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Best Financial Planners in Boise, Idaho

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Claimed listings first, then by BizScore. How we score

10Financial Planners scored in Boise
58Average BizScore
68Top BizScore
30%AI Visibility 50 or higher
72Average SEO score
4.7Average Google rating (9 rated)

Top Financial Planners in Boise

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Showing 1-10 of 10 Financial Planners listings in Boise, ID · page 1 of 1

#1Modern Wealth Management - Boise

4.6 Google rating · 1 review

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Modern Wealth Management - Boise website

Score breakdown

AI Visibility58
AI Ready70
SEO76
Freshness100
  • Financial Planner
  • Boise, Idaho
  • (208) 853-2000
  • modwm.com

Modern Wealth Management - Boise is a financial planner in Boise, Idaho. The firm provides a full suite of wealth management services, including financial planning, investments, taxes, estate planning, insurance, and retirement plans. Serving clients in Boise...

Category rank by BizScore: #2 of 15 Financial Planner listings in BoiseScores updated Oct 23, 2026
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Mariner of Boise website

Score breakdown

AI Visibility66
AI Ready32
SEO72
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 584-5930
  • marinerfinance.com

Mariner of Boise: Mariner is a Financial Planner in Boise, ID. The company provides personalized personal loans designed to meet immediate needs, including options for debt consolidation, car loans, vacation loans, and home improvement. Mariner Finance serves communities...

Category rank by BizScore: #1 of 15 Financial Planner listings in BoiseScores updated Oct 22, 2026

#3Northwestern Mutual of Boise

4.1 Google rating

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Northwestern Mutual of Boise website

Score breakdown

AI Visibility48
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 383-0210
  • northwesternmutual.com

Northwestern Mutual of Boise: Northwestern Mutual is a Financial Planner in Boise, ID. They offer personalized financial plans and top-rated services including life insurance, retirement planning, college savings plans, private wealth management, estate planning, long-term care solutions...

Category rank by BizScore: #4 of 15 Financial Planner listings in BoiseScores updated Sep 19, 2026

#4Mercer Advisors - Boise - Downtown

5.0 Google rating · 1 review

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Mercer Advisors - Boise - Downtown website

Score breakdown

AI Visibility42
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (888) 920-1320
  • mercer.com
Category rank by BizScore: #6 of 15 Financial Planner listings in BoiseScores updated Sep 19, 2026

#5Raymond James & Associates of Boise

5.0 Google rating

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R

Score breakdown

AI Visibility50
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 908-6140
  • raymondjames.com
Category rank by BizScore: #5 of 15 Financial Planner listings in BoiseScores updated Jun 7, 2026

#6Wealth Enhancement Group of Boise

5.0 Google rating · 1 review

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Wealth Enhancement Group of Boise website

Score breakdown

AI Visibility38
AI Ready68
SEO72
Freshness100
  • Financial Planner
  • Boise, Idaho
  • (208) 343-7556
  • wealthenhancement.com

Wealth Enhancement Group of Boise is a Financial Planner in Boise, ID, located at 877 West Main Street. The firm provides financial management, advisory, and retirement planning solutions to clients in the greater Boise area. Its team of financial...

Category rank by BizScore: #7 of 15 Financial Planner listings in BoiseScores updated Oct 28, 2026

#7Aspen Capital Management

5.0 Google rating · 1 review

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Aspen Capital Management website

Score breakdown

AI Visibility41
AI Ready29
SEO67
Freshness100
  • Financial Planner
  • Boise, Idaho
  • (208) 345-0174
  • aspencapitalmgmt.com

Aspen Capital Management is a financial planner in Boise, Idaho. This fee-only Registered Investment Advisor specializes in comprehensive financial planning, diversified portfolio management, and customized investment solutions for clients located across the...

Category rank by BizScore: #10 of 15 Financial Planner listings in BoiseScores updated Oct 26, 2026

#8Fidelity Investments of Boise

3.5 Google rating

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F

Score breakdown

AI Visibility40
AI Ready41
SEO66
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (800) 544-5180
  • fidelity.com
Category rank by BizScore: #11 of 15 Financial Planner listings in BoiseScores updated Oct 28, 2026

#9Merrill Lynch Wealth Management of Boise

5.0 Google rating

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Merrill Lynch Wealth Management of Boise website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Boise, Idaho
  • (208) 338-3111
  • mymerrill.com

Merrill Lynch Wealth Management of Boise: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #14 of 15 Financial Planner listings in BoiseScores updated Sep 19, 2026

#10Hawke Financial of Boise

4.8 Google rating · 17 reviews

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Hawke Financial of Boise website

Score breakdown

AI Visibility32
AI Ready5
SEO62
Freshness15
  • Financial Planner
  • Boise, Idaho
  • (208) 855-9400
  • us.hawkeoptics.com
Category rank by BizScore: #15 of 15 Financial Planner listings in BoiseScores updated Oct 23, 2026
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What the Data Shows for Financial Planners in Boise

30% of the 10 financial planners we measured in Boise reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 45, compared with an average SEO score of 72.

The average Google rating across 9 rated financial planners is 4.7, and the median listing has 1 review.

None of the 10 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 10 financial planners in Boise, Idaho by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Boise ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Boise, Idaho does BizScoreAI track?

10 financial planners in Boise currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 68.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 30% of measured financial planners in Boise score 50 or higher.

Is being listed free?

Yes. Every financial planner in Boise is listed and scored for free, and claiming a listing is free too.