# Largest independent RIAs by assets under management in Idaho

As of October 2, 2026, The Caprock Group, LLC ranked #1 in Idaho in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $12.5 billion.

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

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Idaho
- firms_listed: 100
- rows: rank: 1, crd: 124272, firm: The Caprock Group, LLC, city: Boise, state: ID, value: 12479071631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124272/; rank: 2, crd: 169576, firm: Venturi Private Wealth, city: Boise, state: ID, value: 3581250224, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/169576/; rank: 3, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, state: ID, value: 1907940341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283155/; rank: 4, crd: 282707, firm: RW Investment Management LLC, city: Eagle, state: ID, value: 1731699388, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282707/; rank: 5, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, state: ID, value: 1439082849, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120973/; rank: 6, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, state: ID, value: 1338285275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119050/; rank: 7, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, state: ID, value: 1332161360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300279/; rank: 8, crd: 285972, firm: Summit Wealth and Retirement Partners, city: Eagle, state: ID, value: 978085825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285972/; rank: 9, crd: 104749, firm: Mountain Pacific Investment Advisers, LLC, city: Boise, state: ID, value: 933709300, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104749/; rank: 10, crd: 140330, firm: Perspective Wealth Partners, LLC, city: Boise, state: ID, value: 843910938, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140330/; rank: 11, crd: 159301, firm: Investor Fan, city: Boise, state: ID, value: 787414298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159301/; rank: 12, crd: 145074, firm: Helmstar Wealth Management, city: Boise, state: ID, value: 785593670, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145074/; rank: 13, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, state: ID, value: 629031199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174767/; rank: 14, crd: 128968, firm: Advanced Tax and Financial Services, Inc., city: Kuna, state: ID, value: 577626968, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128968/; rank: 15, crd: 117667, firm: Berkeley, Inc, city: Boise, state: ID, value: 573945827, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117667/; rank: 16, crd: 134881, firm: Onyx Financial Advisors, LLC, city: Idaho Falls, state: ID, value: 506448769, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134881/; rank: 17, crd: 298793, firm: Wood Tarver Financial, city: Boise, state: ID, value: 488986837, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298793/; rank: 18, crd: 117212, firm: HRC Wealth Management, LLC, city: Moscow, state: ID, value: 487408854, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117212/; rank: 19, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, state: ID, value: 471166740, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326719/; rank: 20, crd: 300443, firm: Tumwater Wealth Management, LLC, city: Boise, state: ID, value: 406568048, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300443/; rank: 21, crd: 109590, firm: Arcadia Investment Advisors, LLC, city: Eagle, state: ID, value: 345801223, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109590/; rank: 22, crd: 341732, firm: Treasure Valley Financial Planning, city: Meridian, state: ID, value: 336024013, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341732/; rank: 23, crd: 141944, firm: American Capital Advisory, LLC, city: Ketchum, state: ID, value: 334417722, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141944/; rank: 24, crd: 307546, firm: BR Wealth Management, city: Boise, state: ID, value: 328814714, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307546/; rank: 25, crd: 327644, firm: Next Level Wealth Planning, LLC, city: Meridian, state: ID, value: 322732167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327644/; rank: 26, crd: 286667, firm: Elite Financial, Inc., city: Lewiston, state: ID, value: 274230878, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286667/; rank: 27, crd: 310415, firm: Doceo Wealth, LLC, city: Meridian, state: ID, value: 274000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310415/; rank: 28, crd: 301733, firm: Hawke Financial Group, city: Meridian, state: ID, value: 269566677, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301733/; rank: 29, crd: 282973, firm: Figure 8 Investment Strategies LLC, city: Boise, state: ID, value: 233394064, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282973/; rank: 30, crd: 318835, firm: Scratch Capital, city: Boise, state: ID, value: 230052827, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318835/; rank: 31, crd: 321819, firm: Arrien Investments, Inc., city: Boise, state: ID, value: 226582421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321819/; rank: 32, crd: 326711, firm: Pacific Peak Advisors, LLC, city: Ketchum, state: ID, value: 223737393, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326711/; rank: 33, crd: 312915, firm: Sky-Mountain Capital Management, city: Ketchum, state: ID, value: 210568182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312915/; rank: 34, crd: 337527, firm: Enduring Wealth Management, LLC, city: Meridian, state: ID, value: 205027001, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337527/; rank: 35, crd: 113683, firm: Gregory Lyle & Co., city: Sun Valley, state: ID, value: 192222626, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113683/; rank: 36, crd: 154331, firm: Desert Rose Capital Management, Inc., city: Meridian, state: ID, value: 192134096, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154331/; rank: 37, crd: 317657, firm: Five Pine Wealth, city: Coeur D'Alene, state: ID, value: 191751292, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317657/; rank: 38, crd: 147086, firm: Pacific Value, LLC, city: Boise, state: ID, value: 190000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147086/; rank: 39, crd: 315237, firm: Journey Retirement Planning and Investment Management, LLC, city: Ammon, state: ID, value: 187318571, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315237/; rank: 40, crd: 288789, firm: Rockhill Advisors LLC, city: Victor, state: ID, value: 174172887, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288789/; rank: 41, crd: 287622, firm: Pinnacle Portfolio Advisors, city: Boise, state: ID, value: 171929093, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287622/; rank: 42, crd: 338954, firm: Hazlett Wealth Management LLC, city: Ketchum, state: ID, value: 160000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338954/; rank: 43, crd: 143049, firm: Williams and Schiller Wealth Management, LLC, city: Sandpoint, state: ID, value: 120669000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143049/; rank: 44, crd: 140876, firm: McMillen & Company, Inc., city: Boise, state: ID, value: 111000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140876/; rank: 45, crd: 120514, firm: Mustard Seed Financial, city: Meridian, state: ID, value: 109295648, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120514/; rank: 46, crd: 307497, firm: Arc Advisers LLC, city: Boise, state: ID, value: 104871590, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307497/; rank: 47, crd: 305164, firm: Viewpoint Advisory, LLC, city: Meridian, state: ID, value: 103313912, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305164/; rank: 48, crd: 118885, firm: Spinnaker Financial Advisors, LLC, city: Idaho Falls, state: ID, value: 102585327, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118885/; rank: 49, crd: 328213, firm: Gannett Wealth Advisors, city: Middleton, state: ID, value: 90220337, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328213/; rank: 50, crd: 148646, firm: Intermountain Wealth Management, Inc., city: Idaho Falls, state: ID, value: 90187268, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148646/; rank: 51, crd: 305322, firm: Inspire Wealth Partners, city: Boise, state: ID, value: 85946686, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305322/; rank: 52, crd: 330575, firm: Archer Wealth Advisors, city: Coeur D'Alene, state: ID, value: 79552774, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330575/; rank: 53, crd: 314200, firm: Snake River Investment Counsel LLC, city: Idaho Falls, state: ID, value: 77828704, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314200/; rank: 54, crd: 158410, firm: Alupka Asset Management, city: Driggs, state: ID, value: 77246636, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158410/; rank: 55, crd: 142840, firm: Interwest Investment Advisors, Inc, city: Boise, state: ID, value: 74561550, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142840/; rank: 56, crd: 115588, firm: Jordan Wealth Management, city: Pocatello, state: ID, value: 72744382, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115588/; rank: 57, crd: 298761, firm: Firm Foundation Wealth Management, LLC, city: Caldwell, state: ID, value: 71855662, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298761/; rank: 58, crd: 334046, firm: Momentum Wealth Strategies, city: Coeur D'Alene, state: ID, value: 67867490, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334046/; rank: 59, crd: 304071, firm: Integrated Financial Management, LLC, city: Boise, state: ID, value: 61176531, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304071/; rank: 60, crd: 305914, firm: Propath Financial, city: Meridian, state: ID, value: 59700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305914/; rank: 61, crd: 118714, firm: Grow Rasmussen Consulting LLC, city: Boise, state: ID, value: 58746408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118714/; rank: 62, crd: 292828, firm: Retire Sensibly LLC, city: Meridian, state: ID, value: 58256614, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292828/; rank: 63, crd: 165595, firm: Prominence Capital, city: Eagle, state: ID, value: 57134958, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165595/; rank: 64, crd: 167598, firm: Straight Line Investment Group, LLC, city: Idaho Falls, state: ID, value: 56849485, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167598/; rank: 65, crd: 171162, firm: Reed Capital Management, LLC, city: Boise, state: ID, value: 54386083, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171162/; rank: 66, crd: 154188, firm: Bahr Financial Planning Network, Inc., city: Eagle, state: ID, value: 53956350, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154188/; rank: 67, crd: 296817, firm: 3 Peaks Financial, city: Ammon, state: ID, value: 53630202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296817/; rank: 68, crd: 150038, firm: Aspen Grove Investment Management, LLC, city: Hayden, state: ID, value: 52500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150038/; rank: 69, crd: 327966, firm: Generational Legacies Wealth Management, city: Coeur D'Alene, state: ID, value: 50618713, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327966/; rank: 70, crd: 311884, firm: Meritage Wealth Management, city: Tamarack, state: ID, value: 50164415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311884/; rank: 71, crd: 283592, firm: Integrated Advisors, city: Boise, state: ID, value: 49000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283592/; rank: 72, crd: 325524, firm: Valkyrie Private Wealth Management, city: Ammon, state: ID, value: 48257492, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325524/; rank: 73, crd: 304531, firm: Alturas Wealth Management, LLC, city: Eagle, state: ID, value: 47132000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304531/; rank: 74, crd: 155916, firm: Pinyon Pine Capital LLC, city: Ketchum, state: ID, value: 46352689, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155916/; rank: 75, crd: 112929, firm: Roslund, John Cabell, city: Meridian, state: ID, value: 44438955, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112929/; rank: 76, crd: 325385, firm: Ascent Retirement Advisors, city: Boise, state: ID, value: 43929684, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325385/; rank: 77, crd: 312782, firm: Malone Wealth Ventures LLC, city: Boise, state: ID, value: 41977029, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312782/; rank: 78, crd: 285889, firm: Sentinel Wealth Strategies, city: Idaho Falls, state: ID, value: 40471932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285889/; rank: 79, crd: 149401, firm: Table Rock Financial Planning, city: Boise, state: ID, value: 39390000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149401/; rank: 80, crd: 124688, firm: Davis Investment Group, Ltd., city: Hailey, state: ID, value: 34596641, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124688/; rank: 81, crd: 333076, firm: Ascend Wealth Management LLC, city: Eagle, state: ID, value: 32600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333076/; rank: 82, crd: 282977, firm: Franklin Trend Investment Management, LLC, city: Boise, state: ID, value: 32506674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282977/; rank: 83, crd: 285933, firm: Accord Capital Management, Ltd., city: Boise, state: ID, value: 32000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285933/; rank: 84, crd: 218515, firm: Concinnus Financial, Inc, city: Post Falls, state: ID, value: 30500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/218515/; rank: 85, crd: 288720, firm: Columbia Wealth Advisors LLC, city: McCall, state: ID, value: 29513410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288720/; rank: 86, crd: 334119, firm: Foothills Capital Management, LLC, city: Eagle, state: ID, value: 29483000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334119/; rank: 87, crd: 305630, firm: GPWM Advisors LLC, city: Eagle, state: ID, value: 27014000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305630/; rank: 88, crd: 117184, firm: Harris Wealth Management, LLC, city: Twin Falls, state: ID, value: 22467797, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117184/; rank: 89, crd: 117477, firm: McRae Capital Management L.L.C., city: Ketchum, state: ID, value: 19658196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117477/; rank: 90, crd: 148950, firm: Harmonic Investment Advisors, city: Boise, state: ID, value: 18909701, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148950/; rank: 91, crd: 313435, firm: Craig Verdi Investments, LLC, city: Boise, state: ID, value: 18000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313435/; rank: 92, crd: 311210, firm: Guernica Capital, city: Boise, state: ID, value: 17728453, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311210/; rank: 93, crd: 127691, firm: Cooper Capital, Inc., city: Sandpoint, state: ID, value: 17403718, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127691/; rank: 94, crd: 118914, firm: Sun Valley Advisors, Inc., city: Hailey, state: ID, value: 16900976, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118914/; rank: 95, crd: 121538, firm: Advanced Financial Solutions, Inc., city: Boise, state: ID, value: 16712368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121538/; rank: 96, crd: 311737, firm: Redpoint Investment Advisors, city: Hailey, state: ID, value: 16500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311737/; rank: 97, crd: 337275, firm: Cooper Norman Wealth, LLC, city: Idaho Falls, state: ID, value: 15869932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337275/; rank: 98, crd: 324414, firm: Encore 401K, LLC, city: Driggs, state: ID, value: 13361360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324414/; rank: 99, crd: 322921, firm: Trek Line Wealth, city: Horseshoe Bend, state: ID, value: 12936072, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322921/; rank: 100, crd: 330009, firm: Teton Crest Wealth Planning, city: Idaho Falls, state: ID, value: 12800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330009/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/idaho/

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