State market data

Wealth management firms in Idaho

As of October 2, 2026, 151 wealth management firms, including broker-dealer firms, based in Idaho reported $41.7 billion in regulatory assets under management; the largest by assets was The Caprock Group, LLC, with $12.5 billion.

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

Wealth management firms: 151
SEC-registered: 45
State-registered: 106
Regulatory assets under management: $41.7 billion
Client accounts: 85,632
Median firm size: $55.6 million
Of which broker-dealer affiliated: 1, with $986.3 million

Idaho has not adopted IAR continuing education. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in Idaho.

Top firms in Idaho

Largest wealth firms by assets under management, including broker-dealer firms

Largest wealth firms by assets under management, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	RAUM
1	The Caprock Group, LLC	Boise	$12.5 billion
2	Venturi Private Wealth 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.	Boise	$3.6 billion
3	Continuum Advisory, LLC	Eagle	$1.9 billion
4	RW Investment Management LLC	Eagle	$1.7 billion
5	Pinkerton Wealth Partners	Coeur D'Alene	$1.4 billion
6	Aspen Capital Management, LLC	Boise	$1.3 billion
7	Inspire Advisors, LLC	Meridian	$1.3 billion
8	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	$986.3 million
9	Summit Wealth and Retirement Partners	Eagle	$978.1 million
10	Mountain Pacific Investment Advisers, LLC	Boise	$933.7 million

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.

Top 100 in Idaho

Fastest-growing wealth firms over one year, including broker-dealer firms

Fastest-growing wealth firms over one year, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Growth	Starting value
1	Sand Creek Capital, LLC	Rexburg	144.1%	$193.0 million
2	Investor Fan	Boise	84.1%	$427.7 million
3	Desert Rose Capital Management, Inc.	Meridian	70.5%	$112.7 million
4	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	63.1%	$604.9 million
5	Scratch Capital	Boise	62.9%	$141.2 million
6	Continuum Advisory, LLC	Eagle	34.6%	$1.4 billion
7	Helmstar Wealth Management	Boise	33.9%	$586.9 million
8	Legacy Wealth Management, LLC	Boise	32.0%	$476.5 million
9	American Capital Advisory, LLC	Ketchum	31.2%	$254.9 million
10	Inspire Advisors, LLC	Meridian	28.9%	$1.0 billion

Top 100 in Idaho

Fastest-growing wealth firms over three years, including broker-dealer firms

Fastest-growing wealth firms over three years, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Growth	Starting value
1	Investor Fan	Boise	61.7%	$186.2 million
2	Sand Creek Capital, LLC	Rexburg	59.7%	$115.8 million
3	Inspire Advisors, LLC	Meridian	36.8%	$520.8 million
4	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	34.2%	$407.7 million
5	Legacy Wealth Management, LLC	Boise	31.6%	$275.9 million
6	The Caprock Group, LLC	Boise	28.2%	$5.9 billion
7	Helmstar Wealth Management	Boise	27.7%	$377.2 million
8	Berkeley, Inc	Boise	24.0%	$301.0 million
9	Continuum Advisory, LLC	Eagle	23.2%	$1.0 billion
10	American Capital Advisory, LLC	Ketchum	22.5%	$182.0 million

Top 100 in Idaho

Fastest-growing wealth firms over five years, including broker-dealer firms

Fastest-growing wealth firms over five years, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Growth	Starting value
1	Legacy Wealth Management, LLC	Boise	39.2%	$120.5 million
2	Investor Fan	Boise	35.3%	$173.9 million
3	Inspire Advisors, LLC	Meridian	34.5%	$303.1 million
4	Continuum Advisory, LLC	Eagle	27.5%	$566.0 million
5	Helmstar Wealth Management	Boise	24.8%	$259.2 million
6	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	23.6%	$341.3 million
7	American Capital Advisory, LLC	Ketchum	22.8%	$120.0 million
8	Doceo Wealth, LLC	Meridian	21.8%	$102.1 million
9	The Caprock Group, LLC	Boise	19.5%	$5.1 billion
10	Perspective Wealth Partners, LLC	Boise	18.1%	$367.4 million

Top 100 in Idaho

Wealth firms with the biggest asset gains over one year, including broker-dealer firms

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Increase
1	The Caprock Group, LLC	Boise	$2.3 billion
2	Continuum Advisory, LLC	Eagle	$490.9 million
3	Venturi Private Wealth 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.	Boise	$402.3 million
4	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	$381.4 million
5	Investor Fan	Boise	$359.7 million
6	Inspire Advisors, LLC	Meridian	$298.8 million
7	Sand Creek Capital, LLC	Rexburg	$278.1 million
8	RW Investment Management LLC	Eagle	$261.0 million
9	Aspen Capital Management, LLC	Boise	$207.7 million
10	Enduring Wealth Management, LLC	Meridian	$205.0 million

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.

Top 100 in Idaho

Wealth firms with the most clients, including broker-dealer firms

Wealth firms with the most clients, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Most clients
1	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	8,770
2	Continuum Advisory, LLC	Eagle	6,922
3	Inspire Advisors, LLC	Meridian	3,536
4	Legacy Wealth Management, LLC	Boise	3,416
5	Pinkerton Wealth Partners	Coeur D'Alene	1,262
6	Sand Creek Capital, LLC	Rexburg	988
7	Preferred Retirement Options, Inc	Ammon	960
8	Investor Fan	Boise	887
9	HRC Wealth Management, LLC	Moscow	878
10	The Caprock Group, LLC	Boise	872

Top 100 in Idaho

Wealth firms with the fastest client growth over one year, including broker-dealer firms

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Growth	Starting value
1	Sand Creek Capital, LLC	Rexburg	213.7%	315
2	Scratch Capital	Boise	200.0%	108
3	Desert Rose Capital Management, Inc.	Meridian	87.0%	393
4	Legacy Wealth Management, LLC	Boise	61.1%	2,121
5	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	46.7%	5,980
6	Investor Fan	Boise	39.9%	634
7	Continuum Advisory, LLC	Eagle	21.4%	5,701
8	Aspen Capital Management, LLC	Boise	19.3%	398
9	Tumwater Wealth Management, LLC	Boise	12.7%	276
10	Journey Retirement Planning and Investment Management, LLC	Ammon	12.1%	571

Top 100 in Idaho

Wealth firms with the most accounts, including broker-dealer firms

Wealth firms with the most accounts, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Most accounts
1	Pinkerton Wealth Partners	Coeur D'Alene	13,361
2	Inspire Advisors, LLC	Meridian	8,330
3	Venturi Private Wealth 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.	Boise	4,555
4	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	4,385
5	Continuum Advisory, LLC	Eagle	3,461
6	Legacy Wealth Management, LLC	Boise	3,269
7	RW Investment Management LLC	Eagle	2,377
8	Investor Fan	Boise	2,236
8	Sand Creek Capital, LLC	Rexburg	2,236
10	Helmstar Wealth Management	Boise	1,974

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.

Top 100 in Idaho

Wealth firms with the most advisory staff, including broker-dealer firms

Wealth firms with the most advisory staff, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Most advisory staff
1	Inspire Advisors, LLC	Meridian	63
2	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	49
3	Legacy Wealth Management, LLC	Boise	39
4	The Caprock Group, LLC	Boise	38
5	Continuum Advisory, LLC	Eagle	32
6	Pinkerton Wealth Partners	Coeur D'Alene	16
6	Investor Fan	Boise	16
8	Venturi Private Wealth 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.	Boise	12
8	RW Investment Management LLC	Eagle	12
10	Desert Rose Capital Management, Inc.	Meridian	10

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.

Top 100 in Idaho

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

Wealth firms with the most high net worth clients, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Most high net worth clients
1	Continuum Advisory, LLC	Eagle	902
2	American Independent Securities Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Eagle	437
3	RW Investment Management LLC	Eagle	417
4	Venturi Private Wealth 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.	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

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.

Top 100 in Idaho

Wealth firms with the most CFP professionals, including broker-dealer firms

Wealth firms with the most CFP professionals, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Most CFP professionals
1	Inspire Advisors, LLC	Meridian	15
2	Continuum Advisory, LLC	Eagle	11
3	Legacy Wealth Management, LLC	Boise	7
4	Pinkerton Wealth Partners	Coeur D'Alene	6
4	Summit Wealth and Retirement Partners	Eagle	6
6	Treasure Valley Financial Planning	Meridian	5
7	Helmstar Wealth Management	Boise	4
7	Investor Fan	Boise	4
7	Venturi Private Wealth 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.	Boise	4
10	The Caprock Group, LLC	Boise	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.

Top 100 in Idaho

Newest wealth firms, including broker-dealer firms

Newest wealth firms, including broker-dealer firms in Idaho, top 10
Rank	Firm	City	Amount
1	Treasure Valley Financial Planning	Meridian	$336.0 million
2	Hazlett Wealth Management LLC	Ketchum	$160.0 million
3	Williams and Schiller Wealth Management, LLC	Sandpoint	$120.7 million
4	Cooper Norman Wealth, LLC	Idaho Falls	$15.9 million
5	Garcia Financial Planning	Meridian	$6.0 million
6	Action Financial Planning LLC	Twin Falls	$0
6	Verify Wealth	Middleton	$0
6	Tadman Financial	Boise	$0
6	Joski Financial	Star	$0
6	Madrone Financial Planning	Boise	$0

Top 100 in Idaho

Over time

From the SEC's yearly files: SEC-registered wealth firms based in Idaho, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Firms
As of	Firms
October 1, 2018	21
October 1, 2019	23
October 1, 2020	26
October 4, 2021	33
October 3, 2022	36
October 5, 2023	37
October 1, 2024	41
September 2, 2025	38
October 2, 2026	45

Regulatory assets under managementSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Regulatory assets under management
As of	Regulatory assets under management
October 1, 2018	$8.6 billion
October 1, 2019	$8.6 billion
October 1, 2020	$10.9 billion
October 4, 2021	$15.0 billion
October 3, 2022	$18.3 billion
October 5, 2023	$18.4 billion
October 1, 2024	$22.6 billion
September 2, 2025	$27.3 billion
October 2, 2026	$38.2 billion

Client accountsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Client accounts
As of	Client accounts
October 1, 2018	19,266
October 1, 2019	20,709
October 1, 2020	25,538
October 4, 2021	41,193
October 3, 2022	36,504
October 5, 2023	41,593
October 1, 2024	47,827
September 2, 2025	48,968
October 2, 2026	73,257

Median firm size (RAUM)SEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Median firm size (RAUM)
As of	Median firm size (RAUM)
October 1, 2018	$230.0 million
October 1, 2019	$197.0 million
October 1, 2020	$213.3 million
October 4, 2021	$231.2 million
October 3, 2022	$286.1 million
October 5, 2023	$261.2 million
October 1, 2024	$259.0 million
September 2, 2025	$284.2 million
October 2, 2026	$335.2 million

The market in Idaho now

Headline figures

Headline figures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms	151	45	106
Regulatory assets under management	$41.7 billion	$38.2 billion	$3.5 billion
Accounts	85,632	73,257	12,375
Clients	49,047	39,898	9,149
Employees	774	619	155
Advisory employees	578	437	141
Investment adviser representatives	637	494	143
Median RAUM	$55.6 million	$335.2 million	$28.2 million
Average RAUM	$320.6 million	$867.6 million	$40.8 million

Firms by size

Advisers grouped by regulatory assets under management.

Firms by size, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms under $100 million	81	1	80
RAUM of firms under $100 million	$2.5 billion	$90.2 million	$2.4 billion
Firms $100 million to $250 million	20	15	5
RAUM of firms $100 million to $250 million	$3.4 billion	$2.9 billion	$531.1 million
Firms $250 million to $500 million	12	12	0
RAUM of firms $250 million to $500 million	$4.3 billion	$4.3 billion	$0
Firms $500 million to $1 billion	10	9	1
RAUM of firms $500 million to $1 billion	$7.6 billion	$7.0 billion	$577.6 million
Firms $1 billion to $5 billion	6	6	0
RAUM of firms $1 billion to $5 billion	$11.3 billion	$11.3 billion	$0
Firms $5 billion to $10 billion	0	0	0
RAUM of firms $5 billion to $10 billion	$0	$0	$0
Firms $10 billion and up	1	1	0
RAUM of firms $10 billion and up	$12.5 billion	$12.5 billion	$0

Concentration

How much of the market the largest advisers hold.

Concentration: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Top 10 share of RAUM		64.1%
Top 100 share of RAUM		99.6%

Concentration, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Top 10 share of RAUM	64.1%	70.0%	41.1%
Top 100 share of RAUM	99.6%	No data	No data

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Charge a percentage of assets		93.4%
Charge hourly fees		49.7%
Charge subscription fees		1.3%
Charge fixed fees		60.9%
Receive commissions		1.3%
Charge performance-based fees		2.6%
Other compensation		7.9%

How advisers are paid, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Charge a percentage of assets	93.4%	100.0%	90.6%
Charge hourly fees	49.7%	44.4%	51.9%
Charge subscription fees	1.3%	2.2%	0.9%
Charge fixed fees	60.9%	68.9%	57.5%
Receive commissions	1.3%	4.4%	0.0%
Charge performance-based fees	2.6%	4.4%	1.9%
Other compensation	7.9%	4.4%	9.4%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

Custody, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Have custody	25.8%	55.6%	13.2%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

Broker-dealer and other affiliations, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Broker-dealer affiliated	1.3%	4.4%	0.0%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

New firms and successions, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
New registrations	17	4	13
Successions	No data	1	No data

Other measures

Other measures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms reporting RAUM	130	44	86
Discretionary RAUM	$38.7 billion	$35.5 billion	$3.2 billion
CFP professionals	133	96	37
25th percentile RAUM	$16.0 million	$209.2 million	$9.8 million
75th percentile RAUM	$220.4 million	$801.5 million	$54.3 million
90th percentile RAUM	$644.7 million	$1.4 billion	$78.7 million
Average account size	$486,762	$521,090	$283,553
Offer financial planning	78.1%	84.4%	75.5%
RAUM growth, one year	No data	39.6%	No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Boise 44 independent RIAs, $25.1 billion
Eagle 16 independent RIAs, $5.2 billion
Meridian 14 independent RIAs, $3.3 billion
Coeur D'Alene 8 independent RIAs, $1.8 billion
Ketchum 6 independent RIAs, $994.7 million
Idaho Falls 10 independent RIAs, $913.2 million

Cities with at least five independent RIAs.

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.