# Independent RIAs with the most CFP professionals in Idaho

As of October 2, 2026, Inspire Advisors, LLC ranked #1 in Idaho in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 15.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 64
- rows: rank: 1, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, state: ID, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300279/; rank: 2, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, state: ID, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283155/; rank: 3, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, state: ID, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174767/; rank: 4, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, state: ID, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120973/; rank: 4, crd: 285972, firm: Summit Wealth and Retirement Partners, city: Eagle, state: ID, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285972/; rank: 6, crd: 341732, firm: Treasure Valley Financial Planning, city: Meridian, state: ID, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341732/; rank: 7, crd: 145074, firm: Helmstar Wealth Management, city: Boise, state: ID, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145074/; rank: 7, crd: 159301, firm: Investor Fan, city: Boise, state: ID, value: 4, 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: 4, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/169576/; rank: 10, crd: 124272, firm: The Caprock Group, LLC, city: Boise, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124272/; rank: 10, crd: 134881, firm: Onyx Financial Advisors, LLC, city: Idaho Falls, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134881/; rank: 10, crd: 282707, firm: RW Investment Management LLC, city: Eagle, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282707/; rank: 10, crd: 327644, firm: Next Level Wealth Planning, LLC, city: Meridian, state: ID, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327644/; rank: 14, crd: 117212, firm: HRC Wealth Management, LLC, city: Moscow, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117212/; rank: 14, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119050/; rank: 14, 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: 14, 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: 14, crd: 328213, firm: Gannett Wealth Advisors, city: Middleton, state: ID, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328213/; rank: 14, 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: 20, 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: 20, crd: 115588, firm: Jordan Wealth Management, city: Pocatello, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115588/; rank: 20, crd: 116172, firm: Preferred Retirement Options, Inc, city: Ammon, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116172/; rank: 20, crd: 117667, firm: Berkeley, Inc, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117667/; rank: 20, 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: 20, 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: 20, crd: 140330, firm: Perspective Wealth Partners, LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140330/; rank: 20, crd: 141944, firm: American Capital Advisory, LLC, city: Ketchum, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141944/; rank: 20, crd: 143049, firm: Williams and Schiller Wealth Management, LLC, city: Sandpoint, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143049/; rank: 20, 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: 20, 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: 20, 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: 20, 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: 20, 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: 20, 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: 20, crd: 282973, firm: Figure 8 Investment Strategies LLC, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282973/; rank: 20, 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: 20, crd: 292828, firm: Retire Sensibly LLC, city: Meridian, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292828/; rank: 20, 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: 20, crd: 298793, firm: Wood Tarver Financial, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298793/; rank: 20, 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: 20, 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: 20, 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: 20, crd: 307546, firm: BR Wealth Management, city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307546/; rank: 20, crd: 310415, firm: Doceo Wealth, LLC, city: Meridian, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310415/; rank: 20, 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: 20, 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: 20, 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: 20, 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: 20, crd: 321819, firm: Arrien Investments, Inc., city: Boise, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321819/; rank: 20, 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: 20, crd: 326711, firm: Pacific Peak Advisors, LLC, city: Ketchum, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326711/; rank: 20, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326719/; rank: 20, crd: 327966, firm: Generational Legacies Wealth Management, city: Coeur D'Alene, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327966/; rank: 20, 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: 20, crd: 330575, firm: Archer Wealth Advisors, city: Coeur D'Alene, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330575/; rank: 20, 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: 20, crd: 337275, firm: Cooper Norman Wealth, LLC, city: Idaho Falls, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337275/; rank: 20, 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: 20, 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: 20, 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: 20, crd: 341678, firm: Verify Wealth, city: Middleton, state: ID, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341678/; rank: 20, 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: 20, 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: 20, 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/idaho/

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