Industry Analysis Report

Financial Planner • Boise Idaho

Total Businesses

23 analyzed in detail

Categories

7 different business types

Services

307 unique service offerings

Top Service

56.5% Financial planning

Avg Rating

4.8 ★ average

Total Reviews

358 across all businesses
Top 10 Most Common Services
#1
Financial planning
13 businesses (56.5%)
#2
Wealth management
11 businesses (47.8%)
#3
Financial Planning
9 businesses (39.1%)
#4
Estate planning
8 businesses (34.8%)
#5
Investment advising
8 businesses (34.8%)
#6
Tax planning
8 businesses (34.8%)
#7
Investment Management
8 businesses (34.8%)
#8
Retirement savings consulting
7 businesses (30.4%)
#9
Estate Planning
7 businesses (30.4%)
#10
Investment Advisor
7 businesses (30.4%)
Industry Insights & Competitive Analysis
Quick Snap Report
Get Quick Snap $27

For just $27, get a quick analysis comparing your Google Business Profile services with your website to see if they're aligned correctly. Perfect for testing before investing in larger reports. Usually delivered within a few hours, but always less than 24 hours in your email.

Website Guru Report
Get Website Guru Report

If you want to know what your competitors are doing with their website only, this will give you all of what your competitors are doing with their websites and provide a solution that you can add to your website to build up the things you are missing very quickly without rebuilding your website or paying a monthly cost for SEO.

LPRAudit.com Report
Get LPR Audit Report

Get 60 local competitors and 50 national ones, compiling all the best of the best and giving you a blueprint and tools to fix your listing and website.

Highlight: This is to fix both your Google Profile and your Website, the most robust solution.

Why This Data is Important for Your Business

This comprehensive analysis of 23 businesses reveals critical competitive intelligence for the financial planner industry in Boise Idaho. With 307 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.

We're showing you the top 10 most common services your competitors are using. With 307 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.

This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:

It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.

How to Read This Report

The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.

Key Competitive Analysis Points:

  • Compare your total number of services vs the highest competitor - the gap shows missed opportunities
  • Identify which services your top competitors are targeting that you might be missing
  • Look for patterns in service offerings across successful competitors
  • Focus on services with checkmarks across multiple high-performing businesses
Business Comparison Table
Company Name Website Open GBP Reviews Rating # Categories # Services % Descriptions 1 2 3 4 5 6 7 8 9 10 3mi Competitors 5mi Competitors
Legacy Wealth Management LLC Open Website Open GBP 37 4.8 ★ 2 41 90.2% 1 2
Helmstar Wealth Management Open Website Open GBP 4 5 ★ 1 24 0.0% 14 17
Twin Rivers Wealth Management Open Website Open GBP 15 5 ★ 1 4 100.0% 14 17
Modern Wealth Management - Boise Open Website Open GBP 11 4.6 ★ 1 8 0.0% 14 18
EP Wealth Advisors Open Website Open GBP 2 5 ★ 1 1 0.0% 14 17
Treasure Valley Financial Planning Open Website Open GBP 178 5 ★ 5 62 21.0% 3 3
Hawke Financial Open Website Open GBP 17 4.8 ★ 1 49 0.0% 3 4
Legacy Financial Advisors, Inc. Open Website Open GBP 2 5 ★ 1 22 0.0% 2 9
Fiduciary Financial Group Open Website Open GBP 13 4.4 ★ 3 52 0.0% 14 15
Tree City Advisors of Apollon Open Website Open GBP 6 5 ★ 1 11 0.0% 15 18
Craig C Spanton - Independent Financial Group Open Website Open GBP 25 4.9 ★ 3 17 5.9% 3 17
Boise River Financial Planning Open Website Open GBP 8 5 ★ 1 19 0.0% 1 4
Harmon Smith Financial Group Open Website Open GBP 7 4.4 ★ 2 6 0.0% 14 18
Inspire Wealth Partners Open Website Open GBP 6 5 ★ 1 15 0.0% 14 17
Wood Tarver Financial (Schwab) Open Website Open GBP 5 5 ★ 2 26 26.9% 2 15
Financial Planning Services, LLC Open Website Open GBP 4 4 ★ 1 16 0.0% 2 16
Howe & Rusling Wealth Management Open Website Open GBP 1 5 ★ 3 33 0.0% 14 18
McConnell Financial Advisors Open Website Open GBP 4 15 0.0% 14 16
Aspen Capital Management Open Website Open GBP 10 5 ★ 5 31 22.6% 14 18
Mariner Open Website Open GBP 1 0 0% 14 17
Mariner Open Website Open GBP 1 0 0% 14 17
Perspective Wealth Partners Open Website Open GBP 2 4 ★ 1 12 0.0% 14 18
Roby Financial Open Website Open GBP 5 5 ★ 1 10 0.0% 14 17

🔓 Learn More at LPRAudit.com

Get the data for your company with the Full LPRAudit.com Report and tools, the Website Guru Report, or the basic Comparing your services on your Google Business with your Website only in our Quick Snapshot report.

Learn More →