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AdvisorIQ

Ranking, Idaho

Independent RIAs with the most high net worth 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 high net worth clients, with 902.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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.

Rank Firm City Most high net worth clients
1 Continuum Advisory, LLC Eagle 902
2 RW Investment Management LLC Eagle 417
3 Venturi Private Wealth Successor Boise 407
4 The Caprock Group, LLC Boise 398
5 Pinkerton Wealth Partners Coeur D'Alene 386
6 Inspire Advisors, LLC Meridian 320
7 Sand Creek Capital, LLC Rexburg 312
8 Aspen Capital Management, LLC Boise 284
9 Investor Fan Boise 235
10 Helmstar Wealth Management Boise 227
11 Doceo Wealth, LLC Meridian 196
12 Summit Wealth and Retirement Partners Eagle 194
13 Mountain Pacific Investment Advisers, LLC Boise 188
14 Perspective Wealth Partners, LLC Boise 183
15 Aspen Grove Investment Management, LLC Hayden 160
16 Onyx Financial Advisors, LLC Idaho Falls 153
17 Wood Tarver Financial Boise 148
18 Berkeley, Inc Boise 147
19 Legacy Wealth Management, LLC Boise 134
20 HRC Wealth Management, LLC Moscow 128
21 Gannett Wealth Advisors Middleton 126
22 Arcadia Investment Advisors, LLC Eagle 118
23 Tumwater Wealth Management, LLC Boise 113
24 Treasure Valley Financial Planning Meridian 99
25 BR Wealth Management Boise 91
26 Next Level Wealth Planning, LLC Meridian 85
27 American Capital Advisory, LLC Ketchum 76
28 Elite Financial, Inc. Lewiston 74
29 Figure 8 Investment Strategies LLC Boise 71
30 Scratch Capital Boise 64
31 Dillon Financial Planning, Inc. Eagle 60
31 Arrien Investments, Inc. Boise 60
31 Hazlett Wealth Management LLC Ketchum 60
34 Sky-Mountain Capital Management Ketchum 54
34 Pacific Peak Advisors, LLC Ketchum 54
36 Pacific Value, LLC Boise 52
37 Enduring Wealth Management, LLC Meridian 51
38 Mustard Seed Financial Meridian 49
38 Five Pine Wealth Coeur D'Alene 49
40 Gregory Lyle & Co. Sun Valley 42
41 Pinyon Pine Capital LLC Ketchum 39
41 Matterhorn Financial Planning Pocatello 39
43 Retire Sensibly LLC Meridian 38
44 Integrated Advisors Boise 37
44 Viewpoint Advisory, LLC Meridian 37
46 Desert Rose Capital Management, Inc. Meridian 36
47 Grow Rasmussen Consulting LLC Boise 35
47 Williams and Schiller Wealth Management, LLC Sandpoint 35
47 Hawke Financial Group Meridian 35
50 Arc Advisers LLC Boise 34
50 Journey Retirement Planning and Investment Management, LLC Ammon 34
52 Reed Capital Management, LLC Boise 31
52 Firm Foundation Wealth Management, LLC Caldwell 31
54 Spinnaker Financial Advisors, LLC Idaho Falls 30
55 Meritage Wealth Management Tamarack 27
56 Inspire Wealth Partners Boise 26
57 Rockhill Advisors LLC Victor 24
58 Alupka Asset Management Driggs 23
58 Straight Line Investment Group, LLC Idaho Falls 23
60 Pinnacle Portfolio Advisors Boise 21
60 GPWM Advisors LLC Eagle 21
60 Snake River Investment Counsel LLC Idaho Falls 21
63 Intermountain Wealth Management, Inc. Idaho Falls 20
64 Bahr Financial Planning Network, Inc. Eagle 19
64 Momentum Wealth Strategies Coeur D'Alene 19
66 Prominence Capital Eagle 17
67 Table Rock Financial Planning Boise 16
67 Archer Wealth Advisors Coeur D'Alene 16
69 Valkyrie Private Wealth Management Ammon 15
70 3 Peaks Financial Ammon 14
71 Roslund, John Cabell Meridian 13
72 Advanced Financial Solutions, Inc. Boise 12
72 Ascent Retirement Advisors Boise 12
74 Cooper Capital, Inc. Sandpoint 11
74 Franklin Trend Investment Management, LLC Boise 11
74 Integrated Financial Management, LLC Boise 11
74 Alturas Wealth Management, LLC Eagle 11
74 Propath Financial Meridian 11
79 McMillen & Company, Inc. Boise 10
79 Cannon Wealth Group LLC Eagle 10
79 Accord Capital Management, Ltd. Boise 10
79 Foothills Capital Management, LLC Eagle 10
83 Generational Legacies Wealth Management Coeur D'Alene 9
83 Cooper Norman Wealth, LLC Idaho Falls 9
85 Concinnus Financial, Inc Post Falls 8
86 McRae Capital Management L.L.C. Ketchum 7
86 Interwest Investment Advisors, Inc Boise 7
88 Harris Wealth Management, LLC Twin Falls 6
88 Enduro Wealth Management, LLC Eagle 6
88 Ford Investment Counsel LLC Eagle 6
88 Jco Advisors LLC Boise 6
92 Davis Investment Group, Ltd. Hailey 5
92 Morris Asset Management Not reported 5
94 Janet Christine Wygle - Financial Advisor Not reported 4
94 Craig Verdi Investments, LLC Boise 4
94 Vitality Wealth Idaho Falls 4
94 Stewardship Asset Management LLC Star 4
98 McLachlan Investment Services LLC Coeur D'Alene 3
98 Columbia Wealth Advisors LLC McCall 3
98 Boise River Financial Planning Boise 3
98 Delta Financial Advisory Meridian 3

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 high net worth 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.