Top financial advisors in Lewiston, ID
We've curated a list of the best financial advisors in Lewiston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $156,303,759 Number of advisors 1 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Lewiston, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Elite Financial, Inc.
Elite Financial, Inc. is an independent investment advisor established in 2017 by Ryan Skinner, offering Investment Advisory Services and Financial Planning & Consulting. The firm provides discretionary Investment Advisory Services, including portfolio management, trading, rebalancing, and monitoring tailored to each client. Financial Planning & Consulting Services cover investment and retirement planning, budgeting, and addressing life transitions. Elite Financial charges a flat rate of 1.50% per year for Advisory Fees, which may be discounted based on service complexity. Clients may pay fees through direct payments or Advice Pay. The firm does not charge performance-based fees and serves various client types without a minimum account size requirement. Investment strategies include long-term purchases, short-term purchases, margin transactions, and options. Elite Financial does not have a disciplinary history and acts as a fiduciary, prioritizing client interests. Ryan Skinner, the owner, has a background in finance and is the Chief Compliance Officer overseeing all supervision. For more information, clients can contact Elite Financial at 208.746.2007.
$156,303,759 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Lewiston, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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