# Independent RIAs with the most clients in Idaho

As of October 2, 2026, Continuum Advisory, LLC ranked #1 in Idaho in AdvisorIQ's ranking of independent RIAs with the most clients, with 6,922.

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

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: 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.
- unit: count
- scope: Idaho
- firms_listed: 101
- rows: rank: 1, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, state: ID, value: 6922, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283155/; rank: 2, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, state: ID, value: 3536, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300279/; rank: 3, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, state: ID, value: 3416, 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: 1262, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120973/; rank: 5, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, state: ID, value: 988, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326719/; rank: 6, crd: 116172, firm: Preferred Retirement Options, Inc, city: Ammon, state: ID, value: 960, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116172/; rank: 7, crd: 159301, firm: Investor Fan, city: Boise, state: ID, value: 887, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159301/; rank: 8, crd: 117212, firm: HRC Wealth Management, LLC, city: Moscow, state: ID, value: 878, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117212/; rank: 9, crd: 124272, firm: The Caprock Group, LLC, city: Boise, state: ID, value: 872, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124272/; rank: 10, crd: 282707, firm: RW Investment Management LLC, city: Eagle, state: ID, value: 797, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282707/; rank: 11, crd: 154331, firm: Desert Rose Capital Management, Inc., city: Meridian, state: ID, value: 735, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154331/; rank: 12, crd: 169576, firm: Venturi Private Wealth, city: Boise, state: ID, value: 720, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/169576/; rank: 13, crd: 315237, firm: Journey Retirement Planning and Investment Management, LLC, city: Ammon, state: ID, value: 640, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315237/; rank: 14, crd: 298793, firm: Wood Tarver Financial, city: Boise, state: ID, value: 581, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298793/; rank: 14, crd: 327644, firm: Next Level Wealth Planning, LLC, city: Meridian, state: ID, value: 581, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327644/; rank: 16, crd: 301733, firm: Hawke Financial Group, city: Meridian, state: ID, value: 571, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301733/; rank: 17, crd: 145074, firm: Helmstar Wealth Management, city: Boise, state: ID, value: 546, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145074/; rank: 18, crd: 341732, firm: Treasure Valley Financial Planning, city: Meridian, state: ID, value: 541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341732/; rank: 19, crd: 150038, firm: Aspen Grove Investment Management, LLC, city: Hayden, state: ID, value: 500, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150038/; rank: 20, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, state: ID, value: 475, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119050/; rank: 21, crd: 148646, firm: Intermountain Wealth Management, Inc., city: Idaho Falls, state: ID, value: 452, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148646/; rank: 22, crd: 321819, firm: Arrien Investments, Inc., city: Boise, state: ID, value: 451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321819/; rank: 23, crd: 142840, firm: Interwest Investment Advisors, Inc, city: Boise, state: ID, value: 445, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142840/; rank: 24, crd: 286667, firm: Elite Financial, Inc., city: Lewiston, state: ID, value: 439, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286667/; rank: 25, crd: 115588, firm: Jordan Wealth Management, city: Pocatello, state: ID, value: 425, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115588/; rank: 26, crd: 144741, firm: Gateway Financial & Estate Planning, Inc., city: Pocatello, state: ID, value: 390, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144741/; rank: 27, crd: 141944, firm: American Capital Advisory, LLC, city: Ketchum, state: ID, value: 388, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141944/; rank: 28, crd: 285972, firm: Summit Wealth and Retirement Partners, city: Eagle, state: ID, value: 364, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285972/; rank: 29, crd: 120514, firm: Mustard Seed Financial, city: Meridian, state: ID, value: 360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120514/; rank: 30, crd: 317657, firm: Five Pine Wealth, city: Coeur D'Alene, state: ID, value: 351, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317657/; rank: 31, crd: 307546, firm: BR Wealth Management, city: Boise, state: ID, value: 348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307546/; rank: 32, crd: 147086, firm: Pacific Value, LLC, city: Boise, state: ID, value: 338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147086/; rank: 33, crd: 318835, firm: Scratch Capital, city: Boise, state: ID, value: 324, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318835/; rank: 34, crd: 104749, firm: Mountain Pacific Investment Advisers, LLC, city: Boise, state: ID, value: 319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104749/; rank: 35, crd: 300443, firm: Tumwater Wealth Management, LLC, city: Boise, state: ID, value: 311, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300443/; rank: 36, crd: 310415, firm: Doceo Wealth, LLC, city: Meridian, state: ID, value: 301, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310415/; rank: 37, crd: 140330, firm: Perspective Wealth Partners, LLC, city: Boise, state: ID, value: 291, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140330/; rank: 38, crd: 296817, firm: 3 Peaks Financial, city: Ammon, state: ID, value: 281, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296817/; rank: 39, crd: 109590, firm: Arcadia Investment Advisors, LLC, city: Eagle, state: ID, value: 280, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109590/; rank: 40, crd: 330575, firm: Archer Wealth Advisors, city: Coeur D'Alene, state: ID, value: 275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330575/; rank: 41, crd: 134881, firm: Onyx Financial Advisors, LLC, city: Idaho Falls, state: ID, value: 273, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134881/; rank: 42, crd: 117667, firm: Berkeley, Inc, city: Boise, state: ID, value: 247, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117667/; rank: 43, crd: 171162, firm: Reed Capital Management, LLC, city: Boise, state: ID, value: 236, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171162/; rank: 44, crd: 285889, firm: Sentinel Wealth Strategies, city: Idaho Falls, state: ID, value: 220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285889/; rank: 45, crd: 333076, firm: Ascend Wealth Management LLC, city: Eagle, state: ID, value: 216, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333076/; rank: 46, crd: 288720, firm: Columbia Wealth Advisors LLC, city: McCall, state: ID, value: 206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288720/; rank: 47, crd: 133755, firm: Dillon Financial Planning, Inc., city: Eagle, state: ID, value: 202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133755/; rank: 48, crd: 326711, firm: Pacific Peak Advisors, LLC, city: Ketchum, state: ID, value: 186, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326711/; rank: 49, crd: 298761, firm: Firm Foundation Wealth Management, LLC, city: Caldwell, state: ID, value: 180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298761/; rank: 50, crd: 328213, firm: Gannett Wealth Advisors, city: Middleton, state: ID, value: 179, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328213/; rank: 51, crd: 282973, firm: Figure 8 Investment Strategies LLC, city: Boise, state: ID, value: 176, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282973/; rank: 52, crd: 337527, firm: Enduring Wealth Management, LLC, city: Meridian, state: ID, value: 173, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337527/; rank: 53, crd: 218515, firm: Concinnus Financial, Inc, city: Post Falls, state: ID, value: 158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/218515/; rank: 53, crd: 330009, firm: Teton Crest Wealth Planning, city: Idaho Falls, state: ID, value: 158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330009/; rank: 55, crd: 304071, firm: Integrated Financial Management, LLC, city: Boise, state: ID, value: 154, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304071/; rank: 56, crd: 312915, firm: Sky-Mountain Capital Management, city: Ketchum, state: ID, value: 151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312915/; rank: 57, crd: 292828, firm: Retire Sensibly LLC, city: Meridian, state: ID, value: 146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292828/; rank: 58, crd: 314200, firm: Snake River Investment Counsel LLC, city: Idaho Falls, state: ID, value: 123, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314200/; rank: 59, crd: 167996, firm: Matterhorn Financial Planning, city: Pocatello, state: ID, value: 122, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167996/; rank: 60, crd: 325385, firm: Ascent Retirement Advisors, city: Boise, state: ID, value: 119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325385/; rank: 61, crd: 118714, firm: Grow Rasmussen Consulting LLC, city: Boise, state: ID, value: 115, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118714/; rank: 62, crd: 312782, firm: Malone Wealth Ventures LLC, city: Boise, state: ID, value: 113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312782/; rank: 63, crd: 118885, firm: Spinnaker Financial Advisors, LLC, city: Idaho Falls, state: ID, value: 106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118885/; rank: 63, crd: 167598, firm: Straight Line Investment Group, LLC, city: Idaho Falls, state: ID, value: 106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167598/; rank: 65, crd: 143049, firm: Williams and Schiller Wealth Management, LLC, city: Sandpoint, state: ID, value: 104, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143049/; rank: 66, crd: 307497, firm: Arc Advisers LLC, city: Boise, state: ID, value: 97, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307497/; rank: 67, crd: 334119, firm: Foothills Capital Management, LLC, city: Eagle, state: ID, value: 96, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334119/; rank: 68, crd: 148950, firm: Harmonic Investment Advisors, city: Boise, state: ID, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148950/; rank: 69, crd: 285933, firm: Accord Capital Management, Ltd., city: Boise, state: ID, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285933/; rank: 70, crd: 283592, firm: Integrated Advisors, city: Boise, state: ID, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283592/; rank: 71, crd: 154188, firm: Bahr Financial Planning Network, Inc., city: Eagle, state: ID, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154188/; rank: 72, crd: 305914, firm: Propath Financial, city: Meridian, state: ID, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305914/; rank: 73, crd: 311210, firm: Guernica Capital, city: Boise, state: ID, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311210/; rank: 74, crd: 334046, firm: Momentum Wealth Strategies, city: Coeur D'Alene, state: ID, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334046/; rank: 75, crd: 149401, firm: Table Rock Financial Planning, city: Boise, state: ID, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149401/; rank: 76, crd: 117184, firm: Harris Wealth Management, LLC, city: Twin Falls, state: ID, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117184/; rank: 76, crd: 121538, firm: Advanced Financial Solutions, Inc., city: Boise, state: ID, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121538/; rank: 76, crd: 304531, firm: Alturas Wealth Management, LLC, city: Eagle, state: ID, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304531/; rank: 79, crd: 113683, firm: Gregory Lyle & Co., city: Sun Valley, state: ID, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113683/; rank: 79, crd: 338954, firm: Hazlett Wealth Management LLC, city: Ketchum, state: ID, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338954/; rank: 81, crd: 305164, firm: Viewpoint Advisory, LLC, city: Meridian, state: ID, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305164/; rank: 82, crd: 136569, firm: Asset & Retirement Management, city: Rigby, state: ID, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136569/; rank: 83, crd: 118914, firm: Sun Valley Advisors, Inc., city: Hailey, state: ID, value: 53, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118914/; rank: 84, crd: 152073, firm: Private Wealth Advisors, city: Boise, state: ID, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152073/; rank: 85, crd: 311884, firm: Meritage Wealth Management, city: Tamarack, state: ID, value: 49, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311884/; rank: 86, crd: 305322, firm: Inspire Wealth Partners, city: Boise, state: ID, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305322/; rank: 87, crd: 339060, firm: Garcia Financial Planning, city: Meridian, state: ID, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339060/; rank: 88, crd: 282977, firm: Franklin Trend Investment Management, LLC, city: Boise, state: ID, value: 44, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282977/; rank: 89, crd: 298095, firm: Wood River Consulting, city: Hailey, state: ID, value: 43, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298095/; rank: 90, crd: 287622, firm: Pinnacle Portfolio Advisors, city: Boise, state: ID, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287622/; rank: 91, crd: 322921, firm: Trek Line Wealth, city: Horseshoe Bend, state: ID, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322921/; rank: 92, crd: 155916, firm: Pinyon Pine Capital LLC, city: Ketchum, state: ID, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155916/; rank: 92, crd: 298978, firm: Liftoff Financial Planning, city: Pocatello, state: ID, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298978/; rank: 94, crd: 117477, firm: McRae Capital Management L.L.C., city: Ketchum, state: ID, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117477/; rank: 94, crd: 316755, firm: Investifi Wealth Management LLC, city: Kimberly, state: ID, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316755/; rank: 94, crd: 327148, firm: Layline Financial, city: Sandpoint, state: ID, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327148/; rank: 97, crd: 329021, firm: C.S Wealth LLC, city: Carey, state: ID, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329021/; rank: 98, crd: 112929, firm: Roslund, John Cabell, city: Meridian, state: ID, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112929/; rank: 98, crd: 158410, firm: Alupka Asset Management, city: Driggs, state: ID, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158410/; rank: 100, crd: 140876, firm: McMillen & Company, Inc., city: Boise, state: ID, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140876/; rank: 100, crd: 155385, firm: Core Asset Management, LLC, city: McCall, state: ID, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155385/

## 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 clients, nationally](https://advisoriq.com/ria/rankings/most-clients/)
- [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-clients/idaho/

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