# Newest independent RIAs in Idaho

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
Address: https://advisoriq.com/ria/rankings/newest/idaho/

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344096/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/idaho/

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