City
Independent RIAs in Coeur D'Alene, Idaho
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Coeur D'Alene, Idaho reported $1.8 billion in regulatory assets under management; the largest by assets was Pinkerton Wealth Partners, with $1.4 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $229.8 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pinkerton Wealth Partners | SEC | $1.4 billion | 13,361 |
| 2 | Five Pine Wealth | SEC | $191.8 million | 960 |
| 3 | Archer Wealth Advisors | State | $79.6 million | 367 |
| 4 | Momentum Wealth Strategies | State | $67.9 million | 160 |
| 5 | Generational Legacies Wealth Management | State | $50.6 million | 68 |
| 6 | McLachlan Investment Services LLC | State | $4.8 million | 12 |
| 7 | Salmon Bay Wealth Management, LLC | State | $4.8 million | 21 |
| 8 | Wardian Wealth Management, Inc. | State | $0 | 0 |
Independent RIAs 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.