{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Newest independent RIAs in Idaho","lead":"As of October 2, 2026, Treasure Valley Financial Planning ranked #1 in Idaho in AdvisorIQ's ranking of newest independent RIAs, with $336.0 million.","as_of":"2026-10-02","facts":{"ranking":"Newest independent RIAs","how_it_is_computed":"Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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":"usd","scope":"Idaho","firms_listed":17,"rows":[{"rank":1,"crd":341732,"firm":"Treasure Valley Financial Planning","city":"Meridian","state":"ID","value":336024013,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341732/"},{"rank":2,"crd":338954,"firm":"Hazlett Wealth Management LLC","city":"Ketchum","state":"ID","value":160000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338954/"},{"rank":3,"crd":143049,"firm":"Williams and Schiller Wealth Management, LLC","city":"Sandpoint","state":"ID","value":120669000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143049/"},{"rank":4,"crd":337275,"firm":"Cooper Norman Wealth, LLC","city":"Idaho Falls","state":"ID","value":15869932,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337275/"},{"rank":5,"crd":339060,"firm":"Garcia Financial Planning","city":"Meridian","state":"ID","value":5973015,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339060/"},{"rank":6,"crd":338203,"firm":"Action Financial Planning LLC","city":"Twin Falls","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338203/"},{"rank":6,"crd":341678,"firm":"Verify Wealth","city":"Middleton","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341678/"},{"rank":6,"crd":342179,"firm":"Tadman Financial","city":"Boise","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342179/"},{"rank":6,"crd":342383,"firm":"Joski Financial","city":"Star","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342383/"},{"rank":6,"crd":342440,"firm":"Madrone Financial Planning","city":"Boise","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342440/"},{"rank":6,"crd":342748,"firm":"First Ascent Planning LLC","city":"Driggs","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342748/"},{"rank":6,"crd":342767,"firm":"Han Financial Consulting LLC","city":"Coeur D Alene","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342767/"},{"rank":6,"crd":342846,"firm":"Koinos Financial","city":"Boise","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342846/"},{"rank":6,"crd":343327,"firm":"Stonewell Financial Management LLC","city":"Boise","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343327/"},{"rank":6,"crd":343490,"firm":"Hoeven Wealth","city":"Boise","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343490/"},{"rank":6,"crd":343624,"firm":"Eagle Financial Planning","city":"Eagle","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343624/"},{"rank":6,"crd":344096,"firm":"Clearwater Financial Planning","city":"Lewiston","state":"ID","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/344096/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Newest independent RIAs, nationally","url":"https://advisoriq.com/ria/rankings/newest/"},{"title":"RIA market data for Idaho","url":"https://advisoriq.com/ria/states/idaho/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/newest/idaho/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/newest/idaho/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}