IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Idaho

Largest wealth firms by assets under management, including broker-dealer firms in Idaho

As of October 2, 2026, The Caprock Group, LLC ranked #1 in Idaho in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $12.5 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 The Caprock Group, LLC Boise $12.5 billion
2 Venturi Private Wealth Successor Boise $3.6 billion
3 Continuum Advisory, LLC Eagle $1.9 billion
4 RW Investment Management LLC Eagle $1.7 billion
5 Pinkerton Wealth Partners Coeur D'Alene $1.4 billion
6 Aspen Capital Management, LLC Boise $1.3 billion
7 Inspire Advisors, LLC Meridian $1.3 billion
8 American Independent Securities Group, LLC Broker-dealer affiliated Eagle $986.3 million
9 Summit Wealth and Retirement Partners Eagle $978.1 million
10 Mountain Pacific Investment Advisers, LLC Boise $933.7 million
11 Perspective Wealth Partners, LLC Boise $843.9 million
12 Investor Fan Boise $787.4 million
13 Helmstar Wealth Management Boise $785.6 million
14 Legacy Wealth Management, LLC Boise $629.0 million
15 Advanced Tax and Financial Services, Inc. Kuna $577.6 million
16 Berkeley, Inc Boise $573.9 million
17 Onyx Financial Advisors, LLC Idaho Falls $506.4 million
18 Wood Tarver Financial Boise $489.0 million
19 HRC Wealth Management, LLC Moscow $487.4 million
20 Sand Creek Capital, LLC Rexburg $471.2 million
21 Tumwater Wealth Management, LLC Boise $406.6 million
22 Arcadia Investment Advisors, LLC Eagle $345.8 million
23 Treasure Valley Financial Planning Meridian $336.0 million
24 American Capital Advisory, LLC Ketchum $334.4 million
25 BR Wealth Management Boise $328.8 million
26 Next Level Wealth Planning, LLC Meridian $322.7 million
27 Elite Financial, Inc. Lewiston $274.2 million
28 Doceo Wealth, LLC Meridian $274.0 million
29 Hawke Financial Group Meridian $269.6 million
30 Figure 8 Investment Strategies LLC Boise $233.4 million
31 Scratch Capital Boise $230.1 million
32 Arrien Investments, Inc. Boise $226.6 million
33 Pacific Peak Advisors, LLC Ketchum $223.7 million
34 Sky-Mountain Capital Management Ketchum $210.6 million
35 Enduring Wealth Management, LLC Meridian $205.0 million
36 Gregory Lyle & Co. Sun Valley $192.2 million
37 Desert Rose Capital Management, Inc. Meridian $192.1 million
38 Five Pine Wealth Coeur D'Alene $191.8 million
39 Pacific Value, LLC Boise $190.0 million
40 Journey Retirement Planning and Investment Management, LLC Ammon $187.3 million
41 Rockhill Advisors LLC Victor $174.2 million
42 Pinnacle Portfolio Advisors Boise $171.9 million
43 Hazlett Wealth Management LLC Ketchum $160.0 million
44 Williams and Schiller Wealth Management, LLC Sandpoint $120.7 million
45 McMillen & Company, Inc. Boise $111.0 million
46 Mustard Seed Financial Meridian $109.3 million
47 Arc Advisers LLC Boise $104.9 million
48 Viewpoint Advisory, LLC Meridian $103.3 million
49 Spinnaker Financial Advisors, LLC Idaho Falls $102.6 million
50 Gannett Wealth Advisors Middleton $90.2 million
51 Intermountain Wealth Management, Inc. Idaho Falls $90.2 million
52 Inspire Wealth Partners Boise $85.9 million
53 Archer Wealth Advisors Coeur D'Alene $79.6 million
54 Snake River Investment Counsel LLC Idaho Falls $77.8 million
55 Alupka Asset Management Driggs $77.2 million
56 Interwest Investment Advisors, Inc Boise $74.6 million
57 Jordan Wealth Management Pocatello $72.7 million
58 Firm Foundation Wealth Management, LLC Caldwell $71.9 million
59 Momentum Wealth Strategies Coeur D'Alene $67.9 million
60 Integrated Financial Management, LLC Boise $61.2 million
61 Propath Financial Meridian $59.7 million
62 Grow Rasmussen Consulting LLC Boise $58.7 million
63 Retire Sensibly LLC Meridian $58.3 million
64 Prominence Capital Eagle $57.1 million
65 Straight Line Investment Group, LLC Idaho Falls $56.8 million
66 Reed Capital Management, LLC Boise $54.4 million
67 Bahr Financial Planning Network, Inc. Eagle $54.0 million
68 3 Peaks Financial Ammon $53.6 million
69 Aspen Grove Investment Management, LLC Hayden $52.5 million
70 Generational Legacies Wealth Management Coeur D'Alene $50.6 million
71 Meritage Wealth Management Tamarack $50.2 million
72 Integrated Advisors Boise $49.0 million
73 Valkyrie Private Wealth Management Ammon $48.3 million
74 Alturas Wealth Management, LLC Eagle $47.1 million
75 Pinyon Pine Capital LLC Ketchum $46.4 million
76 Roslund, John Cabell Meridian $44.4 million
77 Ascent Retirement Advisors Boise $43.9 million
78 Malone Wealth Ventures LLC Boise $42.0 million
79 Sentinel Wealth Strategies Idaho Falls $40.5 million
80 Table Rock Financial Planning Boise $39.4 million
81 Davis Investment Group, Ltd. Hailey $34.6 million
82 Ascend Wealth Management LLC Eagle $32.6 million
83 Franklin Trend Investment Management, LLC Boise $32.5 million
84 Accord Capital Management, Ltd. Boise $32.0 million
85 Concinnus Financial, Inc Post Falls $30.5 million
86 Columbia Wealth Advisors LLC McCall $29.5 million
87 Foothills Capital Management, LLC Eagle $29.5 million
88 GPWM Advisors LLC Eagle $27.0 million
89 Harris Wealth Management, LLC Twin Falls $22.5 million
90 McRae Capital Management L.L.C. Ketchum $19.7 million
91 Harmonic Investment Advisors Boise $18.9 million
92 Craig Verdi Investments, LLC Boise $18.0 million
93 Guernica Capital Boise $17.7 million
94 Cooper Capital, Inc. Sandpoint $17.4 million
95 Sun Valley Advisors, Inc. Hailey $16.9 million
96 Advanced Financial Solutions, Inc. Boise $16.7 million
97 Redpoint Investment Advisors Hailey $16.5 million
98 Cooper Norman Wealth, LLC Idaho Falls $15.9 million
99 Encore 401K, LLC Driggs $13.4 million
100 Trek Line Wealth Horseshoe Bend $12.9 million

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.

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Largest 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.