Top RIA Firms in Idaho (2026)
40 SEC-registered investment advisory firms headquartered in Idaho — a combined $46B in assets under management, led by The Caprock Group, LLC in Boise. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
The Caprock Group, LLC
Boise
AUM $12.5B · 436 accounts
Clearwater Advisors, LLC
Boise
AUM $4.7B · 84 accounts
Inspire Investing, LLC
Meridian
AUM $4B · 455 accounts
Continuum Advisory, LLC
Eagle
AUM $1.9B · 3,461 accounts
Rw Investment Management LLC
Eagle
AUM $1.7B · 2,377 accounts
Sherman Portfolios
Coeur D'alene
AUM $1.6B · 6,652 accounts
Pinkerton Wealth Partners
Coeur D'alene
AUM $1.4B · 13,361 accounts
Aspen Capital Management, LLC
Boise
AUM $1.3B · 1,518 accounts
Inspire Advisors, LLC
Meridian
AUM $1.3B · 8,330 accounts
American Independent Securities Group, LLC
Eagle
AUM $986M · 4,385 accounts
Summit Wealth and Retirement Partners
Eagle
AUM $978M · 1,018 accounts
Mountain Pacific Investment Advisers, LLC
Boise
AUM $934M · 769 accounts
Darwin Ventures, LLC
Sandpoint
AUM $908M · 12 accounts
Teleo Capital Management LLC
Boise
AUM $894M · 8 accounts
Perspective Wealth Partners, LLC
Boise
AUM $844M · 265 accounts
Helmstar Wealth Management
Boise
AUM $786M · 1,974 accounts
Hedonova Advisors LLC
Post Falls
AUM $643M · 2,853 accounts
Legacy Wealth Management, LLC
Boise
AUM $629M · 3,269 accounts
Freedom Fiduciaries LLC
Boise
AUM $585M · 124 accounts
Berkeley, Inc
Boise
AUM $574M · 769 accounts
West Oak Capital, LLC
Eagle
AUM $526M · 336 accounts
Onyx Financial Advisors, LLC
Idaho Falls
AUM $506M · 1,045 accounts
Wood Tarver Financial
Boise
AUM $489M · 1,537 accounts
Hrc Wealth Management, LLC
Moscow
AUM $487M · 1,845 accounts
Db Fitzpatrick
Boise
AUM $487M · 106 accounts
Tumwater Wealth Management, LLC
Boise
AUM $407M · 877 accounts
Arcadia Investment Advisors, LLC
Eagle
AUM $346M · 773 accounts
American Capital Advisory, LLC
Ketchum
AUM $334M · 867 accounts
Br Wealth Management
Boise
AUM $329M · 874 accounts
Next Level Wealth Planning, LLC
Meridian
AUM $323M · 1,510 accounts
Siddhi Capital, LLC
Meridian
AUM $304M · 11 accounts
Ancorato
Boise
AUM $284M · 3,723 accounts
Elite Financial, Inc.
Lewiston
AUM $274M · 1,149 accounts
Doceo Wealth, LLC
Meridian
AUM $274M · 301 accounts
Hawke Financial Group
Meridian
AUM $270M · 1,938 accounts
Profits Plus Capital Management, LLC
Nampa
AUM $240M · 1 accounts
Figure 8 Investment Strategies LLC
Boise
AUM $233M · 391 accounts
Scratch Capital
Boise
AUM $230M · 564 accounts
Sand Creek Capital, LLC
Rexburg
AUM $230M · 809 accounts
Arrien Investments, Inc.
Boise
AUM $227M · 905 accounts
How many RIA firms are in this Idaho directory?
This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Idaho, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in Idaho?
By regulatory assets under management, the largest firm in this Idaho directory is The Caprock Group, LLC, headquartered in Boise, with approximately $12.5B in AUM.
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