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Financial Advisors in Caldwell, ID: 2026 rankings

127 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Caldwell: Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors, RFA Score 74/100; 5.0★ from 216 Google reviews.

  2. 9

    Most-reviewed: Guidant Financial, 263 Google reviews at 4.6★, the most of 127 ranked; ranked #9.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

127 Caldwell financial advisors are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 127 rated firms.

Top 10 financial advisors in Caldwell at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Caldwell at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors745.0★ (216)Meridian, 15 mi away—Top score
2Legacy Insurance and Financial Services735.0★ (161)Meridian, 16 mi away——
3Treasure Valley Financial Planning735.0★ (193)Meridian, 18 mi away——
4Freedom Payments734.9★ (239)Meridian, 18 mi away——
5Dr. Drey Campbell, CCIM, Commercial Real Estate Principal With Lee and Associates Idaho LLC725.0★ (215)Boise, 24 mi awaySat · Sun · Evenings—
6Edward Jones - Financial Advisor: Bryant T Albi, ABFP®|AAMS®715.0★ (66)Meridian, 14 mi away——
7Eric Boyum Inspire Advisors Northwest Group715.0★ (18)Caldwell——
8Next Level Wealth Planning715.0★ (67)Meridian, 15 mi away——
9Guidant Financial704.6★ (263)Boise, 24 mi away—Most reviews
10Elison Financial Group, LLC704.9★ (11)Caldwell——

All 127 financial advisors in Caldwell, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Caldwell

    #1 Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors

    Based in Meridian, 15 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 216 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 216 Google reviews
    Hours
    Mon 9 AM–3:30 PM · Tue–Thu 9 AM–4 PM · Fri 10:30 AM–4 PM · Sat–Sun closed
    Address
    1678 S Woodsage Ave Ste 110, Meridian, ID 83642
    View profile for Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors(208) 695-6538

  4. #4 Freedom Payments

    Based in Meridian, 18 mi away

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 239 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 239 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    2680 S Eagle Rd Suite 100, Meridian, ID 83642
    View profile for Freedom Payments(208) 804-1199

  9. #9 Guidant Financial

    Based in Boise, 24 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.6★ from 263 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 263 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    2404 Bank Dr Ste 310, Boise, ID 83705
    View profile for Guidant Financial(425) 289-3200

  12. #12 Mayes Financial Planning

    Based in Nampa, 10 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    5660 E Franklin Rd #130, Nampa, ID 83687
    View profile for Mayes Financial Planning(208) 475-1342

  13. #13 Mountain West IRA

    Based in Boise, 17 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.6★ from 91 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 91 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    13905 W Wainwright Dr, Boise, ID 83713
    View profile for Mountain West IRA(866) 377-3311

  14. #14 Zions Bank

    Based in Caldwell

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 20 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    509 S Kimball Ave, Caldwell, ID 83605
    View profile for Zions Bank(208) 459-2112

  15. #15 Tax Express, LLC

    Based in Nampa, 8 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.1★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 59 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    826 3rd St S, Nampa, ID 83651
    View profile for Tax Express, LLC(208) 546-0491

  16. #16 Freedom Private Wealth

    Based in Meridian, 18 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3715 E Overland Rd #240, Meridian, ID 83642
    View profile for Freedom Private Wealth(208) 578-4600

  17. #17 CFO Dental Partners

    Based in Eagle, 17 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    776 E Riverside Dr suite 208, Eagle, ID 83616
    View profile for CFO Dental Partners(208) 297-3921

  25. #25 DrivePayments

    Based in Meridian, 15 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1550 N Crestmont Dr Ste d, Meridian, ID 83642
    View profile for DrivePayments(208) 900-3030

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 127 ranked financial advisors here; the rest are on their profiles.

financial advisors in Caldwell, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Spanton Financial Planning & Investment Management674.9★ (28)20 mi
27Zoroco Investments Llc672.8★ (9)In Caldwell
28Bank of America (with Drive-thru ATM)663.9★ (22)9 mi
29Northwestern Mutual664.5★ (8)8 mi
30First Command Financial Advisor - Bobby Lane, RICP®665.0★ (14)15 mi
31Castle Peak Financial665.0★ (12)14 mi
32Zions Bank664.7★ (14)14 mi
33Hawke Financial664.8★ (17)17 mi
34Clear Summit Financial665.0★ (17)19 mi
35Andrew Hale - Ameriprise Financial Services, LLC665.0★ (11)15 mi
36Steady Ground Fiduciary665.0★ (13)17 mi
37Sean McCullough - COUNTRY Financial Agent665.0★ (11)16 mi
38Nathan Downs - Sound Foundation Wealth Advisors655.0★ (12)17 mi
39Edward Jones - Financial Advisor: Kevin Birkholz655.0★ (3)6 mi
40Darrell Wickham - COUNTRY Financial Agent655.0★ (9)16 mi
41Zions Bank654.0★ (39)18 mi
42Harris Financial Advisors655.0★ (11)18 mi
43Shoreline Financial Services654.5★ (14)17 mi
44Allegis Financial Partners655.0★ (4)9 mi
45Roundstone Wealth Management655.0★ (4)9 mi
46Premier Alliance654.4★ (5)10 mi
47Desert Rose Capital Management654.4★ (8)14 mi
48Trillium Financial Group654.6★ (9)15 mi
49Aspen Capital Management655.0★ (19)24 mi
50Edward Jones - Financial Advisor: Kory V Gaona645.0★ (11)20 mi

Also serving Caldwell

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Caldwell
BusinessGoogle ratingDistance
Abundance NexusIn Caldwell
Dunning Wealth Management - Raymond JamesIn Caldwell
Edward JonesIn Caldwell
Edward Jones - Financial Advisor: Annie Smith5.0★ (1)In Caldwell
Edward Jones - Financial Advisor: Daniel P Jones5.0★ (1)In Caldwell
Edward Jones - Financial Advisor: Jill D Hitchcock5.0★ (1)In Caldwell
Edward Jones - Financial Advisor: Jon T Clark5.0★ (1)In Caldwell
Edward Jones - Financial Advisor: Richard W Babineaux, CFP®In Caldwell
Edward Jones - Financial Advisor: Sarah J EmeryIn Caldwell
Edward Jones - Financial Advisor: Tyler Hewett, AFFP®In Caldwell
Katz Capital AdvisorsIn Caldwell
Mainspring Wealth AdvisorsIn Caldwell
Modern Woodmen of America5.0★ (1)In Caldwell
Prosper LLCIn Caldwell
Retirement Portfolio Management, LLC3.0★ (2)In Caldwell
Russ Arbon - Raymond JamesIn Caldwell
U.S. Bancorp Advisors - Financial Advisors: Allison Hoashi TempleIn Caldwell
U.S. Bancorp Advisors - Financial Advisors: Chris WilliamsIn Caldwell
U.S. Bank – Wealth Management Banker: Kay DewickIn Caldwell
Wells Fargo AdvisorsIn Caldwell

How we ranked Caldwell financial advisors

We scored 127 Caldwell financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Caldwell data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Caldwell: frequently asked questions

Which financial advisor has the highest RFA Score in Caldwell?

By RFA Score, the highest-ranked financial advisor in Caldwell, ID is Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors with an RFA Score of 74/100. It has 5.0★ from 216 Google reviews. Legacy Insurance and Financial Services (#2) and Treasure Valley Financial Planning (#3) follow. We ranked 127 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Caldwell?

RankedFinancialAdvisors ranks 127 financial advisors serving Caldwell, ID. 4 of them are based in Caldwell; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Caldwell work on weekends?

7 of 127 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is Dr. Drey Campbell, CCIM, Commercial Real Estate Principal With Lee and Associates Idaho LLC (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Caldwell financial advisors have?

The median Google rating among 127 rated financial advisors in Caldwell is 5.0★, with a median of 8 reviews. Guidant Financial has the most, 263 reviews, and ranks #9. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Caldwell count in this ranking?

Yes, if they are within 25 mi of the Caldwell city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Caldwell ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Caldwell a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Caldwell

  1. November 2026: RFA Scores recalculated for 127 financial advisors serving Caldwell.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Caldwell pages