Ranking, Idaho

Independent RIAs with the most advisory staff in Idaho

As of October 2, 2026, Inspire Advisors, LLC ranked #1 in Idaho in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 63.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most advisory staff in Idaho
Rank	Firm	City	Most advisory staff
1	Inspire Advisors, LLC	Meridian	63
2	Legacy Wealth Management, LLC	Boise	39
3	The Caprock Group, LLC	Boise	38
4	Continuum Advisory, LLC	Eagle	32
5	Pinkerton Wealth Partners	Coeur D'Alene	16
5	Investor Fan	Boise	16
7	Venturi Private Wealth 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.	Boise	12
7	RW Investment Management LLC	Eagle	12
9	Desert Rose Capital Management, Inc.	Meridian	10
9	Sand Creek Capital, LLC	Rexburg	10
11	Aspen Capital Management, LLC	Boise	9
12	HRC Wealth Management, LLC	Moscow	8
12	Perspective Wealth Partners, LLC	Boise	8
12	Helmstar Wealth Management	Boise	8
15	Onyx Financial Advisors, LLC	Idaho Falls	7
15	American Capital Advisory, LLC	Ketchum	7
15	Figure 8 Investment Strategies LLC	Boise	7
15	Summit Wealth and Retirement Partners	Eagle	7
15	Treasure Valley Financial Planning	Meridian	7
20	Gateway Financial & Estate Planning, Inc.	Pocatello	6
20	Doceo Wealth, LLC	Meridian	6
20	Gannett Wealth Advisors	Middleton	6
23	Mountain Pacific Investment Advisers, LLC	Boise	5
23	Preferred Retirement Options, Inc	Ammon	5
23	BR Wealth Management	Boise	5
23	Journey Retirement Planning and Investment Management, LLC	Ammon	5
27	Jordan Wealth Management	Pocatello	4
27	Scratch Capital	Boise	4
27	Next Level Wealth Planning, LLC	Meridian	4
30	Arcadia Investment Advisors, LLC	Eagle	3
30	Berkeley, Inc	Boise	3
30	Grow Rasmussen Consulting LLC	Boise	3
30	Mustard Seed Financial	Meridian	3
30	Pacific Value, LLC	Boise	3
30	Pinnacle Portfolio Advisors	Boise	3
30	Tumwater Wealth Management, LLC	Boise	3
30	Five Pine Wealth	Coeur D'Alene	3
30	Arrien Investments, Inc.	Boise	3
30	Archer Wealth Advisors	Coeur D'Alene	3
30	Cooper Norman Wealth, LLC	Idaho Falls	3
41	Harris Wealth Management, LLC	Twin Falls	2
41	Advanced Financial Solutions, Inc.	Boise	2
41	Williams and Schiller Wealth Management, LLC	Sandpoint	2
41	Intermountain Wealth Management, Inc.	Idaho Falls	2
41	Pinyon Pine Capital LLC	Ketchum	2
41	Concinnus Financial, Inc	Post Falls	2
41	Accord Capital Management, Ltd.	Boise	2
41	Retire Sensibly LLC	Meridian	2
41	3 Peaks Financial	Ammon	2
41	Wood Tarver Financial	Boise	2
41	Hawke Financial Group	Meridian	2
41	Alturas Wealth Management, LLC	Eagle	2
41	Craig Verdi Investments, LLC	Boise	2
41	Snake River Investment Counsel LLC	Idaho Falls	2
41	Pacific Peak Advisors, LLC	Ketchum	2
41	Generational Legacies Wealth Management	Coeur D'Alene	2
41	Vitality Wealth	Idaho Falls	2
41	Verify Wealth	Middleton	2
41	Tadman Financial	Boise	2
41	Clearwater Financial Planning	Lewiston	2
61	Roslund, John Cabell	Meridian	1
61	Gregory Lyle & Co.	Sun Valley	1
61	McRae Capital Management L.L.C.	Ketchum	1
61	Spinnaker Financial Advisors, LLC	Idaho Falls	1
61	Sun Valley Advisors, Inc.	Hailey	1
61	Davis Investment Group, Ltd.	Hailey	1
61	Cooper Capital, Inc.	Sandpoint	1
61	Advanced Tax and Financial Services, Inc.	Kuna	1
61	Dillon Financial Planning, Inc.	Eagle	1
61	Asset & Retirement Management	Rigby	1
61	Janet Christine Wygle - Financial Advisor	Not reported	1
61	McMillen & Company, Inc.	Boise	1
61	Interwest Investment Advisors, Inc	Boise	1
61	Harmonic Investment Advisors	Boise	1
61	Morris Asset Management	Not reported	1
61	Table Rock Financial Planning	Boise	1
61	Aspen Grove Investment Management, LLC	Hayden	1
61	Private Wealth Advisors	Boise	1
61	Bahr Financial Planning Network, Inc.	Eagle	1
61	Core Asset Management, LLC	McCall	1
61	McLachlan Investment Services LLC	Coeur D'Alene	1
61	Abundance Financial Planning	Caldwell	1
61	Alupka Asset Management	Driggs	1
61	Red Oak Capital Advisors	Salmon	1
61	Prominence Capital	Eagle	1
61	Straight Line Investment Group, LLC	Idaho Falls	1
61	Salmon Bay Wealth Management, LLC	Coeur D'Alene	1
61	Matterhorn Financial Planning	Pocatello	1
61	Reed Capital Management, LLC	Boise	1
61	Cannon Wealth Group LLC	Eagle	1
61	Capital Financial Boise, Inc.	Not reported	1
61	Franklin Trend Investment Management, LLC	Boise	1
61	Integrated Advisors	Boise	1
61	Sentinel Wealth Strategies	Idaho Falls	1
61	Elite Financial, Inc.	Lewiston	1
61	Enduro Wealth Management, LLC	Eagle	1
61	Columbia Wealth Advisors LLC	McCall	1
61	Rockhill Advisors LLC	Victor	1
61	Hochstrat Investments LLC	Midvale	1
61	First Security Capital, LLC	Nampa	1
61	Wardian Wealth Management, Inc.	Coeur D'Alene	1
61	Wood River Consulting	Hailey	1
61	Firm Foundation Wealth Management, LLC	Caldwell	1
61	Liftoff Financial Planning	Pocatello	1
61	Medina Financial, LLC	Grace	1
61	Integrated Financial Management, LLC	Boise	1
61	Viewpoint Advisory, LLC	Meridian	1
61	Inspire Wealth Partners	Boise	1
61	GPWM Advisors LLC	Eagle	1
61	Propath Financial	Meridian	1
61	Arc Advisers LLC	Boise	1
61	Guernica Capital	Boise	1
61	Redpoint Investment Advisors	Hailey	1
61	Meritage Wealth Management	Tamarack	1
61	Malone Wealth Ventures LLC	Boise	1
61	Sky-Mountain Capital Management	Ketchum	1
61	Investifi Wealth Management LLC	Kimberly	1
61	Ford Investment Counsel LLC	Eagle	1
61	Trek Line Wealth	Horseshoe Bend	1
61	Encore 401K, LLC	Driggs	1
61	Ascent Retirement Advisors	Boise	1
61	Good Better Best Financial Planning LLC	Idaho Falls	1
61	Valkyrie Private Wealth Management	Ammon	1
61	Boise River Financial Planning	Boise	1
61	Layline Financial	Sandpoint	1
61	C.S Wealth LLC	Carey	1
61	Jco Advisors LLC	Boise	1
61	Teton Crest Wealth Planning	Idaho Falls	1
61	Delta Financial Advisory	Meridian	1
61	Ascend Wealth Management LLC	Eagle	1
61	Momentum Wealth Strategies	Coeur D'Alene	1
61	Foothills Capital Management, LLC	Eagle	1
61	Pilot Wealth Strategies	Hayden	1
61	Stewardship Asset Management LLC	Star	1
61	Katz Capital Advisors	Caldwell	1
61	Fourthrock Financial Corporation	Boise	1
61	Allegiance Financial Planning	Eagle	1
61	Enduring Wealth Management, LLC	Meridian	1
61	Silveria Wealth Group, LLC	Boise	1
61	Action Financial Planning LLC	Twin Falls	1
61	Hazlett Wealth Management LLC	Ketchum	1
61	Garcia Financial Planning	Meridian	1
61	Joski Financial	Star	1
61	Madrone Financial Planning	Boise	1
61	First Ascent Planning LLC	Driggs	1
61	Han Financial Consulting LLC	Coeur D Alene	1
61	Koinos Financial	Boise	1
61	Stonewell Financial Management LLC	Boise	1
61	Hoeven Wealth	Boise	1
61	Eagle Financial Planning	Eagle	1

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

Most advisory staff 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.