Top RIAs in Idaho
Every SEC-registered RIA with a main office in Idaho, by regulatory AUM, from Form ADV
53 RIAs registered with the SEC are headquartered in Idaho, the 38th most of any state, managing $51.6B in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is The Caprock Group, LLC in Boise at $12.5B. 10 firms report $1 billion or more.
53
SEC-registered RIAs
$51.6B
Regulatory AUM
10
Firms at $1B and above
$406.6M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Idaho, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 53 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | The Caprock Group, LLCCRD 124272 | Boise | $12.5B | 38 | 436 | 420 | 91% | Aug 2026 |
| 2 | Clearwater Advisors, LLCCRD 116865 | Boise | $4.7B | 5 | 84 | 0 | 2% | May 2026 |
| 3 | Inspire Investing, LLCCRD 171988 | Meridian | $4.0B | 4 | 455 | 432 | 2% | Mar 2026 |
| 4 | Venturi Private WealthCRD 169576 | Boise | $3.6B | 12 | 4,555 | 687 | 85% | Aug 2026 |
| 5 | Continuum Advisory, LLCCRD 283155 | Eagle | $1.9B | 32 | 3,461 | 3,344 | 95% | Mar 2026 |
| 6 | RW Investment Management LLCCRD 282707 | Eagle | $1.7B | 12 | 2,377 | 758 | 85% | Mar 2026 |
| 7 | Sherman PortfoliosCRD 322728 | Coeur D'Alene | $1.6B | 3 | 6,652 | 6,652 | 100% | Jun 2026 |
| 8 | Pinkerton Wealth PartnersCRD 120973 | Coeur D'Alene | $1.4B | 16 | 13,361 | 1,233 | 91% | Jul 2026 |
| 9 | Aspen Capital Management, LLCCRD 119050 | Boise | $1.3B | 9 | 1,518 | 443 | 91% | Feb 2026 |
| 10 | Inspire Advisors, LLCCRD 300279 | Meridian | $1.3B | 63 | 8,330 | 3,523 | 99% | Jun 2026 |
| 11 | American Independent Securities Group, LLCCRD 135288 | Eagle | $986.3M | 49 | 4,385 | 4,339 | 98% | Mar 2026 |
| 12 | Summit Wealth and Retirement PartnersCRD 285972 | Eagle | $978.1M | 7 | 1,018 | 346 | 99% | Mar 2026 |
| 13 | Mountain Pacific Investment Advisers, LLCCRD 104749 | Boise | $933.7M | 5 | 769 | 290 | 89% | Mar 2026 |
| 14 | Darwin Ventures, LLCCRD 157665 | Sandpoint | $908.0M | 3 | 12 | 0 | 0% | Mar 2026 |
| 15 | Teleo Capital Management LLCCRD 307203 | Boise | $894.1M | 15 | 8 | n.d. | 0% | Mar 2026 |
| 16 | Perspective Wealth Partners, LLCCRD 140330 | Boise | $843.9M | 8 | 265 | 273 | 99% | Feb 2026 |
| 17 | Helmstar Wealth ManagementCRD 145074 | Boise | $785.6M | 8 | 1,974 | 523 | 97% | Mar 2026 |
| 18 | Hedonova Advisors LLCCRD 324941 | Post Falls | $643.2M | 11 | 2,853 | 2,817 | 60% | Nov 2024 |
| 19 | Legacy Wealth Management, LLCCRD 174767 | Boise | $629.0M | 39 | 3,269 | 3,269 | 97% | May 2026 |
| 20 | Freedom Fiduciaries LLCCRD 323673 | Boise | $584.6M | 3 | 124 | 9 | 1% | Aug 2026 |
| 21 | Berkeley, IncCRD 117667 | Boise | $573.9M | 3 | 769 | 217 | 98% | Feb 2026 |
| 22 | Onyx Financial Advisors, LLCCRD 134881 | Idaho Falls | $506.4M | 7 | 1,045 | 265 | 98% | Feb 2026 |
| 23 | Wood Tarver FinancialCRD 298793 | Boise | $489.0M | 2 | 1,537 | 575 | 94% | Apr 2026 |
| 24 | HRC Wealth Management, LLCCRD 117212 | Moscow | $487.4M | 8 | 1,845 | 878 | 100% | Mar 2026 |
| 25 | DB FitzpatrickCRD 105671 | Boise | $487.0M | 7 | 106 | 93 | 22% | Mar 2026 |
| 26 | Sand Creek Capital, LLCCRD 326719 | Rexburg | $471.2M | 10 | 2,236 | 939 | 80% | Jul 2026 |
| 27 | Tumwater Wealth Management, LLCCRD 300443 | Boise | $406.6M | 3 | 877 | 284 | 79% | Aug 2026 |
| 28 | Arcadia Investment Advisors, LLCCRD 109590 | Eagle | $345.8M | 3 | 773 | 266 | 95% | Feb 2026 |
| 29 | American Capital Advisory, LLCCRD 141944 | Ketchum | $334.4M | 7 | 867 | 367 | 91% | Mar 2026 |
| 30 | BR Wealth ManagementCRD 307546 | Boise | $328.8M | 5 | 874 | 328 | 97% | Apr 2026 |
| 31 | Next Level Wealth Planning, LLCCRD 327644 | Meridian | $322.7M | 4 | 1,510 | 572 | 100% | Mar 2026 |
| 32 | Siddhi Capital, LLCCRD 314493 | Meridian | $303.7M | 8 | 11 | n.d. | 0% | Mar 2026 |
| 33 | AncoratoCRD 322695 | Boise | $283.7M | 6 | 3,723 | 0 | 0% | Aug 2026 |
| 34 | Elite Financial, Inc.CRD 286667 | Lewiston | $274.2M | 1 | 1,149 | 439 | 100% | Apr 2026 |
| 35 | Doceo Wealth, LLCCRD 310415 | Meridian | $274.0M | 6 | 301 | 300 | 90% | Mar 2026 |
| 36 | Hawke Financial GroupCRD 301733 | Meridian | $269.6M | 2 | 1,938 | 551 | 88% | Apr 2026 |
| 37 | Echelon GroupCRD 333195 | Boise | $265.2M | 5 | 247 | 85 | 20% | Jun 2026 |
| 38 | Profits Plus Capital Management, LLCCRD 118294 | Nampa | $258.1M | 1 | 1 | n.d. | 0% | Apr 2026 |
| 39 | Figure 8 Investment Strategies LLCCRD 282973 | Boise | $233.4M | 7 | 391 | 163 | 93% | Mar 2026 |
| 40 | Scratch CapitalCRD 318835 | Boise | $230.1M | 4 | 564 | 150 | 91% | Mar 2026 |
| 41 | Arrien Investments, Inc.CRD 321819 | Boise | $226.6M | 3 | 905 | 442 | 99% | Feb 2026 |
| 42 | Pacific Peak Advisors, LLCCRD 326711 | Ketchum | $223.7M | 2 | 415 | 182 | 95% | Jun 2026 |
| 43 | PGP Advisors, LLCCRD 172611 | Ketchum | $222.8M | 6 | 1 | 0 | 0% | Mar 2026 |
| 44 | Sky-Mountain Capital ManagementCRD 312915 | Ketchum | $210.6M | 1 | 519 | 141 | 100% | Feb 2026 |
| 45 | Desert Rose Capital Management, Inc.CRD 154331 | Meridian | $192.1M | 10 | 1,144 | 723 | 63% | Mar 2026 |
| 46 | Five Pine WealthCRD 317657 | Coeur D'Alene | $191.8M | 3 | 960 | 345 | 98% | Feb 2026 |
| 47 | Pacific Value, LLCCRD 147086 | Boise | $190.0M | 3 | 433 | 162 | 82% | Mar 2026 |
| 48 | Journey Retirement Planning and Investment Management, LLCCRD 315237 | Ammon | $187.3M | 5 | 1,048 | 637 | 100% | Jun 2026 |
| 49 | Enduring Wealth Management, LLCCRD 337527 | Meridian | $181.4M | 1 | 611 | 170 | 100% | Mar 2026 |
| 50 | Rockhill Advisors LLCCRD 288789 | Victor | $174.2M | 1 | 171 | 24 | 98% | Feb 2026 |
02 · By city
Where in Idaho the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Boise21 · $30.4B
- Meridian9 · $6.8B
- Eagle5 · $5.9B
- Ketchum5 · $1.2B
- Coeur D'Alene3 · $3.2B
- Sandpoint2 · $1.0B
- Ammon1 · $187.3M
- Idaho Falls1 · $506.4M
- Lewiston1 · $274.2M
- Moscow1 · $487.4M
- Nampa1 · $258.1M
- Post Falls1 · $643.2M
- Rexburg1 · $471.2M
- Victor1 · $174.2M
03 · Questions
Questions people ask about RIAs in Idaho
- How many RIAs are in Idaho?
- 53 RIAs registered with the SEC list a main office in Idaho in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Idaho?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Idaho is The Caprock Group, LLC in Boise, at $12.5B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Idaho RIAs manage more than $1 billion?
- 10 of the 53 SEC-registered RIAs headquartered in Idaho report regulatory assets under management of $1 billion or more. The median firm in the state reports $406.6M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.