HNW client percentage for Independent firms serving clients in Idaho

Independent firms active in Idaho 91 firms

Very Low 0%-0%

Low 0%-6%

Typical 6%-22%

High 22%-59%

Very High 59%-87%

5th 20th 40th 60th 80th 95th

Median: 15%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Steward Financial Services, LLC	Low 2%	13	543	$110K
Schulmerich & Associates Asset Management, LLC	High 37%	146	392	$330K
Aspen Grove Investment Management, LLC	Very High 62%	153	246	$190K
Foxstone Financial	Typical 11%	25	230	$300K
Sentinel Wealth Strategies	Low 0%	—	220	$180K
McBee Advisors, Inc.	Typical 21%	45	219	$270K
Ascend Wealth Management LLC	Low 1%	2	216	$150K
Northwest Planning Advisors LLC	Typical 18%	34	185	$160K
Legacy Cornerstone Wealth LLC	Low 0%	—	181	$120K
Spelts Wealth Management, Inc.	Typical 7%	12	181	$410K
Firm Foundation Wealth Management, LLC	Typical 18%	31	173	$390K
Enduring Wealth Management, LLC	High 26%	45	170	$1.1M
Financial Trex, LLC	Low 0%	—	158	$26K
Teton Crest Wealth Planning	Low 0%	—	158	$81K
John T. McCarthy, LLC	High 24%	37	155	$390K
Integrated Financial Management, LLC	Typical 7%	11	148	$410K
Elevated Asset Management LLC	Typical 18%	22	121	$330K
Malone Wealth Ventures LLC	Low 1%	1	112	$370K
Straight Line Investment Group, LLC	High 22%	23	106	$540K
Ridinger Wealth Management, LLC	Typical 15%	16	105	$590K
Ferguson Financial Advisors	Low 0%	—	102	$150K
Spinnaker Financial Advisors, LLC	High 29%	30	102	$1M
Dillon Financial Planning, Inc.	Very High 59%	60	101	$0
Arc Advisers LLC	High 37%	34	91	$1.2M
Emerald Wealth Management, Inc.	Low 0%	—	90	$170
Foothills Capital Management, LLC	Typical 11%	10	90	$280K
Summit Ridge Advisors	Typical 10%	9	87	$300K
Harmonic Investment Advisors	Low 0%	—	85	$190K
Integrated Advisors	High 45%	37	82	$600K
Crone Wealth Management, PLLC	Low 0%	—	80	—
Albility Planning	Typical 8%	6	77	$160K
ProPath Financial	Typical 13%	10	77	$600K
Bahr Financial Planning Network, Inc.	High 25%	19	76	$710K
Momentum Wealth Strategies	High 29%	19	65	$870K
Matterhorn Financial Planning	Very High 64%	39	61	—
Overwatch Management	Low 0%	—	59	$17K
Viewpoint Advisory, LLC	Very High 64%	37	58	$1.8M
Gregory Lyle & Co.	Very High 75%	42	56	$2.5M
JCG Advisory Group, LLC	High 24%	13	55	$590K
Protected Capital Management	Typical 11%	6	54	$370K
Private Wealth Advisors	Low 0%	—	51	$250K
Inspire Wealth Partners	High 54%	26	48	$1.8M
Garcia Financial Planning	Low 0%	—	46	$130K
Franklin Trend Investment Management, LLC	High 25%	11	44	$740K
Wood River Consulting	Low 0%	—	42	$140K
GlacierWealth	Very High 78%	32	41	$770K
Kinetic Pathways Company	Low 0%	—	41	$80K
Upfront Financial Planning, LLC	Low 0%	—	40	$380K
Guernica Capital	Low 0%	—	39	$450K
Advanced Tax and Financial Services, Inc.	Low 3%	1	38	$200K
Liftoff Financial Planning	Low 0%	—	38	$63K
InvestiFI Wealth Management LLC	Low 0%	—	36	$100K
C.S Wealth LLC	Typical 6%	2	35	$34K
McRae Capital Management L.L.C.	Typical 20%	7	35	$520K
NorthStar Wealth Management LLC	Typical 17%	6	35	$910K
Sage Mountain Wealth Management	Low 3%	1	35	$190K
Alupka Asset Management	Very High 68%	23	34	$2.3M
Roslund, John Cabell	High 38%	13	34	$1.3M
Core Asset Managnement LLC	Low 0%	—	32	$390K
GPWM Advisors LLC	Very High 72%	21	29	$930K
Sun Valley Advisors, Inc.	Low 0%	—	29	$610K
Cooper Capital, Inc.	High 39%	11	28	$610K
Cannon Wealth Group LLC	High 37%	10	27	$460K
Hochstrat Investments LLC	Low 0%	—	27	$130K
Grinnell Capital, LLC	Very High 63%	15	24	$410K
Rockhill Advisors LLC	Very High 100%	24	24	$7.1M
Redpoint Investment Advisors	Low 0%	—	23	$700K
Prominence Capital	Very High 77%	17	22	$2.6M
Pilot Wealth Strategies	Low 5%	1	19	$190K
Savrin	Very High 100%	19	19	$370K
Valkyrie Private Wealth Management	Very High 79%	15	19	$2.5M
Table Rock Financial Planning	Very High 94%	16	17	$2.3M
Planned Security Advisors LLC	Typical 6%	1	16	$200K
The Innes Associates, Ltd.	Low 0%	—	15	$170K
Layline Financial	Low 0%	—	14	$730K
Stewardship Asset Management LLC	High 29%	4	14	$200K
Enduro Wealth Management, LLC	High 46%	6	13	$340K
Ford Investment Counsel LLC	Very High 60%	6	10	$980K
McLachlan Investment Services LLC	High 30%	3	10	$350K
Salmon Bay Wealth Management, LLC	Low 0%	—	9	$530K
Shidoosh Wealth Management LLC	High 22%	2	9	$1.4M
Encore 401K, LLC	Low 0%	—	8	$1.7M
Astra Wealth Management LLC	Low 0%	—	7	$820K
JCO Advisors LLC	Very High 100%	6	6	$560K
Medina Financial, LLC	Typical 17%	1	6	$240K
Davis Investment Group, Ltd.	Very High 100%	5	5	$6.9M
Oakridge Financial Planning LLC	Low 0%	—	5	$18K
Boise River Financial Planning	Very High 75%	3	4	$1.4M
Delta Financial Advisory	Very High 75%	3	4	$920K
Good Better Best Financial Planning LLC	Low 0%	—	3	$330K
Allegiance Financial Planning	Low 0%	—	2	—
Abundance Financial Planning	—	—	—	—
Action Financial Planning LLC	—	—	—	—
Batholith Wealth Management & Insurance	—	—	—	—
First Security Capital, LLC	—	—	—	—
Flyway Advisors	—	—	—	—
Fourthrock Financial Corporation	—	—	—	—
Hazlett Wealth Management LLC	—	—	—	—
Katz Capital Advisors	—	—	—	—
Pacifica Legacy	—	—	—	—
Sage Advice Financial LLC	—	—	—	—
Silveria Wealth Group, LLC	—	—	—	—
Wardian Wealth Management, Inc.	—	—	—	—

Not sure where to start?

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

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

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

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support