# Fastest-growing independent RIAs over three years in Idaho

As of October 2, 2026, Investor Fan ranked #1 in Idaho in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 61.7%, from a base of $186.2 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/idaho/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.
- unit: pct
- scope: Idaho
- firms_listed: 35
- rows: rank: 1, crd: 159301, firm: Investor Fan, city: Boise, state: ID, value: 0.617221933549684, base_value: 186163454, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159301/; rank: 2, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, state: ID, value: 0.596505835438231, base_value: 115787878, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326719/; rank: 3, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, state: ID, value: 0.367626511226565, base_value: 520780003, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300279/; rank: 4, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, state: ID, value: 0.316176451660384, base_value: 275886111, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174767/; rank: 5, crd: 124272, firm: The Caprock Group, LLC, city: Boise, state: ID, value: 0.282211490416489, base_value: 5919748883, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124272/; rank: 6, crd: 145074, firm: Helmstar Wealth Management, city: Boise, state: ID, value: 0.277065876538001, base_value: 377188179, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145074/; rank: 7, crd: 117667, firm: Berkeley, Inc, city: Boise, state: ID, value: 0.240037452788701, base_value: 301000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117667/; rank: 8, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, state: ID, value: 0.232481884308541, base_value: 1019114914, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283155/; rank: 9, crd: 141944, firm: American Capital Advisory, LLC, city: Ketchum, state: ID, value: 0.224821023079146, base_value: 182000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141944/; rank: 10, crd: 117212, firm: HRC Wealth Management, LLC, city: Moscow, state: ID, value: 0.22366740386836, base_value: 266013232, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117212/; rank: 11, crd: 169576, firm: Venturi Private Wealth, city: Boise, state: ID, value: 0.219804277609972, base_value: 1973168667, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/169576/; rank: 12, crd: 282973, firm: Figure 8 Investment Strategies LLC, city: Boise, state: ID, value: 0.207236019406576, base_value: 132651832, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282973/; rank: 13, crd: 286667, firm: Elite Financial, Inc., city: Lewiston, state: ID, value: 0.206097203522605, base_value: 156303759, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286667/; rank: 14, crd: 298793, firm: Wood Tarver Financial, city: Boise, state: ID, value: 0.204239991984811, base_value: 280000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298793/; rank: 15, crd: 315237, firm: Journey Retirement Planning and Investment Management, LLC, city: Ammon, state: ID, value: 0.198065498516942, base_value: 108927905, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315237/; rank: 16, crd: 134881, firm: Onyx Financial Advisors, LLC, city: Idaho Falls, state: ID, value: 0.190920421676519, base_value: 299838428, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134881/; rank: 17, crd: 140330, firm: Perspective Wealth Partners, LLC, city: Boise, state: ID, value: 0.189644326741328, base_value: 501239401, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140330/; rank: 18, crd: 307546, firm: BR Wealth Management, city: Boise, state: ID, value: 0.186018316585792, base_value: 197095657, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307546/; rank: 19, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, state: ID, value: 0.172741793074198, base_value: 892233633, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120973/; rank: 20, crd: 310415, firm: Doceo Wealth, LLC, city: Meridian, state: ID, value: 0.170835188083575, base_value: 170711691, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310415/; rank: 21, crd: 312915, firm: Sky-Mountain Capital Management, city: Ketchum, state: ID, value: 0.1704612615287, base_value: 131317200, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312915/; rank: 22, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, state: ID, value: 0.163179991463569, base_value: 850370000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119050/; rank: 23, crd: 321819, firm: Arrien Investments, Inc., city: Boise, state: ID, value: 0.158954975562915, base_value: 145554796, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321819/; rank: 24, crd: 285972, firm: Summit Wealth and Retirement Partners, city: Eagle, state: ID, value: 0.150635168353308, base_value: 642042879, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285972/; rank: 25, crd: 109590, firm: Arcadia Investment Advisors, LLC, city: Eagle, state: ID, value: 0.150076770205278, base_value: 227324388, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109590/; rank: 26, crd: 288789, firm: Rockhill Advisors LLC, city: Victor, state: ID, value: 0.144970482547108, base_value: 116037317, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288789/; rank: 27, crd: 282707, firm: RW Investment Management LLC, city: Eagle, state: ID, value: 0.144589076364603, base_value: 1154845039, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282707/; rank: 28, crd: 301733, firm: Hawke Financial Group, city: Meridian, state: ID, value: 0.136583032983764, base_value: 183595782, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301733/; rank: 29, crd: 113683, firm: Gregory Lyle & Co., city: Sun Valley, state: ID, value: 0.135274252768916, base_value: 131371797, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113683/; rank: 30, crd: 326711, firm: Pacific Peak Advisors, LLC, city: Ketchum, state: ID, value: 0.134165494730254, base_value: 153359005, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326711/; rank: 31, crd: 300443, firm: Tumwater Wealth Management, LLC, city: Boise, state: ID, value: 0.13401759614547, base_value: 278787864, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300443/; rank: 32, crd: 287622, firm: Pinnacle Portfolio Advisors, city: Boise, state: ID, value: 0.105423987346184, base_value: 127280748, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287622/; rank: 33, crd: 147086, firm: Pacific Value, LLC, city: Boise, state: ID, value: 0.0819838555231975, base_value: 150000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147086/; rank: 34, crd: 154331, firm: Desert Rose Capital Management, Inc., city: Meridian, state: ID, value: 0.0213145816140461, base_value: 180354027, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154331/; rank: 35, crd: 104749, firm: Mountain Pacific Investment Advisers, LLC, city: Boise, state: ID, value: -0.177634284938144, base_value: 1678868561, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104749/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [RIA market data for Idaho](https://advisoriq.com/ria/states/idaho/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-3-year/idaho/

License: https://advisoriq.com/license/