{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the biggest asset gains over one year in Idaho","lead":"As of October 2, 2026, The Caprock Group, LLC ranked #1 in Idaho in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $2.3 billion.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the biggest asset gains over one year","how_it_is_computed":"SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.","unit":"usd","scope":"Idaho","firms_listed":37,"rows":[{"rank":1,"crd":124272,"firm":"The Caprock Group, LLC","city":"Boise","state":"ID","value":2329746589,"base_value":10149325042,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124272/"},{"rank":2,"crd":283155,"firm":"Continuum Advisory, LLC","city":"Eagle","state":"ID","value":490858589,"base_value":1417081752,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283155/"},{"rank":3,"crd":169576,"firm":"Venturi Private Wealth","city":"Boise","state":"ID","value":402336800,"base_value":3178913424,"succeeded_to_another_advisers_business":true,"url":"https://advisoriq.com/ria/firms/169576/"},{"rank":4,"crd":159301,"firm":"Investor Fan","city":"Boise","state":"ID","value":359684474,"base_value":427729824,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159301/"},{"rank":5,"crd":300279,"firm":"Inspire Advisors, LLC","city":"Meridian","state":"ID","value":298780732,"base_value":1033380628,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300279/"},{"rank":6,"crd":326719,"firm":"Sand Creek Capital, LLC","city":"Rexburg","state":"ID","value":278133935,"base_value":193032805,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/326719/"},{"rank":7,"crd":282707,"firm":"RW Investment Management LLC","city":"Eagle","state":"ID","value":261039169,"base_value":1470660219,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282707/"},{"rank":8,"crd":119050,"firm":"Aspen Capital Management, LLC","city":"Boise","state":"ID","value":207653846,"base_value":1130631429,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/119050/"},{"rank":9,"crd":337527,"firm":"Enduring Wealth Management, LLC","city":"Meridian","state":"ID","value":205027001,"base_value":0,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337527/"},{"rank":10,"crd":145074,"firm":"Helmstar Wealth Management","city":"Boise","state":"ID","value":198733455,"base_value":586860215,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145074/"},{"rank":11,"crd":120973,"firm":"Pinkerton Wealth Partners","city":"Coeur D'Alene","state":"ID","value":185264995,"base_value":1253817854,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/120973/"},{"rank":12,"crd":285972,"firm":"Summit Wealth and Retirement Partners","city":"Eagle","state":"ID","value":153317579,"base_value":824768246,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285972/"},{"rank":13,"crd":174767,"firm":"Legacy Wealth Management, LLC","city":"Boise","state":"ID","value":152517462,"base_value":476513737,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174767/"},{"rank":14,"crd":140330,"firm":"Perspective Wealth Partners, LLC","city":"Boise","state":"ID","value":136569467,"base_value":707341471,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140330/"},{"rank":15,"crd":298793,"firm":"Wood Tarver Financial","city":"Boise","state":"ID","value":98652444,"base_value":390334393,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298793/"},{"rank":16,"crd":318835,"firm":"Scratch Capital","city":"Boise","state":"ID","value":88862493,"base_value":141190334,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318835/"},{"rank":17,"crd":117212,"firm":"HRC Wealth Management, LLC","city":"Moscow","state":"ID","value":82465607,"base_value":404943247,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117212/"},{"rank":18,"crd":134881,"firm":"Onyx Financial Advisors, LLC","city":"Idaho Falls","state":"ID","value":79633331,"base_value":426815438,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134881/"},{"rank":19,"crd":141944,"firm":"American Capital Advisory, LLC","city":"Ketchum","state":"ID","value":79517722,"base_value":254900000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141944/"},{"rank":20,"crd":154331,"firm":"Desert Rose Capital Management, Inc.","city":"Meridian","state":"ID","value":79454183,"base_value":112679913,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154331/"},{"rank":21,"crd":327644,"firm":"Next Level Wealth Planning, LLC","city":"Meridian","state":"ID","value":64241666,"base_value":258490501,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327644/"},{"rank":22,"crd":300443,"firm":"Tumwater Wealth Management, LLC","city":"Boise","state":"ID","value":57060669,"base_value":349507379,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300443/"},{"rank":23,"crd":109590,"firm":"Arcadia Investment Advisors, LLC","city":"Eagle","state":"ID","value":47753303,"base_value":298047920,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109590/"},{"rank":24,"crd":307546,"firm":"BR Wealth Management","city":"Boise","state":"ID","value":44625644,"base_value":284189070,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307546/"},{"rank":25,"crd":317657,"firm":"Five Pine Wealth","city":"Coeur D'Alene","state":"ID","value":39386589,"base_value":152364703,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317657/"},{"rank":26,"crd":321819,"firm":"Arrien Investments, Inc.","city":"Boise","state":"ID","value":37137842,"base_value":189444579,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321819/"},{"rank":27,"crd":286667,"firm":"Elite Financial, Inc.","city":"Lewiston","state":"ID","value":34414263,"base_value":239816615,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286667/"},{"rank":28,"crd":282973,"firm":"Figure 8 Investment Strategies LLC","city":"Boise","state":"ID","value":33626832,"base_value":199767232,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282973/"},{"rank":29,"crd":310415,"firm":"Doceo Wealth, LLC","city":"Meridian","state":"ID","value":31206800,"base_value":242793200,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310415/"},{"rank":30,"crd":315237,"firm":"Journey Retirement Planning and Investment Management, LLC","city":"Ammon","state":"ID","value":26219932,"base_value":161098639,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315237/"},{"rank":31,"crd":312915,"firm":"Sky-Mountain Capital Management","city":"Ketchum","state":"ID","value":21729023,"base_value":188839159,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312915/"},{"rank":32,"crd":328213,"firm":"Gannett Wealth Advisors","city":"Middleton","state":"ID","value":20316157,"base_value":69904180,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328213/"},{"rank":33,"crd":147086,"firm":"Pacific Value, LLC","city":"Boise","state":"ID","value":18000000,"base_value":172000000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147086/"},{"rank":34,"crd":326711,"firm":"Pacific Peak Advisors, LLC","city":"Ketchum","state":"ID","value":16303393,"base_value":207434000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/326711/"},{"rank":35,"crd":301733,"firm":"Hawke Financial Group","city":"Meridian","state":"ID","value":15287360,"base_value":254279317,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301733/"},{"rank":36,"crd":288789,"firm":"Rockhill Advisors LLC","city":"Victor","state":"ID","value":14769247,"base_value":159403640,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288789/"},{"rank":37,"crd":287622,"firm":"Pinnacle Portfolio Advisors","city":"Boise","state":"ID","value":824835,"base_value":171104258,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287622/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the biggest asset gains over one year, nationally","url":"https://advisoriq.com/ria/rankings/biggest-asset-gains/"},{"title":"RIA market data for Idaho","url":"https://advisoriq.com/ria/states/idaho/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/biggest-asset-gains/idaho/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/idaho/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}