Top 7 financial advisor firms in Meridian

7 SEC-registered financial advisor firms are headquartered in Meridian, ID, with $2.93B in combined regulatory assets under management. The largest by assets are Inspire Advisors ($1.33B), TVFP ($336M) and Next Level Wealth Planning ($323M).

7
Financial advisor firms: $2.93B
Their combined AUM: $274M
Median firm AUM: 6,429
Clients of the top 7

The 7 largest by assets

1
Inspire Advisors
RIA
$1.33B
Regulatory AUM
2
TVFP
RIA
$336M
0.40% to 1.50% a year
3
Next Level Wealth Planning
RIA
$323M
0.75% to 1.25% a year
4
Doceo Wealth
RIA
$274M
1.00% to 1.50% a year
5
Hawke Financial Group
RIA
$270M
Up to 1.50% a year
6
Enduring Wealth Management
RIA
$205M
Up to 2.00% a year
7
Desert Rose Capital Management
RIA
$192M
1.00% to 1.85% a year

Profiles of the top 7

No. 1 · RIA

Inspire Advisors

Inspire Advisors is an investment adviser based in Meridian, ID, registered with the SEC since 2019. It provides investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $1.33 billion, as filed on 29 September 2026.

Regulatory AUM: $1.33B
Clients: 3,536
Advisory staff: 63
Custodians: Altruist, Charles Schwab
Headquarters: 3597 E Monarch Sky LN, Suite 330, Meridian, ID 83646
Phone: 877-859-6383
Website: inspireadvisors.com

No. 2 · RIA

TVFP

TVFP is an investment adviser based in Meridian, ID, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $336 million, as filed on 16 September 2026.

TVFP charges up to 1.50% a year for its Investment Management.

Regulatory AUM: $336M
Clients: 541
Advisory staff: 7
Fee schedule: 0.40% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 3715 E. Overland Road, Ste 205, Meridian, ID 83642
Phone: 208-789-0888
Website: treasurevalleyplanning.com

No. 3 · RIA

Next Level Wealth Planning

Next Level Wealth Planning is an investment adviser based in Meridian, ID, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $323 million, as filed on 5 March 2026.

Next Level Wealth Planning charges 0.75%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM: $323M
Clients: 572
Advisory staff: 4
Fee schedule: 0.75% to 1.25% a year
Custodians: Raymond James, Charles Schwab
Headquarters: 1817 N Lakes Place, Ste 150, Meridian, ID 83646
Phone: 208-376-6949
Website: nlwealthplanning.com

No. 4 · RIA

Doceo Wealth

Doceo Wealth is an investment adviser based in Meridian, ID, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $274 million, as filed on 23 March 2026.

Doceo Wealth charges 1.00%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $274M
Clients: 301
Advisory staff: 6
Founded: 2018
Fee schedule: 1.00% to 1.50% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642
Phone: 208-350-7274
Website: doceowealth.com

No. 5 · RIA

Hawke Financial Group

Hawke Financial Group is an investment adviser based in Meridian, ID, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $270 million, as filed on 3 April 2026.

Hawke Financial Group charges up to 1.50% a year for its Investment Advisory Services.

Regulatory AUM: $270M
Clients: 571
Advisory staff: 2
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 2484 N Stokesberry Place, Suite 100, Meridian, ID 83646-6083
Phone: 208-855-9400

No. 6 · RIA

Enduring Wealth Management

Enduring Wealth Management is an investment adviser based in Meridian, ID, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $205 million, as filed on 8 September 2026.

Enduring Wealth Management charges up to 2.00% a year for its Asset management.

Regulatory AUM: $205M
Clients: 173
Advisory staff: 1
Fee schedule: Up to 2.00% a year
Custodians: Raymond James
Headquarters: 3537 W Patel CT., Meridian, ID 83646
Phone: 208-409-0147
Website: enduringwealthmanagement.com

No. 7 · RIA

Desert Rose Capital Management

Desert Rose Capital Management is an investment adviser based in Meridian, ID, registered with the SEC since 2022. It provides investment management. Its clients include individual clients, high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $192 million, as filed on 20 March 2026.

Desert Rose Capital Management charges 1.00%–1.85% a year for its Investment Advisory Fees.

Regulatory AUM: $192M
Clients: 735
Advisory staff: 10
Fee schedule: 1.00% to 1.85% a year
Custodians: Charles Schwab
Headquarters: 2929 W. Navigator Drive, Ste. 320, Meridian, ID 83642
Phone: 208-297-2710
Website: desertrosecapital.com

Questions about financial advisors in Meridian

How many financial advisor firms are headquartered in Meridian?

7 SEC-registered financial advisor firms report their principal office in Meridian, ID, managing $2.93B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Meridian?

Inspire Advisors, with $1.33B in regulatory assets under management on its latest Form ADV. The next largest are TVFP ($336M) and Next Level Wealth Planning ($323M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Meridian?

The median firm manages $274M in regulatory assets. That is the midpoint of the 7 firms headquartered in Meridian.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Meridian charge?

Of the 7 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Meridian?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Meridian has 7 financial advisor firms; see every adviser in the city →