City
Wealth management firms in Boise, Idaho
As of October 2, 2026, 44 wealth management firms, including broker-dealer firms, with their main office in Boise, Idaho reported $25.1 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
- 44
- Regulatory assets under management
- $25.1 billion
- Average per firm
- $570.7 million
- SEC-registered, of those listed
- 17 of 44 (38.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Caprock Group, LLC | SEC | $12.5 billion | 436 |
| 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. | SEC | $3.6 billion | 4,555 |
| 3 | Aspen Capital Management, LLC | SEC | $1.3 billion | 1,518 |
| 4 | Mountain Pacific Investment Advisers, LLC | SEC | $933.7 million | 769 |
| 5 | Perspective Wealth Partners, LLC | SEC | $843.9 million | 265 |
| 6 | Investor Fan | SEC | $787.4 million | 2,236 |
| 7 | Helmstar Wealth Management | SEC | $785.6 million | 1,974 |
| 8 | Legacy Wealth Management, LLC | SEC | $629.0 million | 3,269 |
| 9 | Berkeley, Inc | SEC | $573.9 million | 769 |
| 10 | Wood Tarver Financial | SEC | $489.0 million | 1,537 |
| 11 | Tumwater Wealth Management, LLC | SEC | $406.6 million | 877 |
| 12 | BR Wealth Management | SEC | $328.8 million | 874 |
| 13 | Figure 8 Investment Strategies LLC | SEC | $233.4 million | 391 |
| 14 | Scratch Capital | SEC | $230.1 million | 564 |
| 15 | Arrien Investments, Inc. | SEC | $226.6 million | 905 |
| 16 | Pacific Value, LLC | SEC | $190.0 million | 433 |
| 17 | Pinnacle Portfolio Advisors | SEC | $171.9 million | 73 |
| 18 | McMillen & Company, Inc. | State | $111.0 million | 200 |
| 19 | Arc Advisers LLC | State | $104.9 million | 272 |
| 20 | Inspire Wealth Partners | State | $85.9 million | 319 |
| 21 | Interwest Investment Advisors, Inc | State | $74.6 million | 718 |
| 22 | Integrated Financial Management, LLC | State | $61.2 million | 283 |
| 23 | Grow Rasmussen Consulting LLC | State | $58.7 million | 165 |
| 24 | Reed Capital Management, LLC | State | $54.4 million | 118 |
| 25 | Integrated Advisors | State | $49.0 million | 196 |
| 26 | Ascent Retirement Advisors | State | $43.9 million | 171 |
| 27 | Malone Wealth Ventures LLC | State | $42.0 million | 112 |
| 28 | Table Rock Financial Planning | State | $39.4 million | 88 |
| 29 | Franklin Trend Investment Management, LLC | State | $32.5 million | 112 |
| 30 | Accord Capital Management, Ltd. | State | $32.0 million | 153 |
| 31 | Harmonic Investment Advisors | State | $18.9 million | 88 |
| 32 | Craig Verdi Investments, LLC | State | $18.0 million | 14 |
| 33 | Guernica Capital | State | $17.7 million | 61 |
| 34 | Advanced Financial Solutions, Inc. | State | $16.7 million | 163 |
| 35 | Private Wealth Advisors | State | $12.8 million | 76 |
| 36 | Boise River Financial Planning | State | $5.8 million | 17 |
| 37 | Jco Advisors LLC | State | $3.3 million | 9 |
| 38 | Silveria Wealth Group, LLC | State | $350,406 | 4 |
| 39 | Fourthrock Financial Corporation | State | $0 | 0 |
| 40 | Hoeven Wealth | State | $0 | 0 |
| 41 | Koinos Financial | State | $0 | 0 |
| 42 | Madrone Financial Planning | State | $0 | 0 |
| 43 | Stonewell Financial Management LLC | State | $0 | 0 |
| 44 | Tadman Financial | State | $0 | 0 |
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.
Wealth management firms in Idaho, including every city.
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.