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AdvisorIQ

Ranking, Idaho

Wealth firms with the most clients, including broker-dealer firms in Idaho

As of October 2, 2026, American Independent Securities Group, LLC ranked #1 in Idaho in AdvisorIQ's ranking of wealth firms with the most clients, including broker-dealer firms, with 8,770.

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

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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.

Rank Firm City Most clients
1 American Independent Securities Group, LLC Broker-dealer affiliated Eagle 8,770
2 Continuum Advisory, LLC Eagle 6,922
3 Inspire Advisors, LLC Meridian 3,536
4 Legacy Wealth Management, LLC Boise 3,416
5 Pinkerton Wealth Partners Coeur D'Alene 1,262
6 Sand Creek Capital, LLC Rexburg 988
7 Preferred Retirement Options, Inc Ammon 960
8 Investor Fan Boise 887
9 HRC Wealth Management, LLC Moscow 878
10 The Caprock Group, LLC Boise 872
11 RW Investment Management LLC Eagle 797
12 Desert Rose Capital Management, Inc. Meridian 735
13 Venturi Private Wealth Successor Boise 720
14 Journey Retirement Planning and Investment Management, LLC Ammon 640
15 Wood Tarver Financial Boise 581
15 Next Level Wealth Planning, LLC Meridian 581
17 Hawke Financial Group Meridian 571
18 Helmstar Wealth Management Boise 546
19 Treasure Valley Financial Planning Meridian 541
20 Aspen Grove Investment Management, LLC Hayden 500
21 Aspen Capital Management, LLC Boise 475
22 Intermountain Wealth Management, Inc. Idaho Falls 452
23 Arrien Investments, Inc. Boise 451
24 Interwest Investment Advisors, Inc Boise 445
25 Elite Financial, Inc. Lewiston 439
26 Jordan Wealth Management Pocatello 425
27 Gateway Financial & Estate Planning, Inc. Pocatello 390
28 American Capital Advisory, LLC Ketchum 388
29 Summit Wealth and Retirement Partners Eagle 364
30 Mustard Seed Financial Meridian 360
31 Five Pine Wealth Coeur D'Alene 351
32 BR Wealth Management Boise 348
33 Pacific Value, LLC Boise 338
34 Scratch Capital Boise 324
35 Mountain Pacific Investment Advisers, LLC Boise 319
36 Tumwater Wealth Management, LLC Boise 311
37 Doceo Wealth, LLC Meridian 301
38 Perspective Wealth Partners, LLC Boise 291
39 3 Peaks Financial Ammon 281
40 Arcadia Investment Advisors, LLC Eagle 280
41 Archer Wealth Advisors Coeur D'Alene 275
42 Onyx Financial Advisors, LLC Idaho Falls 273
43 Berkeley, Inc Boise 247
44 Reed Capital Management, LLC Boise 236
45 Sentinel Wealth Strategies Idaho Falls 220
46 Ascend Wealth Management LLC Eagle 216
47 Columbia Wealth Advisors LLC McCall 206
48 Dillon Financial Planning, Inc. Eagle 202
49 Pacific Peak Advisors, LLC Ketchum 186
50 Firm Foundation Wealth Management, LLC Caldwell 180
51 Gannett Wealth Advisors Middleton 179
52 Figure 8 Investment Strategies LLC Boise 176
53 Enduring Wealth Management, LLC Meridian 173
54 Concinnus Financial, Inc Post Falls 158
54 Teton Crest Wealth Planning Idaho Falls 158
56 Integrated Financial Management, LLC Boise 154
57 Sky-Mountain Capital Management Ketchum 151
58 Retire Sensibly LLC Meridian 146
59 Snake River Investment Counsel LLC Idaho Falls 123
60 Matterhorn Financial Planning Pocatello 122
61 Ascent Retirement Advisors Boise 119
62 Grow Rasmussen Consulting LLC Boise 115
63 Malone Wealth Ventures LLC Boise 113
64 Spinnaker Financial Advisors, LLC Idaho Falls 106
64 Straight Line Investment Group, LLC Idaho Falls 106
66 Williams and Schiller Wealth Management, LLC Sandpoint 104
67 Arc Advisers LLC Boise 97
68 Foothills Capital Management, LLC Eagle 96
69 Harmonic Investment Advisors Boise 88
70 Accord Capital Management, Ltd. Boise 84
71 Integrated Advisors Boise 82
72 Bahr Financial Planning Network, Inc. Eagle 80
73 Propath Financial Meridian 79
74 Guernica Capital Boise 78
75 Momentum Wealth Strategies Coeur D'Alene 76
76 Table Rock Financial Planning Boise 75
77 Harris Wealth Management, LLC Twin Falls 61
77 Advanced Financial Solutions, Inc. Boise 61
77 Alturas Wealth Management, LLC Eagle 61
80 Gregory Lyle & Co. Sun Valley 60
80 Hazlett Wealth Management LLC Ketchum 60
82 Viewpoint Advisory, LLC Meridian 58
83 Asset & Retirement Management Rigby 55
84 Sun Valley Advisors, Inc. Hailey 53
85 Private Wealth Advisors Boise 51
86 Meritage Wealth Management Tamarack 49
87 Inspire Wealth Partners Boise 48
88 Garcia Financial Planning Meridian 46
89 Franklin Trend Investment Management, LLC Boise 44
90 Wood River Consulting Hailey 43
91 Pinnacle Portfolio Advisors Boise 42
92 Trek Line Wealth Horseshoe Bend 41
93 Pinyon Pine Capital LLC Ketchum 39
93 Liftoff Financial Planning Pocatello 39
95 McRae Capital Management L.L.C. Ketchum 38
95 Investifi Wealth Management LLC Kimberly 38
95 Layline Financial Sandpoint 38
98 C.S Wealth LLC Carey 35
99 Roslund, John Cabell Meridian 34
99 Alupka Asset Management Driggs 34

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 clients 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.