# Fastest-growing independent RIAs over one year in Idaho

As of October 2, 2026, Sand Creek Capital, LLC ranked #1 in Idaho in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 144.1%, from a base of $193.0 million.

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

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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: 38
- rows: rank: 1, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, state: ID, value: 1.44086356202512, base_value: 193032805, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326719/; rank: 2, crd: 159301, firm: Investor Fan, city: Boise, state: ID, value: 0.840915114677624, base_value: 427729824, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159301/; rank: 3, crd: 154331, firm: Desert Rose Capital Management, Inc., city: Meridian, state: ID, value: 0.70513173896398, base_value: 112679913, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154331/; rank: 4, crd: 318835, firm: Scratch Capital, city: Boise, state: ID, value: 0.629380854074614, base_value: 141190334, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318835/; rank: 5, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, state: ID, value: 0.346386923906984, base_value: 1417081752, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283155/; rank: 6, crd: 145074, firm: Helmstar Wealth Management, city: Boise, state: ID, value: 0.338638486509091, base_value: 586860215, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145074/; rank: 7, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, state: ID, value: 0.320069391829516, base_value: 476513737, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174767/; rank: 8, crd: 141944, firm: American Capital Advisory, LLC, city: Ketchum, state: ID, value: 0.311956539819537, base_value: 254900000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141944/; rank: 9, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, state: ID, value: 0.289129410697643, base_value: 1033380628, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300279/; rank: 10, crd: 317657, firm: Five Pine Wealth, city: Coeur D'Alene, state: ID, value: 0.25850205608316, base_value: 152364703, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317657/; rank: 11, crd: 298793, firm: Wood Tarver Financial, city: Boise, state: ID, value: 0.252738282275833, base_value: 390334393, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298793/; rank: 12, crd: 327644, firm: Next Level Wealth Planning, LLC, city: Meridian, state: ID, value: 0.248526215669333, base_value: 258490501, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327644/; rank: 13, crd: 124272, firm: The Caprock Group, LLC, city: Boise, state: ID, value: 0.229546948132908, base_value: 10149325042, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124272/; rank: 14, crd: 117212, firm: HRC Wealth Management, LLC, city: Moscow, state: ID, value: 0.203647319990991, base_value: 404943247, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117212/; rank: 15, crd: 321819, firm: Arrien Investments, Inc., city: Boise, state: ID, value: 0.196035390381902, base_value: 189444579, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321819/; rank: 16, crd: 140330, firm: Perspective Wealth Partners, LLC, city: Boise, state: ID, value: 0.193074310780797, base_value: 707341471, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140330/; rank: 17, crd: 134881, firm: Onyx Financial Advisors, LLC, city: Idaho Falls, state: ID, value: 0.186575563838907, base_value: 426815438, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134881/; rank: 18, crd: 285972, firm: Summit Wealth and Retirement Partners, city: Eagle, state: ID, value: 0.185891709269321, base_value: 824768246, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285972/; rank: 19, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, state: ID, value: 0.183661837689814, base_value: 1130631429, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119050/; rank: 20, crd: 282707, firm: RW Investment Management LLC, city: Eagle, state: ID, value: 0.177497946587212, base_value: 1470660219, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282707/; rank: 21, crd: 282973, firm: Figure 8 Investment Strategies LLC, city: Boise, state: ID, value: 0.168330069267817, base_value: 199767232, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282973/; rank: 22, crd: 300443, firm: Tumwater Wealth Management, LLC, city: Boise, state: ID, value: 0.163260269821084, base_value: 349507379, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300443/; rank: 23, crd: 315237, firm: Journey Retirement Planning and Investment Management, LLC, city: Ammon, state: ID, value: 0.16275700504211, base_value: 161098639, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315237/; rank: 24, crd: 109590, firm: Arcadia Investment Advisors, LLC, city: Eagle, state: ID, value: 0.160220218950027, base_value: 298047920, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109590/; rank: 25, crd: 307546, firm: BR Wealth Management, city: Boise, state: ID, value: 0.157028009557159, base_value: 284189070, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307546/; rank: 26, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, state: ID, value: 0.147760692997757, base_value: 1253817854, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120973/; rank: 27, crd: 286667, firm: Elite Financial, Inc., city: Lewiston, state: ID, value: 0.143502413291923, base_value: 239816615, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286667/; rank: 28, crd: 310415, firm: Doceo Wealth, LLC, city: Meridian, state: ID, value: 0.128532430068058, base_value: 242793200, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310415/; rank: 29, crd: 169576, firm: Venturi Private Wealth, city: Boise, state: ID, value: 0.126564252100248, base_value: 3178913424, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/169576/; rank: 30, crd: 312915, firm: Sky-Mountain Capital Management, city: Ketchum, state: ID, value: 0.115066298298861, base_value: 188839159, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312915/; rank: 31, crd: 147086, firm: Pacific Value, LLC, city: Boise, state: ID, value: 0.104651162790698, base_value: 172000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147086/; rank: 32, crd: 288789, firm: Rockhill Advisors LLC, city: Victor, state: ID, value: 0.0926531351479802, base_value: 159403640, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288789/; rank: 33, crd: 326711, firm: Pacific Peak Advisors, LLC, city: Ketchum, state: ID, value: 0.0785955677468495, base_value: 207434000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326711/; rank: 34, crd: 301733, firm: Hawke Financial Group, city: Meridian, state: ID, value: 0.0601203439601814, base_value: 254279317, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301733/; rank: 35, crd: 287622, firm: Pinnacle Portfolio Advisors, city: Boise, state: ID, value: 0.00482065735617176, base_value: 171104258, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287622/; rank: 36, crd: 117667, firm: Berkeley, Inc, city: Boise, state: ID, value: -0.0367744936555049, base_value: 595858211, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117667/; rank: 37, crd: 113683, firm: Gregory Lyle & Co., city: Sun Valley, state: ID, value: -0.0582287974393737, base_value: 204107564, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113683/; rank: 38, crd: 104749, firm: Mountain Pacific Investment Advisers, LLC, city: Boise, state: ID, value: -0.465970306813795, base_value: 1748422067, 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 one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [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/idaho/

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