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Financial Planners

Ranked by Assets Under Management, then by No. of Idaho Financial Advisors
Firm Name
Address
Website
Key Executive
Phone | Fax
Email
Assets
Under Management
No. of Financial Advisors
No. Other Staff
% Individual vs. % Business clients
Services Provided
1
D.A. Davidson Wealth Management
101 S. Capitol Blvd., Ste. 1800, Boise, ID 83701
dadvidson.com
Darren Schuldheiss
P 208-388-4200
dschuldheiss@dadco.com
$3,962,000,000
45
28
85/15
Employee-owned, full-service investment firm offering wealth management, financial planning, trust services, and more.
2
UBS Financial Services Inc.
1161 W. River St., Ste. 340, Boise, ID 83702
http://financialservicesinc.ubs.com/branch/boise8b/
Michael Spiedel
P 208-336-2400
michael.spiedel@ubs.com
$2,100,000,000
20
15
80% Individual, 20% Business
Wealth management, financial planning, brokerage and advisory
3
Mountain Pacific Investment Advisers
877 W. Main St., Ste. 704, Boise, ID 83702
www.mountain-pacific.com
William Palumbo
P 208-336-1422
mlindstrom@mountain-pacific.com
$1,270,326,784
5
1
45% Individual vs. 55% Business clients
We assist clients with their investment goals through investment management and financial planning.
4
DB Fitzpatrick
800 W. Main St., Ste. 1200, Boise, ID 83702
www.dbfitzpatrick.com
Brandon Fitzpatrick
P 208-342-2280 | F 208-342-2448
brandon@dbfitzpatrick.com
$1,211,704,770
3
9
87% individual, 13% institutional
DB Fitzpatrick is a registered asset management firm offering equity and fixed income products for its clients
5
Buffington Mohr McNeal - Registerd Investment Advisor
802 W Bannock St., Ste. 100, Boise, ID 83702
www.bmmria.com
Carey McNeal, Bruce Mohr
P 208-338-5551 | F 208-338-5552
cmcneal@bmmria.com
$580,000,000
7
4
80/20
Wealth management, portfolio management, financial planning