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AdvisorIQ

Ranking, Idaho

Independent RIAs with the fastest client growth over one year in Idaho

As of October 2, 2026, Sand Creek Capital, LLC ranked #1 in Idaho in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 213.7%, from a base of 315.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Rank Firm City Growth Starting value
1 Sand Creek Capital, LLC Rexburg 213.7% 315
2 Scratch Capital Boise 200.0% 108
3 Desert Rose Capital Management, Inc. Meridian 87.0% 393
4 Legacy Wealth Management, LLC Boise 61.1% 2,121
5 Investor Fan Boise 39.9% 634
6 Continuum Advisory, LLC Eagle 21.4% 5,701
7 Aspen Capital Management, LLC Boise 19.3% 398
8 Tumwater Wealth Management, LLC Boise 12.7% 276
9 Journey Retirement Planning and Investment Management, LLC Ammon 12.1% 571
10 Wood Tarver Financial Boise 10.5% 526
11 Perspective Wealth Partners, LLC Boise 10.2% 264
12 Onyx Financial Advisors, LLC Idaho Falls 10.1% 248
12 Helmstar Wealth Management Boise 10.1% 496
14 Arrien Investments, Inc. Boise 9.7% 411
15 Pinkerton Wealth Partners Coeur D'Alene 9.5% 1,152
16 Pacific Peak Advisors, LLC Ketchum 8.8% 171
17 American Capital Advisory, LLC Ketchum 7.8% 360
18 The Caprock Group, LLC Boise 6.9% 816
19 Five Pine Wealth Coeur D'Alene 4.8% 335
20 Elite Financial, Inc. Lewiston 4.0% 422
21 Next Level Wealth Planning, LLC Meridian 3.8% 560
22 BR Wealth Management Boise 3.6% 336
23 Summit Wealth and Retirement Partners Eagle 3.4% 352
24 Arcadia Investment Advisors, LLC Eagle 2.6% 273
25 Venturi Private Wealth Successor Boise 0.6% 716
26 HRC Wealth Management, LLC Moscow -0.9% 886
27 RW Investment Management LLC Eagle -1.2% 807
28 Berkeley, Inc Boise -2.4% 253
29 Mountain Pacific Investment Advisers, LLC Boise -3.6% 331
30 Figure 8 Investment Strategies LLC Boise -3.8% 183
31 Pacific Value, LLC Boise -4.5% 354
32 Sky-Mountain Capital Management Ketchum -6.2% 161
33 Inspire Advisors, LLC Meridian -7.2% 3,809
34 Hawke Financial Group Meridian -27.6% 789
35 Doceo Wealth, LLC Meridian -40.0% 502

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

35 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Client growth by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.