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.

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.

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.

Perspective Wealth Partners, LLC is a leading investment advisory firm based in Boise, ID. With a team of seven dedicated professionals, Perspective Wealth Partners provides comprehensive financial guidance to a diverse range of clients. Five of their skilled employees specialize in delivering top-notch investment advisory services, contributing to the firm's stellar reputation. With an impressive average of approximately $247,840,000 in assets under management per investment advisor, Perspective Wealth Partners stands out in the industry for their exceptional performance. Their compensation structure is flexible and includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have a choice that suits their unique needs. With over 130 individual clients and more than $501,239,000 in assets under management, Perspective Wealth Partners demonstrates their ability to handle significant portfolios. While their focus primarily lies in managing assets for high net worth individuals, they also possess the capability to oversee employer funds, broadening their reach and expertise. Operating from two offices, Perspective Wealth Partners is deeply rooted in the local community. The firm takes pride in its team of experienced advisors, including Jessica Smith, Travis Schaat, and James Bailey, who have been with the company for an extended period. Their longevity and expertise serve as a testament to the firm's commitment to building lasting relationships with their clients. Perspective Wealth Partners, LLC continues to excel in the field of investment advisory, providing exceptional services and consistently exceeding industry standards.

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.

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.

Tumwater Wealth Management, LLC is a highly regarded investment advisory firm based in Boise, ID. With one office, the firm caters to a diverse range of clients seeking personalized wealth management solutions. With four dedicated employees, including two experienced investment advisors, Tumwater Wealth Management provides comprehensive financial guidance and support. Impressively, Tumwater Wealth Management boasts an average of $139,390,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure includes various methods, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals. While 401K and individual accounts represent less than 30% of their assets under management, Tumwater Wealth Management has the expertise to manage employer funds as well. Notably, 85% of the assets they manage are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. With over 180 individual clients and a staggering $278,788,000 in assets under management, Tumwater Wealth Management has earned a solid reputation in the industry. Benjamin Warren and Jackson Yenor are two of the firm's longest-tenured registered advisors, showcasing their commitment to delivering exceptional service and guidance. Tumwater Wealth Management, LLC remains dedicated to helping clients achieve their financial objectives through strategic investment management, proactive planning, and personalized advice. With their strong track record and client-centric approach, they are well-positioned to continue their success in the wealth management industry.

The Helmstar Group, LLC, headquartered in Boise, ID, is a distinguished local investment advisory firm that caters primarily to high net worth individuals. With a total of 10 skilled professionals, 8 of whom specialize in providing investment advisory services, they boast an impressive average of approximately $157,290,000 in assets under management per investment advisor, well above the industry average. The firm's compensation structure is diverse and includes various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' needs. With over 310 individual clients, The Helmstar Group, LLC manages an extensive portfolio exceeding $377,188,000 in assets. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise and capability to effectively oversee employer funds. A notable attribute of their approach is that 100% of the assets they manage are discretionary, reflecting their commitment to tailoring investment strategies to clients' unique objectives. The Helmstar Group, LLC's strong presence in the industry is reinforced by their seasoned team of advisors. Among them, Robb Schober, Benjamin Boettcher, and Thomas Steelman stand as some of the firm's longest-tenured professionals, bringing a wealth of experience and expertise to their clients' investment journeys. With a track record of exceptional service, comprehensive wealth management solutions, and a focus on high net worth individuals, The Helmstar Group, LLC remains a trusted choice for individuals seeking expert guidance and optimal investment outcomes.

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.