City
Wealth management firms in Eagle, Idaho
As of October 2, 2026, 17 wealth management firms, including broker-dealer firms, with their main office in Eagle, Idaho reported $6.2 billion in regulatory assets under management; the largest by assets was Continuum Advisory, LLC, with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 17
- Regulatory assets under management
- $6.2 billion
- Average per firm
- $366.1 million
- SEC-registered, of those listed
- 5 of 17 (29.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Continuum Advisory, LLC | SEC | $1.9 billion | 3,461 |
| 2 | RW Investment Management LLC | SEC | $1.7 billion | 2,377 |
| 3 | 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. | SEC | $986.3 million | 4,385 |
| 4 | Summit Wealth and Retirement Partners | SEC | $978.1 million | 1,018 |
| 5 | Arcadia Investment Advisors, LLC | SEC | $345.8 million | 773 |
| 6 | Prominence Capital | State | $57.1 million | 126 |
| 7 | Bahr Financial Planning Network, Inc. | State | $54.0 million | 292 |
| 8 | Alturas Wealth Management, LLC | State | $47.1 million | 127 |
| 9 | Ascend Wealth Management LLC | State | $32.6 million | 317 |
| 10 | Foothills Capital Management, LLC | State | $29.5 million | 134 |
| 11 | GPWM Advisors LLC | State | $27.0 million | 60 |
| 12 | Cannon Wealth Group LLC | State | $12.3 million | 64 |
| 13 | Ford Investment Counsel LLC | State | $9.8 million | 19 |
| 14 | Enduro Wealth Management, LLC | State | $4.4 million | 43 |
| 15 | Allegiance Financial Planning | State | $0 | 0 |
| 16 | Dillon Financial Planning, Inc. | State | $0 | 0 |
| 17 | Eagle Financial Planning | State | $0 | 0 |
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.