# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Idaho
- firms_listed: 150
- rows: rank: 1, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, state: ID, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300279/; rank: 2, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, state: ID, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174767/; rank: 3, crd: 124272, firm: The Caprock Group, LLC, city: Boise, state: ID, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124272/; rank: 4, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, state: ID, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283155/; rank: 5, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, state: ID, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120973/; rank: 5, crd: 159301, firm: Investor Fan, city: Boise, state: ID, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159301/; rank: 7, crd: 169576, firm: Venturi Private Wealth, city: Boise, state: ID, value: 12, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/169576/; rank: 7, crd: 282707, firm: RW Investment Management LLC, city: Eagle, state: ID, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282707/; rank: 9, crd: 154331, firm: Desert Rose Capital Management, Inc., city: Meridian, state: ID, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154331/; rank: 9, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, state: ID, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326719/; rank: 11, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, state: ID, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119050/; rank: 12, crd: 117212, firm: HRC Wealth Management, LLC, city: Moscow, state: ID, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117212/; rank: 12, crd: 140330, firm: Perspective Wealth Partners, LLC, city: Boise, state: ID, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140330/; rank: 12, crd: 145074, firm: Helmstar Wealth Management, city: Boise, state: ID, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145074/; rank: 15, crd: 134881, firm: Onyx Financial Advisors, LLC, city: Idaho Falls, state: ID, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134881/; rank: 15, crd: 141944, firm: American Capital Advisory, LLC, city: Ketchum, state: ID, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141944/; rank: 15, crd: 282973, firm: Figure 8 Investment Strategies LLC, city: Boise, state: ID, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282973/; rank: 15, crd: 285972, firm: Summit Wealth and Retirement Partners, city: Eagle, state: ID, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285972/; rank: 15, crd: 341732, firm: Treasure Valley Financial Planning, city: Meridian, state: ID, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341732/; rank: 20, crd: 144741, firm: Gateway Financial & Estate Planning, Inc., city: Pocatello, state: ID, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144741/; rank: 20, crd: 310415, firm: Doceo Wealth, LLC, city: Meridian, state: ID, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310415/; rank: 20, crd: 328213, firm: Gannett Wealth Advisors, city: Middleton, state: ID, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328213/; rank: 23, crd: 104749, firm: Mountain Pacific Investment Advisers, LLC, city: Boise, state: ID, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104749/; rank: 23, crd: 116172, firm: Preferred Retirement Options, Inc, city: Ammon, state: ID, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116172/; rank: 23, crd: 307546, firm: BR Wealth Management, city: Boise, state: ID, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307546/; rank: 23, crd: 315237, firm: Journey Retirement Planning and Investment Management, LLC, city: Ammon, state: ID, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315237/; rank: 27, crd: 115588, firm: Jordan Wealth Management, city: Pocatello, state: ID, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115588/; rank: 27, crd: 318835, firm: Scratch Capital, city: Boise, state: ID, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318835/; rank: 27, crd: 327644, firm: Next Level Wealth Planning, LLC, city: Meridian, state: ID, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327644/; rank: 30, crd: 109590, firm: Arcadia Investment Advisors, LLC, city: Eagle, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109590/; rank: 30, crd: 117667, firm: Berkeley, Inc, city: Boise, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117667/; rank: 30, crd: 118714, firm: Grow Rasmussen Consulting LLC, city: Boise, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118714/; rank: 30, crd: 120514, firm: Mustard Seed Financial, city: Meridian, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120514/; rank: 30, crd: 147086, firm: Pacific Value, LLC, city: Boise, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147086/; rank: 30, crd: 287622, firm: Pinnacle Portfolio Advisors, city: Boise, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287622/; rank: 30, crd: 300443, firm: Tumwater Wealth Management, LLC, city: Boise, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300443/; rank: 30, crd: 317657, firm: Five Pine Wealth, city: Coeur D'Alene, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317657/; rank: 30, crd: 321819, firm: Arrien Investments, Inc., city: Boise, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321819/; rank: 30, crd: 330575, firm: Archer Wealth Advisors, city: Coeur D'Alene, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330575/; rank: 30, crd: 337275, firm: Cooper Norman Wealth, LLC, city: Idaho Falls, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337275/; rank: 41, crd: 117184, firm: Harris Wealth Management, LLC, city: Twin Falls, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117184/; rank: 41, crd: 121538, firm: Advanced Financial Solutions, Inc., city: Boise, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121538/; rank: 41, crd: 143049, firm: Williams and Schiller Wealth Management, LLC, city: Sandpoint, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143049/; rank: 41, crd: 148646, firm: Intermountain Wealth Management, Inc., city: Idaho Falls, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148646/; rank: 41, crd: 155916, firm: Pinyon Pine Capital LLC, city: Ketchum, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155916/; rank: 41, crd: 218515, firm: Concinnus Financial, Inc, city: Post Falls, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/218515/; rank: 41, crd: 285933, firm: Accord Capital Management, Ltd., city: Boise, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285933/; rank: 41, crd: 292828, firm: Retire Sensibly LLC, city: Meridian, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292828/; rank: 41, crd: 296817, firm: 3 Peaks Financial, city: Ammon, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296817/; rank: 41, crd: 298793, firm: Wood Tarver Financial, city: Boise, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298793/; rank: 41, crd: 301733, firm: Hawke Financial Group, city: Meridian, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301733/; rank: 41, crd: 304531, firm: Alturas Wealth Management, LLC, city: Eagle, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304531/; rank: 41, crd: 313435, firm: Craig Verdi Investments, LLC, city: Boise, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313435/; rank: 41, crd: 314200, firm: Snake River Investment Counsel LLC, city: Idaho Falls, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314200/; rank: 41, crd: 326711, firm: Pacific Peak Advisors, LLC, city: Ketchum, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326711/; rank: 41, crd: 327966, firm: Generational Legacies Wealth Management, city: Coeur D'Alene, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327966/; rank: 41, crd: 334476, firm: Vitality Wealth, city: Idaho Falls, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334476/; rank: 41, crd: 341678, firm: Verify Wealth, city: Middleton, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341678/; rank: 41, crd: 342179, firm: Tadman Financial, city: Boise, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342179/; rank: 41, crd: 344096, firm: Clearwater Financial Planning, city: Lewiston, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344096/; rank: 61, crd: 112929, firm: Roslund, John Cabell, city: Meridian, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112929/; rank: 61, crd: 113683, firm: Gregory Lyle & Co., city: Sun Valley, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113683/; rank: 61, crd: 117477, firm: McRae Capital Management L.L.C., city: Ketchum, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117477/; rank: 61, crd: 118885, firm: Spinnaker Financial Advisors, LLC, city: Idaho Falls, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118885/; rank: 61, crd: 118914, firm: Sun Valley Advisors, Inc., city: Hailey, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118914/; rank: 61, crd: 124688, firm: Davis Investment Group, Ltd., city: Hailey, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124688/; rank: 61, crd: 127691, firm: Cooper Capital, Inc., city: Sandpoint, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127691/; rank: 61, crd: 128968, firm: Advanced Tax and Financial Services, Inc., city: Kuna, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128968/; rank: 61, crd: 133755, firm: Dillon Financial Planning, Inc., city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133755/; rank: 61, crd: 136569, firm: Asset & Retirement Management, city: Rigby, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136569/; rank: 61, crd: 136623, firm: Janet Christine Wygle - Financial Advisor, city: not stated, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136623/; rank: 61, crd: 140876, firm: McMillen & Company, Inc., city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140876/; rank: 61, crd: 142840, firm: Interwest Investment Advisors, Inc, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142840/; rank: 61, crd: 148950, firm: Harmonic Investment Advisors, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148950/; rank: 61, crd: 149250, firm: Morris Asset Management, city: not stated, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149250/; rank: 61, crd: 149401, firm: Table Rock Financial Planning, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149401/; rank: 61, crd: 150038, firm: Aspen Grove Investment Management, LLC, city: Hayden, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150038/; rank: 61, crd: 152073, firm: Private Wealth Advisors, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152073/; rank: 61, crd: 154188, firm: Bahr Financial Planning Network, Inc., city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154188/; rank: 61, crd: 155385, firm: Core Asset Management, LLC, city: McCall, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155385/; rank: 61, crd: 155633, firm: McLachlan Investment Services LLC, city: Coeur D'Alene, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155633/; rank: 61, crd: 157730, firm: Abundance Financial Planning, city: Caldwell, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157730/; rank: 61, crd: 158410, firm: Alupka Asset Management, city: Driggs, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158410/; rank: 61, crd: 159665, firm: Red Oak Capital Advisors, city: Salmon, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159665/; rank: 61, crd: 165595, firm: Prominence Capital, city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165595/; rank: 61, crd: 167598, firm: Straight Line Investment Group, LLC, city: Idaho Falls, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167598/; rank: 61, crd: 167975, firm: Salmon Bay Wealth Management, LLC, city: Coeur D'Alene, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167975/; rank: 61, crd: 167996, firm: Matterhorn Financial Planning, city: Pocatello, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167996/; rank: 61, crd: 171162, firm: Reed Capital Management, LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171162/; rank: 61, crd: 173633, firm: Cannon Wealth Group LLC, city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173633/; rank: 61, crd: 174089, firm: Capital Financial Boise, Inc., city: not stated, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174089/; rank: 61, crd: 282977, firm: Franklin Trend Investment Management, LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282977/; rank: 61, crd: 283592, firm: Integrated Advisors, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283592/; rank: 61, crd: 285889, firm: Sentinel Wealth Strategies, city: Idaho Falls, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285889/; rank: 61, crd: 286667, firm: Elite Financial, Inc., city: Lewiston, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286667/; rank: 61, crd: 288052, firm: Enduro Wealth Management, LLC, city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288052/; rank: 61, crd: 288720, firm: Columbia Wealth Advisors LLC, city: McCall, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288720/; rank: 61, crd: 288789, firm: Rockhill Advisors LLC, city: Victor, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288789/; rank: 61, crd: 289565, firm: Hochstrat Investments LLC, city: Midvale, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289565/; rank: 61, crd: 289728, firm: First Security Capital, LLC, city: Nampa, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289728/; rank: 61, crd: 292029, firm: Wardian Wealth Management, Inc., city: Coeur D'Alene, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292029/; rank: 61, crd: 298095, firm: Wood River Consulting, city: Hailey, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298095/; rank: 61, crd: 298761, firm: Firm Foundation Wealth Management, LLC, city: Caldwell, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298761/; rank: 61, crd: 298978, firm: Liftoff Financial Planning, city: Pocatello, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298978/; rank: 61, crd: 300643, firm: Medina Financial, LLC, city: Grace, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300643/; rank: 61, crd: 304071, firm: Integrated Financial Management, LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304071/; rank: 61, crd: 305164, firm: Viewpoint Advisory, LLC, city: Meridian, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305164/; rank: 61, crd: 305322, firm: Inspire Wealth Partners, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305322/; rank: 61, crd: 305630, firm: GPWM Advisors LLC, city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305630/; rank: 61, crd: 305914, firm: Propath Financial, city: Meridian, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305914/; rank: 61, crd: 307497, firm: Arc Advisers LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307497/; rank: 61, crd: 311210, firm: Guernica Capital, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311210/; rank: 61, crd: 311737, firm: Redpoint Investment Advisors, city: Hailey, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311737/; rank: 61, crd: 311884, firm: Meritage Wealth Management, city: Tamarack, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311884/; rank: 61, crd: 312782, firm: Malone Wealth Ventures LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312782/; rank: 61, crd: 312915, firm: Sky-Mountain Capital Management, city: Ketchum, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312915/; rank: 61, crd: 316755, firm: Investifi Wealth Management LLC, city: Kimberly, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316755/; rank: 61, crd: 317600, firm: Ford Investment Counsel LLC, city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317600/; rank: 61, crd: 322921, firm: Trek Line Wealth, city: Horseshoe Bend, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322921/; rank: 61, crd: 324414, firm: Encore 401K, LLC, city: Driggs, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324414/; rank: 61, crd: 325385, firm: Ascent Retirement Advisors, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325385/; rank: 61, crd: 325406, firm: Good Better Best Financial Planning LLC, city: Idaho Falls, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325406/; rank: 61, crd: 325524, firm: Valkyrie Private Wealth Management, city: Ammon, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325524/; rank: 61, crd: 326591, firm: Boise River Financial Planning, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326591/; rank: 61, crd: 327148, firm: Layline Financial, city: Sandpoint, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327148/; rank: 61, crd: 329021, firm: C.S Wealth LLC, city: Carey, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329021/; rank: 61, crd: 329489, firm: Jco Advisors LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329489/; rank: 61, crd: 330009, firm: Teton Crest Wealth Planning, city: Idaho Falls, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330009/; rank: 61, crd: 330238, firm: Delta Financial Advisory, city: Meridian, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330238/; rank: 61, crd: 333076, firm: Ascend Wealth Management LLC, city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333076/; rank: 61, crd: 334046, firm: Momentum Wealth Strategies, city: Coeur D'Alene, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334046/; rank: 61, crd: 334119, firm: Foothills Capital Management, LLC, city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334119/; rank: 61, crd: 334347, firm: Pilot Wealth Strategies, city: Hayden, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334347/; rank: 61, crd: 334790, firm: Stewardship Asset Management LLC, city: Star, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334790/; rank: 61, crd: 334834, firm: Katz Capital Advisors, city: Caldwell, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334834/; rank: 61, crd: 334837, firm: Fourthrock Financial Corporation, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334837/; rank: 61, crd: 335604, firm: Allegiance Financial Planning, city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335604/; rank: 61, crd: 337527, firm: Enduring Wealth Management, LLC, city: Meridian, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337527/; rank: 61, crd: 337591, firm: Silveria Wealth Group, LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337591/; rank: 61, crd: 338203, firm: Action Financial Planning LLC, city: Twin Falls, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338203/; rank: 61, crd: 338954, firm: Hazlett Wealth Management LLC, city: Ketchum, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338954/; rank: 61, crd: 339060, firm: Garcia Financial Planning, city: Meridian, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339060/; rank: 61, crd: 342383, firm: Joski Financial, city: Star, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342383/; rank: 61, crd: 342440, firm: Madrone Financial Planning, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342440/; rank: 61, crd: 342748, firm: First Ascent Planning LLC, city: Driggs, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342748/; rank: 61, crd: 342767, firm: Han Financial Consulting LLC, city: Coeur D Alene, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342767/; rank: 61, crd: 342846, firm: Koinos Financial, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342846/; rank: 61, crd: 343327, firm: Stonewell Financial Management LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343327/; rank: 61, crd: 343490, firm: Hoeven Wealth, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343490/; rank: 61, crd: 343624, firm: Eagle Financial Planning, city: Eagle, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343624/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/idaho/

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