Ranking, Idaho

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Idaho

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Idaho
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	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	46.7%	5,980
6	Investor Fan	Boise	39.9%	634
7	Continuum Advisory, LLC	Eagle	21.4%	5,701
8	Aspen Capital Management, LLC	Boise	19.3%	398
9	Tumwater Wealth Management, LLC	Boise	12.7%	276
10	Journey Retirement Planning and Investment Management, LLC	Ammon	12.1%	571
11	Wood Tarver Financial	Boise	10.5%	526
12	Perspective Wealth Partners, LLC	Boise	10.2%	264
13	Onyx Financial Advisors, LLC	Idaho Falls	10.1%	248
13	Helmstar Wealth Management	Boise	10.1%	496
15	Arrien Investments, Inc.	Boise	9.7%	411
16	Pinkerton Wealth Partners	Coeur D'Alene	9.5%	1,152
17	Pacific Peak Advisors, LLC	Ketchum	8.8%	171
18	American Capital Advisory, LLC	Ketchum	7.8%	360
19	The Caprock Group, LLC	Boise	6.9%	816
20	Five Pine Wealth	Coeur D'Alene	4.8%	335
21	Elite Financial, Inc.	Lewiston	4.0%	422
22	Next Level Wealth Planning, LLC	Meridian	3.8%	560
23	BR Wealth Management	Boise	3.6%	336
24	Summit Wealth and Retirement Partners	Eagle	3.4%	352
25	Arcadia Investment Advisors, LLC	Eagle	2.6%	273
26	Venturi Private Wealth 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.	Boise	0.6%	716
27	HRC Wealth Management, LLC	Moscow	-0.9%	886
28	RW Investment Management LLC	Eagle	-1.2%	807
29	Berkeley, Inc	Boise	-2.4%	253
30	Mountain Pacific Investment Advisers, LLC	Boise	-3.6%	331
31	Figure 8 Investment Strategies LLC	Boise	-3.8%	183
32	Pacific Value, LLC	Boise	-4.5%	354
33	Sky-Mountain Capital Management	Ketchum	-6.2%	161
34	Inspire Advisors, LLC	Meridian	-7.2%	3,809
35	Hawke Financial Group	Meridian	-27.6%	789
36	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.

36 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.