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AdvisorIQ

Ranking, Idaho

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

As of October 2, 2026, Continuum Advisory, LLC ranked #1 in Idaho in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 902.

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

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 American Independent Securities Group, LLC Broker-dealer affiliated Eagle 437
3 RW Investment Management LLC Eagle 417
4 Venturi Private Wealth Successor Boise 407
5 The Caprock Group, LLC Boise 398
6 Pinkerton Wealth Partners Coeur D'Alene 386
7 Inspire Advisors, LLC Meridian 320
8 Sand Creek Capital, LLC Rexburg 312
9 Aspen Capital Management, LLC Boise 284
10 Investor Fan Boise 235
11 Helmstar Wealth Management Boise 227
12 Doceo Wealth, LLC Meridian 196
13 Summit Wealth and Retirement Partners Eagle 194
14 Mountain Pacific Investment Advisers, LLC Boise 188
15 Perspective Wealth Partners, LLC Boise 183
16 Aspen Grove Investment Management, LLC Hayden 160
17 Onyx Financial Advisors, LLC Idaho Falls 153
18 Wood Tarver Financial Boise 148
19 Berkeley, Inc Boise 147
20 Legacy Wealth Management, LLC Boise 134
21 HRC Wealth Management, LLC Moscow 128
22 Gannett Wealth Advisors Middleton 126
23 Arcadia Investment Advisors, LLC Eagle 118
24 Tumwater Wealth Management, LLC Boise 113
25 Treasure Valley Financial Planning Meridian 99
26 BR Wealth Management Boise 91
27 Next Level Wealth Planning, LLC Meridian 85
28 American Capital Advisory, LLC Ketchum 76
29 Elite Financial, Inc. Lewiston 74
30 Figure 8 Investment Strategies LLC Boise 71
31 Scratch Capital Boise 64
32 Dillon Financial Planning, Inc. Eagle 60
32 Arrien Investments, Inc. Boise 60
32 Hazlett Wealth Management LLC Ketchum 60
35 Sky-Mountain Capital Management Ketchum 54
35 Pacific Peak Advisors, LLC Ketchum 54
37 Pacific Value, LLC Boise 52
38 Enduring Wealth Management, LLC Meridian 51
39 Mustard Seed Financial Meridian 49
39 Five Pine Wealth Coeur D'Alene 49
41 Gregory Lyle & Co. Sun Valley 42
42 Pinyon Pine Capital LLC Ketchum 39
42 Matterhorn Financial Planning Pocatello 39
44 Retire Sensibly LLC Meridian 38
45 Integrated Advisors Boise 37
45 Viewpoint Advisory, LLC Meridian 37
47 Desert Rose Capital Management, Inc. Meridian 36
48 Grow Rasmussen Consulting LLC Boise 35
48 Williams and Schiller Wealth Management, LLC Sandpoint 35
48 Hawke Financial Group Meridian 35
51 Arc Advisers LLC Boise 34
51 Journey Retirement Planning and Investment Management, LLC Ammon 34
53 Reed Capital Management, LLC Boise 31
53 Firm Foundation Wealth Management, LLC Caldwell 31
55 Spinnaker Financial Advisors, LLC Idaho Falls 30
56 Meritage Wealth Management Tamarack 27
57 Inspire Wealth Partners Boise 26
58 Rockhill Advisors LLC Victor 24
59 Alupka Asset Management Driggs 23
59 Straight Line Investment Group, LLC Idaho Falls 23
61 Pinnacle Portfolio Advisors Boise 21
61 GPWM Advisors LLC Eagle 21
61 Snake River Investment Counsel LLC Idaho Falls 21
64 Intermountain Wealth Management, Inc. Idaho Falls 20
65 Bahr Financial Planning Network, Inc. Eagle 19
65 Momentum Wealth Strategies Coeur D'Alene 19
67 Prominence Capital Eagle 17
68 Table Rock Financial Planning Boise 16
68 Archer Wealth Advisors Coeur D'Alene 16
70 Valkyrie Private Wealth Management Ammon 15
71 3 Peaks Financial Ammon 14
72 Roslund, John Cabell Meridian 13
73 Advanced Financial Solutions, Inc. Boise 12
73 Ascent Retirement Advisors Boise 12
75 Cooper Capital, Inc. Sandpoint 11
75 Franklin Trend Investment Management, LLC Boise 11
75 Integrated Financial Management, LLC Boise 11
75 Alturas Wealth Management, LLC Eagle 11
75 Propath Financial Meridian 11
80 McMillen & Company, Inc. Boise 10
80 Cannon Wealth Group LLC Eagle 10
80 Accord Capital Management, Ltd. Boise 10
80 Foothills Capital Management, LLC Eagle 10
84 Generational Legacies Wealth Management Coeur D'Alene 9
84 Cooper Norman Wealth, LLC Idaho Falls 9
86 Concinnus Financial, Inc Post Falls 8
87 McRae Capital Management L.L.C. Ketchum 7
87 Interwest Investment Advisors, Inc Boise 7
89 Harris Wealth Management, LLC Twin Falls 6
89 Enduro Wealth Management, LLC Eagle 6
89 Ford Investment Counsel LLC Eagle 6
89 Jco Advisors LLC Boise 6
93 Davis Investment Group, Ltd. Hailey 5
93 Morris Asset Management Not reported 5
95 Janet Christine Wygle - Financial Advisor Not reported 4
95 Craig Verdi Investments, LLC Boise 4
95 Vitality Wealth Idaho Falls 4
95 Stewardship Asset Management LLC Star 4
99 McLachlan Investment Services LLC Coeur D'Alene 3
99 Columbia Wealth Advisors LLC McCall 3
99 Boise River Financial Planning Boise 3
99 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.