Clients per advisor for Independent firms in Idaho

In Idaho, independent financial advisors tend to serve a higher number of clients compared to the broader national trend for this category. With a median of 41 clients per advisor—well above the national median of 26—Idaho advisors may be balancing personalized service with a moderately scaled client base. This suggests many Idaho advisors have moved beyond the early growth phase typical of solo practices and may be managing a larger portfolio without necessarily joining bigger firms. For clients, this could mean access to advisors who offer a blend of individualized attention and operational efficiency, reflecting a mature but still relationship-focused approach.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Greenerbucks	Very Low 1	1	1	2
Allegiance Financial Planning	Very Low 2	2	1	1
Quantca Financial	Very Low 2	2	1	2
Good Better Best Financial Planning LLC	Very Low 3	3	1	1
Delta Financial Advisory	Very Low 4	4	1	1
Boise River Financial Planning	Very Low 4	4	1	1
Davis Investment Group, Ltd.	Very Low 5	5	1	1
Oakridge Financial Planning LLC	Very Low 5	5	1	1
Medina Financial, LLC	Very Low 6	6	1	1
JCO Advisors LLC	Very Low 6	6	1	1
Astra Wealth Management LLC	Very Low 7	7	1	1
Encore 401K, LLC	Very Low 8	8	1	1
Salmon Bay Wealth Management, LLC	Very Low 9	9	1	1
Shidoosh Wealth Management LLC	Very Low 9	9	1	1
McLachlan Investment Services LLC	Low 10	10	1	1
Ford Investment Counsel LLC	Low 10	10	1	1
Enduro Wealth Management, LLC	Low 13	13	1	1
Stewardship Asset Management LLC	Low 14	14	1	1
Layline Financial	Low 14	14	1	1
The Innes Associates, Ltd.	Low 15	15	1	1
Planned Security Advisors LLC	Low 16	16	1	1
Table Rock Financial Planning	Low 17	17	1	1
Opulent Strategies, LLC	Low 17	17	1	1
Valkyrie Private Wealth Management	Low 17	17	1	1
Savrin	Low 19	19	1	1
Pilot Wealth Strategies	Low 19	19	1	1
Icicle Creek Investments	Typical 22	22	1	1
Prominence Capital	Typical 22	22	1	1
Redpoint Investment Advisors	Typical 23	23	1	1
Rockhill Advisors LLC	Typical 24	24	1	2
Grinnell Capital, LLC	Typical 24	24	1	2
Generational Legacies Wealth Management	Typical 25	25	1	2
Cannon Wealth Group LLC	Typical 26	26	1	1
Hochstrat Investments LLC	Typical 27	27	1	1
Cooper Capital, Inc.	Typical 28	28	1	1
Sun Valley Advisors, Inc.	Typical 29	29	1	1
GPWM Advisors LLC	Typical 29	29	1	1
Core Asset Managnement LLC	Typical 32	32	1	1
Roslund, John Cabell	Typical 34	34	1	1
Alupka Asset Management	Typical 34	34	1	1
NorthStar Wealth Management LLC	Typical 35	35	1	1
McRae Capital Management L.L.C.	Typical 35	35	1	1
C.S Wealth LLC	Typical 35	35	1	1
Sage Mountain Wealth Management	Typical 35	35	1	1
InvestiFI Wealth Management LLC	High 36	36	1	1
Liftoff Financial Planning	High 38	38	1	1
Advanced Tax and Financial Services, Inc.	High 38	38	1	2
Guernica Capital	High 39	39	1	1
Upfront Financial Planning, LLC	High 40	40	1	1
GlacierWealth	High 41	41	1	1
Kinetic Pathways Company	High 41	41	1	1
Wood River Consulting	High 42	42	1	1
Franklin Trend Investment Management, LLC	High 44	44	1	1
Garcia Financial Planning	High 46	46	1	1
Inspire Wealth Partners	High 48	48	1	1
Private Wealth Advisors	High 51	51	1	1
Protected Capital Management	High 54	54	1	2
JCG Advisory Group, LLC	High 55	55	1	1
Gregory Lyle & Co.	High 56	56	1	1
Viewpoint Advisory, LLC	High 58	58	1	1
Overwatch Management	High 59	59	1	2
Matterhorn Financial Planning	High 61	61	1	1
Momentum Wealth Strategies	High 65	65	1	1
Bahr Financial Planning Network, Inc.	Very High 76	76	1	1
ProPath Financial	Very High 77	77	1	1
Albility Planning	Very High 77	77	1	1
Crone Wealth Management, PLLC	Very High 80	80	1	1
Integrated Advisors	Very High 82	82	1	1
Harmonic Investment Advisors	Very High 85	85	1	1
Summit Ridge Advisors	Very High 87	87	1	1
Emerald Wealth Management, Inc.	Very High 90	90	1	1
Foothills Capital Management, LLC	Very High 90	90	1	1
Arc Advisers LLC	Very High 91	91	1	1
Dillon Financial Planning, Inc.	Very High 101	101	1	1
Spinnaker Financial Advisors, LLC	Very High 102	102	1	1
Ferguson Financial Advisors	Very High 102	102	1	1
Ridinger Wealth Management, LLC	Very High 105	105	1	1
Straight Line Investment Group, LLC	Very High 106	106	1	1
Malone Wealth Ventures LLC	Very High 112	112	1	1
Elevated Asset Management LLC	Very High 121	121	1	1
Integrated Financial Management, LLC	Very High 148	148	1	1
John T. McCarthy, LLC	Very High 155	155	1	1
Teton Crest Wealth Planning	Very High 158	158	1	1
Financial Trex, LLC	Very High 158	158	1	1
Enduring Wealth Management, LLC	Very High 170	170	1	1
Firm Foundation Wealth Management, LLC	Very High 173	173	1	1
Northwest Planning Advisors LLC	Very High 185	185	1	1
Spelts Wealth Management, Inc.	Very High 199	199	1	2
Ascend Wealth Management LLC	Very High 216	216	1	1
McBee Advisors, Inc.	Very High 219	219	1	1
Sentinel Wealth Strategies	Very High 220	220	1	1
Pacific Wealth Advisory Services LLC	Very High 223	223	1	2
Foxstone Financial	Very High 230	230	1	1
Aspen Grove Investment Management, LLC	Very High 246	246	1	1
Schulmerich & Associates Asset Management, LLC	Very High 392	392	1	2
Freedom Asset Management	Very High 420	420	1	2
Legacy Cornerstone Wealth	Very High 441	441	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
Steward Financial Services, LLC	Very High 543	543	1	1
LendingRobot	Very High 609	609	1	2

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Clients per advisor for Independent firms serving clients in Idaho