City
Wealth management firms in Meridian, Idaho
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Meridian, Idaho reported $3.3 billion in regulatory assets under management; the largest by assets was Inspire Advisors, LLC, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $3.3 billion
- Average per firm
- $236.9 million
- SEC-registered, of those listed
- 7 of 14 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Inspire Advisors, LLC | SEC | $1.3 billion | 8,330 |
| 2 | Treasure Valley Financial Planning | SEC | $336.0 million | 1,590 |
| 3 | Next Level Wealth Planning, LLC | SEC | $322.7 million | 1,510 |
| 4 | Doceo Wealth, LLC | SEC | $274.0 million | 301 |
| 5 | Hawke Financial Group | SEC | $269.6 million | 1,938 |
| 6 | Enduring Wealth Management, LLC | SEC | $205.0 million | 616 |
| 7 | Desert Rose Capital Management, Inc. | SEC | $192.1 million | 1,144 |
| 8 | Mustard Seed Financial | State | $109.3 million | 490 |
| 9 | Viewpoint Advisory, LLC | State | $103.3 million | 187 |
| 10 | Propath Financial | State | $59.7 million | 150 |
| 11 | Retire Sensibly LLC | State | $58.3 million | 374 |
| 12 | Roslund, John Cabell | State | $44.4 million | 81 |
| 13 | Garcia Financial Planning | State | $6.0 million | 100 |
| 14 | Delta Financial Advisory | State | $3.7 million | 4 |
Wealth management firms in Idaho, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.