Top Financial Advisors in Idaho

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The Caprock Group heads up our list of the top financial advisors in Idaho. Founded in 2005, Caprock is a fee-only registered investment advisor offering private wealth management, family office and consulting services. The firm works with high-net-worth individuals and their families, as well as charities and individuals below the high-net-worth line. 

The firm offers continuous investment management, portfolio construction and monitoring, investment manager selection, strategic asset allocation and family office support for estate, tax and philanthropic planning. Caprock does not impose a strict account minimum but instead charges an annual fee, typically up to 1% of assets under management, with negotiable terms based on client needs and complexity of services.

Caprock’s investment approach emphasizes diversification and customized portfolio design. The firm does not actively trade for short-term results but instead focuses on long-term portfolio construction. It builds portfolios across six major asset classes: cash equivalents, fixed income, public equity, private credit, real assets and private equity. Investments may include mutual funds, exchange-traded funds (ETFs), interval funds, third-party managed accounts, hedge funds and private placements. 

The firm also incorporates impact investing for clients who want portfolios aligned with environmental, social or sustainability values.

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Legacy Wealth Management, LLC, founded in 2015, is a fee-based investment management firm in Boise. The firm serves individuals and high-net-worth individuals, as well as charitable organizations, limited liability companies, partnerships, corporations and other business entities.

The firm provides discretionary and non-discretionary portfolio management, financial consulting, IRA rollover recommendations and advisory services, annuity services, and selection of or referrals to third-party money managers. Its consulting services may include risk assessment and management, investment planning, financial organization, and financial decision-making or negotiation support.

Legacy Wealth Management uses several investment analysis methods, including charting, technical, fundamental and cyclical analysis, as well as Modern Portfolio Theory. Client portfolios may include stocks, bonds, mutual funds, ETFs, options, structured notes, private placements, non-traded REITs, derivatives and other alternative investments. 

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Pinkerton Wealth in Coeur d’Alene is the next firm on our list of the top-rated advisors in Idaho. Formerly known as Pinkerton Retiremnet Specialists, the firm changed its name in February 2025.

The firm provides services to non-high-net-worth individuals, high-net-worth individuals, retirement plans, trusts and estates. For the firm's Comprehensive Wealth Management program, there is a minimum account size requirement of $500,000. However, clients who need family office services will need at least $5 million.

Pinkerton is a fee-based firm, which means some advisors may earn compensation from third parties for selling insurance products to advisory clients, which is a conflict of interest. While this form of compensation incentivizes advisors to recommend certain products and services over others that may be more appropriate, the firm has a fiduciary duty to act in its clients' best interests. 

Pinkerton employs both active and passive strategies, as well as tactical approaches through its affiliate, Sherman Portfolios. Its investment philosophy emphasizes a formula-driven “Advance and Protect” process, which seeks to capture growth during rising markets and reduce risk in downturns. Client portfolios may include mutual funds, ETFs, equities, bonds, municipal and U.S. government securities, alternative investments, private placements and structured products.

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RW Investment Management, located in Eagle, is the next firm on our list. This fee-based firm mainly services individuals both with and without a high net worth. Other clients include retirement plans, charities and other businesses. The firm provides clients with a range of advisory services and has no minimum account balance. While it once charged a minimum annual fee for its services, RW Investment Management no longer requires a minimum annual fee. 

Since some advisors at RW are insurance agents and can sell insurance products for a commission, the firm is considered fee-based. Despite this potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests at all times.

The firm has several credentialed advisors on staff, including several Certified Financial Planners™ (CFP®) and Chartered Financial Analysts (CFA).

RW tailors its investment strategies to the individual wants and needs of all clients. In order to effectively do so, the firm's advisor meet extensively with clients to determine their tolerance for risk, desired investment plans, time horizon, need for liquidity and anything else deemed relevant.

Once the client and the advisor have agreed upon an investment plan, the firm typically invests a clients assets across ETFs, mutual funds, individual stocks, bonds and other securities. 

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HRC Wealth Management, LLC, which does business as Hayden Ross, is a fee-based firm based in Moscow, Idaho. The firm provides wealth management and related advisory services. Representatives of the firm are Certified Public Accountants (CPAs) employed by Hayden Ross PLLC.

There is no set account minimum at HRC Wealth Management for opening or maintaining an account, and the firm primarily serves individuals, high-net-worth individuals, trusts and estates.

Hayden Ross offers comprehensive asset management, financial planning and consulting, wealth management, retirement planning, portfolio management and strategic tax planning. Tax and accounting services may also be provided through affiliated firm Hayden Ross PLLC under a separate engagement agreement.

Client portfolios may include equity securities, mutual funds, ETFs, individual stocks and bonds, options, alternative investments and other public or private securities when appropriate. 

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Aspen Capital Management, founded in 2002, provides financial planning and investment management to a client base made up of individuals, high-net-worth individuals and charitable organizations. The firm is fee-only, meaning it does not sell financial products for commissions and receives no compensation from fund companies or custodians. 

Clients may engage the firm for personalized financial planning, which can include cash flow management, retirement planning, education funding, limited estate planning and investment tax considerations. While there is no account minimum, clients are subject to a $1,250 minimum quarterly fee.

Located in Boise, Aspen Capital Management has a team of advisors and other representatives with several financial credentials, including the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA) and chartered alternative investment analyst (CAIA) designations.

The firm’s investment approach emphasizes strategic, long-term asset allocation. Portfolios are globally diversified and constructed using mutual funds and ETFs, particularly from Dimensional Fund Advisors, alongside multi-sector bond funds. Investments may also include individual stocks, corporate and municipal bonds, U.S. government securities and certificates of deposit. 

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Hawke Financial Group, LLC, founded in 2002, is a fee-based investment advisor based in Meridian, Idaho. The firm provides portfolio management, pension consulting, financial planning and consulting, and independent manager allocation services.

The firm generally serves individuals, high-net-worth individuals, business entities, retirees, real estate investors and pension or employee benefit plan participants. Hawke Financial Group does not require a minimum asset level or account size for investment advisory services.

The firm uses several methods of analysis, including technical, cyclical and fundamental analysis. Client portfolios may include mutual funds, ETFs, equities, fixed-income securities, options, indexed funds and alternative investments.

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The Helmstar Group, located in Boise, has an account minimum of $500,000. In certain situations, though, the firm may be willing to accept clients who have less than that. It currently works with more non-high-net-worth individuals than their high-net-worth counterparts. Other clients include retirement plans, charities and government entities.

The firm also features a solid number of advisor certifications, featuring several Certified Financial Planners™ (CFP®), a certified public accountant (CPA), a chartered financial consultant (ChFC) and a Chartered Financial Analyst (CFA). As a fee-based firm, some of these advisors can sell insurance products on a commission basis. While this presents a potential conflict of interest, the firm's fiduciary duty binds it to act in clients' best interests.

The firm offers comprehensive financial planning that may address retirement, estate strategies, portfolio reviews, or specific financial concerns. Its portfolio management services include assessing client goals, risk tolerance and return needs to create and oversee investment strategies.

Five concepts make up the core of what The Helmstar Group believes will result in a well-performing portfolio: asset allocation, portfolio structure, tax management, multiple specialist managers and continuous portfolio management. The firm says that it most often invests its clients’ assets in mutual funds and ETFs.

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Wood Tarver Financial Group concludes our list of the top financial advisors in Idaho. Founded in 2018, Wood Tarver is a fee-only firm located in Boise that provides wealth management, financial planning and retirement plan consulting services. 

Its clients are mostly individuals and high-net-worth individuals, although the firm also works with at least one charitable organization. 

The firm offers discretionary portfolio management that includes investment selection, trading and rebalancing tailored to each client’s goals, objectives and risk tolerance. Its financial planning services address estate, tax, charitable, cash flow, retirement, education and business succession planning needs.

Wood Tarver applies a multi-faceted investment philosophy that combines modern portfolio theory with fundamental, technical, cyclical and macroeconomic analysis. Portfolios may include equities, bonds, mutual funds, ETFs, options, government securities, REITs, limited partnerships and alternative investments. The firm uses both long- and short-term investment strategies and may employ passive approaches in some cases.

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Summit Wealth & Retirement Partners is a fee-based firm headquartered in Eagle, Idaho. The firm also has an office in Danville, California. It provides investment management, financial planning and pension consulting services to individuals, high-net-worth individuals, business entities, charitable organizations and retirement plans.

The firm generally requires a minimum aggregate household account value of $500,000 to open and maintain an account, though this minimum may be negotiable. Its client base includes corporate executives, individuals with equity compensation and employer-sponsored retirement plans, including defined contribution and defined benefit plans.

Summit Wealth & Retirement Partners offers discretionary and non-discretionary investment management, standalone or bundled financial planning, pension consulting, selection of third-party investment advisers and tax-related planning coordination through its affiliated tax firm.

The firm’s financial planning services may address retirement planning, education savings, cash flow management, debt reduction, estate planning, insurance needs, tax planning, charitable giving strategies and financial goal tracking. Its investment approach generally uses fundamental analysis and risk-based asset allocation when building client portfolios.