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.

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.

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.

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.

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.

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.

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.

Continuum Advisory, LLC, a regional investment advisory firm based out of Eagle, ID, is dedicated to providing comprehensive financial guidance to clients across a broad spectrum of investment needs. With a strong presence and 20 offices in the region, Continuum Advisory serves as a trusted partner to individuals and employer-sponsored 401K plans. With a total of 67 employees, 34 of whom are specialized investment advisors, Continuum Advisory offers a wealth of expertise to their diverse clientele. The firm boasts an impressive average of approximately $29,970,000 in assets under management per investment advisor, demonstrating their commitment to delivering personalized attention and tailored strategies. Continuum Advisory's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with clients' goals. They have established themselves as leaders in managing employer 401Ks and individual portfolios, leveraging their extensive experience and knowledge in this space. Managing 100% of their clients' assets on a discretionary basis, Continuum Advisory has built a solid foundation of trust and confidence among their over 1,660 individual clients. The firm oversees a substantial $1,019,115,000 in assets under management, providing clients with peace of mind and a roadmap for financial success. Notably, Continuum Advisory is home to some of the industry's longest-tenured advisors. Seasoned professionals like Jody Roth, Jacqueline Lakocy, and Jonathan Sullivan bring a wealth of wisdom and insight to their roles, ensuring clients receive the highest level of expertise and guidance. Continuum Advisory, LLC is committed to navigating the complex financial landscape, empowering clients to achieve their financial goals and secure a prosperous future.

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.

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.