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AdvisorIQ

Ranking, Idaho

Fastest-growing wealth firms over five years, including broker-dealer firms in Idaho

As of October 2, 2026, Legacy Wealth Management, LLC ranked #1 in Idaho in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 39.2%, from a base of $120.5 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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.

Rank Firm City Growth Starting value
1 Legacy Wealth Management, LLC Boise 39.2% $120.5 million
2 Investor Fan Boise 35.3% $173.9 million
3 Inspire Advisors, LLC Meridian 34.5% $303.1 million
4 Continuum Advisory, LLC Eagle 27.5% $566.0 million
5 Helmstar Wealth Management Boise 24.8% $259.2 million
6 American Independent Securities Group, LLC Broker-dealer affiliated Eagle 23.6% $341.3 million
7 American Capital Advisory, LLC Ketchum 22.8% $120.0 million
8 Doceo Wealth, LLC Meridian 21.8% $102.1 million
9 The Caprock Group, LLC Boise 19.5% $5.1 billion
10 Perspective Wealth Partners, LLC Boise 18.1% $367.4 million
11 Figure 8 Investment Strategies LLC Boise 16.9% $107.1 million
12 Elite Financial, Inc. Lewiston 16.8% $126.2 million
13 Wood Tarver Financial Boise 16.6% $227.0 million
14 Berkeley, Inc Boise 16.5% $268.0 million
15 Sky-Mountain Capital Management Ketchum 14.8% $105.7 million
16 HRC Wealth Management, LLC Moscow 14.3% $250.0 million
17 Onyx Financial Advisors, LLC Idaho Falls 14.2% $260.6 million
18 Pinkerton Wealth Partners Coeur D'Alene 13.5% $763.6 million
19 Hawke Financial Group Meridian 12.5% $149.7 million
20 Venturi Private Wealth Successor Boise 12.0% $2.0 billion
21 Rockhill Advisors LLC Victor 11.3% $101.8 million
22 Aspen Capital Management, LLC Boise 11.3% $785.0 million
23 Tumwater Wealth Management, LLC Boise 11.1% $240.0 million
24 Gregory Lyle & Co. Sun Valley 10.1% $118.8 million
25 Summit Wealth and Retirement Partners Eagle 9.9% $610.4 million
26 BR Wealth Management Boise 9.4% $209.4 million
27 Arcadia Investment Advisors, LLC Eagle 8.0% $235.5 million
28 RW Investment Management LLC Eagle 6.8% $1.2 billion
29 Pacific Value, LLC Boise 6.1% $141.0 million
30 Pinnacle Portfolio Advisors Boise 0.8% $165.4 million
31 Mountain Pacific Investment Advisers, LLC Boise -10.8% $1.7 billion

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.

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

More rankings

Fastest growing, 5 years 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.