Research Report · 2026-06-30
Institutional Registered Investment Advisers in Idaho
SEC-registered investment advisers in Idaho ranked by reported institutional client assets.
Firms
43
Total AUM
$44.82B
Median AUM
$487.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CLEARWATER ADVISORS, LLC | BOISE | 116865 | $4.65B | 9 | 2026-05-31 | → |
| 2 | INSPIRE INVESTING, LLC | MERIDIAN | 171988 | $3.96B | 33 | 2026-03-31 | → |
| 3 | FIDUCIARY SERVICES LLC | POCATELLO | 314777 | $1.26B | 7 | 2025-03-31 | → |
| 4 | THE CAPROCK GROUP, LLC | BOISE | 124272 | $12.48B | 67 | 2026-03-31 | → |
| 5 | FREEDOM FIDUCIARIES LLC | BOISE | 323673 | $584.6M | 5 | 2026-06-30 | → |
| 6 | D.B. FITZPATRICK & CO., INC. | BOISE | 105671 | $487.0M | 10 | 2026-03-31 | → |
| 7 | LEGACY INVESTMENT SOLUTIONS, LLC | BOISE | 322695 | $283.7M | 18 | 2026-04-30 | → |
| 8 | RW INVESTMENT MANAGEMENT LLC | EAGLE | 282707 | $1.73B | 20 | 2026-03-31 | → |
| 9 | ECHELON GROUP, INC. | BOISE | 333195 | $265.2M | 5 | 2026-06-30 | → |
| 10 | TBFM LLP | BOISE | 109361 | $1.05B | 10 | 2025-03-31 | → |
| 11 | PINKERTON WEALTH, LLC | COEUR D'ALENE | 120973 | $1.44B | 49 | 2026-06-30 | → |
| 12 | ASPEN CAPITAL MANAGEMENT | BOISE | 119050 | $1.34B | 12 | 2026-02-28 | → |
| 13 | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC | BOISE | 104749 | $933.7M | 6 | 2026-03-31 | → |
| 14 | CONTINUUM ADVISORY, LLC | EAGLE | 283155 | $1.91B | 66 | 2026-03-31 | → |
| 15 | SAND CREEK CAPITAL, LLC | REXBURG | 326719 | $471.2M | 8 | 2026-06-30 | → |
| 16 | SELWAY ASSET MANAGEMENT, INC. | BOISE | 104638 | $315.2M | 5 | 2025-03-31 | → |
| 17 | TUMWATER WEALTH MANAGEMENT, LLC | BOISE | 300443 | $406.6M | 4 | 2026-03-31 | → |
| 18 | WEST OAK CAPITAL, LLC | EAGLE | 128473 | $525.6M | 8 | 2025-09-30 | → |
| 19 | DESERT ROSE CAPITAL MANAGEMENT, INC. | MERIDIAN | 154331 | $192.1M | 22 | 2026-03-31 | → |
| 20 | PACIFIC VALUE, LLC | BOISE | 147086 | $190.0M | 4 | 2026-03-31 | → |
| 21 | HAWKE FINANCIAL GROUP, LLC | MERIDIAN | 301733 | $269.6M | 2 | 2026-04-30 | → |
| 22 | AMERICAN CAPITAL ADVISORY, LLC | KETCHUM | 141944 | $334.4M | 7 | 2026-03-31 | → |
| 23 | DOCEO WEALTH, LLC | MERIDIAN | 310415 | $274.0M | 7 | 2026-03-31 | → |
| 24 | WOOD TARVER FINANCIAL GROUP, LLC | BOISE | 298793 | $489.0M | 5 | 2026-04-30 | → |
| 25 | SUN VALLEY GOLD LLC | KETCHUM | 108858 | $87.0M | 3 | 2025-06-30 | → |
| 26 | THE HELMSTAR GROUP, LLC | BOISE | 145074 | $785.6M | 13 | 2026-03-31 | → |
| 27 | SCRATCH CAPITAL LLC | BOISE | 318835 | $230.1M | 4 | 2026-03-31 | → |
| 28 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC | EAGLE | 135288 | $986.3M | 49 | 2026-03-31 | → |
| 29 | LEGACY WEALTH MANAGEMENT, LLC | BOISE | 174767 | $629.0M | 39 | 2026-05-31 | → |
| 30 | ARCADIA INVESTMENT ADVISORS, LLC | EAGLE | 109590 | $345.8M | 6 | 2026-02-28 | → |
| 31 | FIGURE 8 INVESTMENT STRATEGIES LLC | BOISE | 282973 | $233.4M | 7 | 2026-03-31 | → |
| 32 | WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC | SANDPOINT | 143049 | $120.7M | 2 | 2026-03-31 | → |
| 33 | INSPIRE ADVISORS, LLC | MERIDIAN | 300279 | $1.33B | 63 | 2026-06-30 | → |
| 34 | PACIFIC PEAK ADVISORS, LLC | KETCHUM | 326711 | $223.7M | 2 | 2026-06-30 | → |
| 35 | ONYX FINANCIAL ADVISORS, LLC | IDAHO FALLS | 134881 | $506.4M | 10 | 2026-02-28 | → |
| 36 | BETO FINANCIAL GROUP, LLC | BOISE | 307546 | $328.8M | 7 | 2026-04-30 | → |
| 37 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | EAGLE | 285972 | $978.1M | 12 | 2026-03-31 | → |
| 38 | BERKELEY, INC | BOISE | 117667 | $573.9M | 6 | 2026-02-28 | → |
| 39 | PERSPECTIVE WEALTH PARTNERS, LLC | BOISE | 140330 | $843.9M | 12 | 2026-02-28 | → |
| 40 | FIVE PINE WEALTH MANAGEMENT INC. | COEUR D'ALENE | 317657 | $191.8M | 3 | 2026-02-28 | → |
| 41 | ROCKHILL ADVISORS LLC | VICTOR | 288789 | $174.2M | 2 | 2026-02-28 | → |
| 42 | ARRIEN INVESTMENTS, INC. | BOISE | 321819 | $226.6M | 5 | 2026-02-28 | → |
| 43 | ENDURING WEALTH MANAGEMENT, LLC | MERIDIAN | 337527 | $181.4M | 1 | 2026-03-31 | → |
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