Financial advisers in Meridian, ID

9 registered investment adviser firms in Meridian managing $6.8B in assets, based on public SEC Form ADV filings.

Inspire Investing, LLC

Meridian, ID · Est. 2017

Regional

Fee-based

AUM: $4.0B
Per adviser: $991M
Advisers: 4

No reported disclosures

Inspire Advisors, LLC

Meridian, ID · Est. 2019

National

Fee-only

AUM: $1.3B
Per adviser: $21M
Advisers: 63

No reported disclosures

Next Level Wealth Planning, LLC

Meridian, ID · Est. 2023

LocalInternational

Fee-based

AUM: $323M
Per adviser: $81M
Advisers: 4

No reported disclosures

Siddhi Capital, LLC

Meridian, ID · Est. 2023

RegionalInternational

Fee-only

AUM: $304M
Per adviser: $38M
Advisers: 8

No reported disclosures

Doceo Wealth, LLC

Meridian, ID · Est. 2020

Local

Fee-based

AUM: $274M
Per adviser: $46M
Advisers: 6

Hawke Financial Group

Meridian, ID · Est. 2019

Local

Fee-based

AUM: $270M
Per adviser: $135M
Advisers: 2

No reported disclosures

Desert Rose Capital Management, INC.

Meridian, ID · Est. 2022

Regional

Fee-only

AUM: $192M
Per adviser: $19M
Advisers: 10

No reported disclosures

Enduring Wealth Management, LLC

Meridian, ID · Est. 2025

Local

Fee-only

AUM: $181M
Per adviser: $181M
Advisers: 1

No reported disclosures

Treasure Valley Financial Planning

Meridian, ID · Est. 2026

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 7

No reported disclosures