# Independent RIAs in Idaho

As of October 2, 2026, 150 independent wealth management RIAs based in Idaho reported $40.7 billion in regulatory assets under management; the largest by assets was The Caprock Group, LLC, with $12.5 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/idaho/

## Facts

- state: Idaho
- code: ID
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 81247, firms: 150, median_raum: 54386083, raum: 40696097024, advisory_employees: 529, avg_account: 500893.534825901, band_100m_250m: 20, band_100m_250m_raum: 3440625930, band_10b_plus: 1, band_10b_plus_raum: 12479071631, band_1b_5b: 6, band_1b_5b_raum: 11330419437, band_250m_500m: 12, band_250m_500m_raum: 4339717873, band_500m_1b: 9, band_500m_1b_raum: 6615766794, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 81, band_lt100m_raum: 2490495359, bd_affiliated_share: 0.00666666666666667, cfp_professionals: 131, clients: 40277, custody_share: 0.26, employees: 725, fee_aum_pct_share: 0.933333333333333, fee_commissions_share: 0.0133333333333333, fee_fixed_share: 0.606666666666667, fee_hourly_share: 0.493333333333333, fee_other_share: 0.08, fee_performance_share: 0.0266666666666667, fee_subscription_share: 0.0133333333333333, financial_planning_share: 0.78, firms_with_raum: 129, iars: 590, mean_raum: 315473620.341085, new_firms: 17, p25_raum: 15869932, p75_raum: 210568182, p90_raum: 587907814.2, raum_discretionary: 38661684402, top100_share: 0.99589759106625, top10_share: 0.652770144403123, independent_sec: accounts: 68872, firms: 44, median_raum: 334417722, raum: 37187128557, advisory_employees: 388, avg_account: 539945.530215472, band_100m_250m: 15, band_100m_250m_raum: 2909559453, band_10b_plus: 1, band_10b_plus_raum: 12479071631, band_1b_5b: 6, band_1b_5b_raum: 11330419437, band_250m_500m: 12, band_250m_500m_raum: 4339717873, band_500m_1b: 8, band_500m_1b_raum: 6038139826, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 1, band_lt100m_raum: 90220337, bd_affiliated_share: 0.0227272727272727, cfp_professionals: 94, clients: 31128, custody_share: 0.568181818181818, employees: 570, fee_aum_pct_share: 1, fee_commissions_share: 0.0454545454545455, fee_fixed_share: 0.681818181818182, fee_hourly_share: 0.431818181818182, fee_other_share: 0.0454545454545455, fee_performance_share: 0.0454545454545455, fee_subscription_share: 0.0227272727272727, financial_planning_share: 0.840909090909091, firms_with_raum: 43, iars: 447, mean_raum: 864816943.186046, new_firms: 4, p25_raum: 207797591.5, p75_raum: 786503984, p90_raum: 1418923334.2, raum_discretionary: 35427506409, raum_growth_1y: 0.405815693161574, successions: 1, top10_share: 0.714365377533282, state: accounts: 12375, firms: 106, median_raum: 28248500, raum: 3508968467, advisory_employees: 141, avg_account: 283553.007434343, band_100m_250m: 5, band_100m_250m_raum: 531066477, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 1, band_500m_1b_raum: 577626968, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 80, band_lt100m_raum: 2400275022, bd_affiliated_share: 0, cfp_professionals: 37, clients: 9149, custody_share: 0.132075471698113, employees: 155, fee_aum_pct_share: 0.905660377358491, fee_commissions_share: 0, fee_fixed_share: 0.575471698113208, fee_hourly_share: 0.518867924528302, fee_other_share: 0.0943396226415094, fee_performance_share: 0.0188679245283019, fee_subscription_share: 0.00943396226415094, financial_planning_share: 0.754716981132076, firms_with_raum: 86, iars: 143, mean_raum: 40801958.9186046, new_firms: 13, p25_raum: 9821425, p75_raum: 54278649.75, p90_raum: 78690739, raum_discretionary: 3234177993, top10_share: 0.411006508198411
- broker_dealer_affiliated_not_included: firms: 1, raum: 986332007
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 20; as_of: 2019-10-01, value: 22; as_of: 2020-10-01, value: 25; as_of: 2021-10-04, value: 32; as_of: 2022-10-03, value: 35; as_of: 2023-10-05, value: 35; as_of: 2024-10-01, value: 39; as_of: 2025-09-02, value: 36; as_of: 2026-10-02, value: 44, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 8359439724; as_of: 2019-10-01, value: 8385132389; as_of: 2020-10-01, value: 10597867539; as_of: 2021-10-04, value: 14700995056; as_of: 2022-10-03, value: 17899957230; as_of: 2023-10-05, value: 17776574944; as_of: 2024-10-01, value: 21862891421; as_of: 2025-09-02, value: 26452349862; as_of: 2026-10-02, value: 37187128557, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 17802; as_of: 2019-10-01, value: 19019; as_of: 2020-10-01, value: 23148; as_of: 2021-10-04, value: 39042; as_of: 2022-10-03, value: 34031; as_of: 2023-10-05, value: 38277; as_of: 2024-10-01, value: 44262; as_of: 2025-09-02, value: 45182; as_of: 2026-10-02, value: 68872, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 237208698; as_of: 2019-10-01, value: 180463200; as_of: 2020-10-01, value: 205997348; as_of: 2021-10-04, value: 227000000; as_of: 2022-10-03, value: 285000000; as_of: 2023-10-05, value: 261153780; as_of: 2024-10-01, value: 234000000; as_of: 2025-09-02, value: 258490501; as_of: 2026-10-02, value: 334417722
- top_10: largest: rank: 1, crd: 124272, firm: The Caprock Group, LLC, city: Boise, value: 12479071631; rank: 2, crd: 169576, firm: Venturi Private Wealth, city: Boise, value: 3581250224; rank: 3, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 1907940341; rank: 4, crd: 282707, firm: RW Investment Management LLC, city: Eagle, value: 1731699388; rank: 5, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, value: 1439082849; rank: 6, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, value: 1338285275; rank: 7, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 1332161360; rank: 8, crd: 285972, firm: Summit Wealth and Retirement Partners, city: Eagle, value: 978085825; rank: 9, crd: 104749, firm: Mountain Pacific Investment Advisers, LLC, city: Boise, value: 933709300; rank: 10, crd: 140330, firm: Perspective Wealth Partners, LLC, city: Boise, value: 843910938, fastest-growing: rank: 1, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, value: 1.44086356202512; rank: 2, crd: 159301, firm: Investor Fan, city: Boise, value: 0.840915114677624; rank: 3, crd: 154331, firm: Desert Rose Capital Management, Inc., city: Meridian, value: 0.70513173896398; rank: 4, crd: 318835, firm: Scratch Capital, city: Boise, value: 0.629380854074614; rank: 5, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 0.346386923906984; rank: 6, crd: 145074, firm: Helmstar Wealth Management, city: Boise, value: 0.338638486509091; rank: 7, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, value: 0.320069391829516; rank: 8, crd: 141944, firm: American Capital Advisory, LLC, city: Ketchum, value: 0.311956539819537; rank: 9, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 0.289129410697643; rank: 10, crd: 317657, firm: Five Pine Wealth, city: Coeur D'Alene, value: 0.25850205608316, fastest-growing-3-year: rank: 1, crd: 159301, firm: Investor Fan, city: Boise, value: 0.617221933549684; rank: 2, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, value: 0.596505835438231; rank: 3, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 0.367626511226565; rank: 4, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, value: 0.316176451660384; rank: 5, crd: 124272, firm: The Caprock Group, LLC, city: Boise, value: 0.282211490416489; rank: 6, crd: 145074, firm: Helmstar Wealth Management, city: Boise, value: 0.277065876538001; rank: 7, crd: 117667, firm: Berkeley, Inc, city: Boise, value: 0.240037452788701; rank: 8, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 0.232481884308541; rank: 9, crd: 141944, firm: American Capital Advisory, LLC, city: Ketchum, value: 0.224821023079146; rank: 10, crd: 117212, firm: HRC Wealth Management, LLC, city: Moscow, value: 0.22366740386836, fastest-growing-5-year: rank: 1, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, value: 0.391580068782265; rank: 2, crd: 159301, firm: Investor Fan, city: Boise, value: 0.352672040591353; rank: 3, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 0.344610528869823; rank: 4, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 0.275120594003527; rank: 5, crd: 145074, firm: Helmstar Wealth Management, city: Boise, value: 0.248245931377073; rank: 6, crd: 141944, firm: American Capital Advisory, LLC, city: Ketchum, value: 0.227500301965781; rank: 7, crd: 310415, firm: Doceo Wealth, LLC, city: Meridian, value: 0.21834800096209; rank: 8, crd: 124272, firm: The Caprock Group, LLC, city: Boise, value: 0.195371368580799; rank: 9, crd: 140330, firm: Perspective Wealth Partners, LLC, city: Boise, value: 0.180966935849905; rank: 10, crd: 282973, firm: Figure 8 Investment Strategies LLC, city: Boise, value: 0.16868287983381, biggest-asset-gains: rank: 1, crd: 124272, firm: The Caprock Group, LLC, city: Boise, value: 2329746589; rank: 2, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 490858589; rank: 3, crd: 169576, firm: Venturi Private Wealth, city: Boise, value: 402336800; rank: 4, crd: 159301, firm: Investor Fan, city: Boise, value: 359684474; rank: 5, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 298780732; rank: 6, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, value: 278133935; rank: 7, crd: 282707, firm: RW Investment Management LLC, city: Eagle, value: 261039169; rank: 8, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, value: 207653846; rank: 9, crd: 337527, firm: Enduring Wealth Management, LLC, city: Meridian, value: 205027001; rank: 10, crd: 145074, firm: Helmstar Wealth Management, city: Boise, value: 198733455, most-clients: rank: 1, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 6922; rank: 2, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 3536; rank: 3, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, value: 3416; rank: 4, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, value: 1262; rank: 5, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, value: 988; rank: 6, crd: 116172, firm: Preferred Retirement Options, Inc, city: Ammon, value: 960; rank: 7, crd: 159301, firm: Investor Fan, city: Boise, value: 887; rank: 8, crd: 117212, firm: HRC Wealth Management, LLC, city: Moscow, value: 878; rank: 9, crd: 124272, firm: The Caprock Group, LLC, city: Boise, value: 872; rank: 10, crd: 282707, firm: RW Investment Management LLC, city: Eagle, value: 797, client-growth: rank: 1, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, value: 2.13650793650794; rank: 2, crd: 318835, firm: Scratch Capital, city: Boise, value: 2; rank: 3, crd: 154331, firm: Desert Rose Capital Management, Inc., city: Meridian, value: 0.870229007633588; rank: 4, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, value: 0.610561056105611; rank: 5, crd: 159301, firm: Investor Fan, city: Boise, value: 0.399053627760252; rank: 6, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 0.214172952113664; rank: 7, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, value: 0.193467336683417; rank: 8, crd: 300443, firm: Tumwater Wealth Management, LLC, city: Boise, value: 0.126811594202898; rank: 9, crd: 315237, firm: Journey Retirement Planning and Investment Management, LLC, city: Ammon, value: 0.120840630472855; rank: 10, crd: 298793, firm: Wood Tarver Financial, city: Boise, value: 0.104562737642586, most-accounts: rank: 1, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, value: 13361; rank: 2, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 8330; rank: 3, crd: 169576, firm: Venturi Private Wealth, city: Boise, value: 4555; rank: 4, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 3461; rank: 5, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, value: 3269; rank: 6, crd: 282707, firm: RW Investment Management LLC, city: Eagle, value: 2377; rank: 7, crd: 159301, firm: Investor Fan, city: Boise, value: 2236; rank: 7, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, value: 2236; rank: 9, crd: 145074, firm: Helmstar Wealth Management, city: Boise, value: 1974; rank: 10, crd: 301733, firm: Hawke Financial Group, city: Meridian, value: 1938, most-advisory-staff: rank: 1, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 63; rank: 2, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, value: 39; rank: 3, crd: 124272, firm: The Caprock Group, LLC, city: Boise, value: 38; rank: 4, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 32; rank: 5, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, value: 16; rank: 5, crd: 159301, firm: Investor Fan, city: Boise, value: 16; rank: 7, crd: 169576, firm: Venturi Private Wealth, city: Boise, value: 12; rank: 7, crd: 282707, firm: RW Investment Management LLC, city: Eagle, value: 12; rank: 9, crd: 154331, firm: Desert Rose Capital Management, Inc., city: Meridian, value: 10; rank: 9, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, value: 10, most-hnw-clients: rank: 1, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 902; rank: 2, crd: 282707, firm: RW Investment Management LLC, city: Eagle, value: 417; rank: 3, crd: 169576, firm: Venturi Private Wealth, city: Boise, value: 407; rank: 4, crd: 124272, firm: The Caprock Group, LLC, city: Boise, value: 398; rank: 5, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, value: 386; rank: 6, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 320; rank: 7, crd: 326719, firm: Sand Creek Capital, LLC, city: Rexburg, value: 312; rank: 8, crd: 119050, firm: Aspen Capital Management, LLC, city: Boise, value: 284; rank: 9, crd: 159301, firm: Investor Fan, city: Boise, value: 235; rank: 10, crd: 145074, firm: Helmstar Wealth Management, city: Boise, value: 227, most-cfp-professionals: rank: 1, crd: 300279, firm: Inspire Advisors, LLC, city: Meridian, value: 15; rank: 2, crd: 283155, firm: Continuum Advisory, LLC, city: Eagle, value: 11; rank: 3, crd: 174767, firm: Legacy Wealth Management, LLC, city: Boise, value: 7; rank: 4, crd: 120973, firm: Pinkerton Wealth Partners, city: Coeur D'Alene, value: 6; rank: 4, crd: 285972, firm: Summit Wealth and Retirement Partners, city: Eagle, value: 6; rank: 6, crd: 341732, firm: Treasure Valley Financial Planning, city: Meridian, value: 5; rank: 7, crd: 145074, firm: Helmstar Wealth Management, city: Boise, value: 4; rank: 7, crd: 159301, firm: Investor Fan, city: Boise, value: 4; rank: 7, crd: 169576, firm: Venturi Private Wealth, city: Boise, value: 4; rank: 10, crd: 124272, firm: The Caprock Group, LLC, city: Boise, value: 3, newest: rank: 1, crd: 341732, firm: Treasure Valley Financial Planning, city: Meridian, value: 336024013; rank: 2, crd: 338954, firm: Hazlett Wealth Management LLC, city: Ketchum, value: 160000000; rank: 3, crd: 143049, firm: Williams and Schiller Wealth Management, LLC, city: Sandpoint, value: 120669000; rank: 4, crd: 337275, firm: Cooper Norman Wealth, LLC, city: Idaho Falls, value: 15869932; rank: 5, crd: 339060, firm: Garcia Financial Planning, city: Meridian, value: 5973015; rank: 6, crd: 338203, firm: Action Financial Planning LLC, city: Twin Falls, value: 0; rank: 6, crd: 341678, firm: Verify Wealth, city: Middleton, value: 0; rank: 6, crd: 342179, firm: Tadman Financial, city: Boise, value: 0; rank: 6, crd: 342383, firm: Joski Financial, city: Star, value: 0; rank: 6, crd: 342440, firm: Madrone Financial Planning, city: Boise, value: 0
- cities: name: Boise, independent_rias: 44, raum: 25111630280, url: https://advisoriq.com/ria/states/idaho/boise/; name: Eagle, independent_rias: 16, raum: 5237302255, url: https://advisoriq.com/ria/states/idaho/eagle/; name: Meridian, independent_rias: 14, raum: 3316308821, url: https://advisoriq.com/ria/states/idaho/meridian/; name: Coeur D'Alene, independent_rias: 8, raum: 1838473118, url: https://advisoriq.com/ria/states/idaho/coeur-dalene/; name: Ketchum, independent_rias: 6, raum: 994734182, url: https://advisoriq.com/ria/states/idaho/ketchum/; name: Idaho Falls, independent_rias: 10, raum: 913167018, url: https://advisoriq.com/ria/states/idaho/idaho-falls/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Idaho](https://advisoriq.com/ria/rankings/largest/idaho/)
- [Fastest-growing independent RIAs over one year in Idaho](https://advisoriq.com/ria/rankings/fastest-growing/idaho/)
- [Fastest-growing independent RIAs over three years in Idaho](https://advisoriq.com/ria/rankings/fastest-growing-3-year/idaho/)
- [Fastest-growing independent RIAs over five years in Idaho](https://advisoriq.com/ria/rankings/fastest-growing-5-year/idaho/)
- [IAR CE in Idaho](https://advisoriq.com/ce/iar/idaho/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/idaho/

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