisory firm based out of Moscow, ID, catering to a diverse client base. With over 200 individual clients and assets under management totaling more than $91,184,000, Northstar Financial Management, Inc. boasts a solid track record of success in the industry. The company operates from two offices, strategically positioned to serve their clients effectively. Northstar Financial Management, Inc. specializes in managing assets from employer 401Ks and individuals, making up approximately half of their impressive asset portfolio. Their extensive experience in this area ensures that clients receive expert guidance tailored to their unique financial goals. Remarkably, 99% of the assets managed by the firm are discretionary, allowing for flexibility and agility in implementing investment strategies. The compensation structure at Northstar Financial Management, Inc. encompasses various types, including a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This ensures that clients can select a payment model that aligns with their preferences and needs. The firm's team comprises four dedicated employees, each providing exceptional investment advisory services. With an average of approximately $22,800,000 in assets under management per investment advisor, Northstar Financial Management, Inc. demonstrates their commitment to personalized attention and effective wealth management strategies. Notably, several of the firm's advisors have long-standing tenures, including Charlotte Jones, Mark Mooring, and Kaitlin Jones. Their expertise and experience contribute to the firm's success and instill confidence in clients seeking reliable financial guidance. In summary, Northstar Financial Management, Inc. stands as a reputable investment advisory firm in Moscow, ID, offering comprehensive wealth management solutions and exceptional client service.

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.

Inspire Advisors, LLC, headquartered in Meridian, ID, is a highly regarded regional investment advisory firm. With 24 offices spread across the region, they provide expert financial guidance to a diverse client base. The firm boasts 29 skilled employees, each specializing in investment advisory services, and collectively managing an impressive $520,780,000 in assets. Inspire Advisors' success can be attributed to their comprehensive compensation structure, which includes a percentage of assets under management. Their expertise in managing employer 401Ks and individual investments has positioned them as leaders in the industry. Notably, all assets managed by Inspire Advisors are discretionary, allowing them to make informed decisions based on their clients' best interests. Boasting over 1,890 individual clients, Inspire Advisors has built a strong reputation for delivering exceptional results. Their investment advisors average an impressive $17,960,000 in assets under management, demonstrating their commitment to preserving and growing their clients' wealth. The firm takes pride in its experienced team, which includes some of the industry's longest-tenured advisors. Notable individuals such as Jevon Webster, Robert Derryberry, and Jay Richardson have contributed significantly to the firm's continued success, earning the trust and respect of clients and colleagues alike. As Inspire Advisors, LLC continues to expand its operations and deliver exceptional financial solutions, clients can rely on their expertise and personalized approach to achieve their investment goals.

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.

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.

Buffington Mohr Mcneal, a local investment advisory firm based out of Boise, ID, is dedicated to providing exceptional financial guidance to its clients. With a team of 10 experienced professionals, they specialize in offering comprehensive investment advisory services. Each investment advisor at Buffington Mohr Mcneal manages an average of $38,120,000 in assets under management, catering to the needs of high net worth individuals primarily. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges. With a strong focus on personalized service, they have established long-term relationships with over 370 individual clients, effectively managing a substantial $782,536,000 in assets. While the majority of their assets under management are discretionary, Buffington Mohr Mcneal possesses the expertise to handle employer funds in addition to 401K and individual accounts, albeit representing less than 30% of their assets. The firm's dedication to financial management and strategic decision-making has garnered trust and credibility within the industry. Buffington Mohr Mcneal operates from a single office in Boise, ID, serving as a reliable resource for clients seeking sound investment advice. The firm boasts a team of seasoned advisors, including Andrea Puopolo, Bruce Mohr, and Carey Mcneal, who possess extensive knowledge and expertise in the financial sector. Their collective experience further enhances Buffington Mohr Mcneal's ability to deliver outstanding results for their clients.

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.