Registered investment advisers in Idaho

AUM: $12.5B
Per adviser: $328M
Advisers: 38

No reported disclosures

Clearwater Advisors, LLC

Boise, ID · Est. 2001

RegionalInternational

AUM: $4.7B
Per adviser: $930M
Advisers: 5

No reported disclosures

Inspire Investing, LLC

Meridian, ID · Est. 2017

AUM: $4.0B
Per adviser: $991M
Advisers: 4

No reported disclosures

Continuum Advisory, LLC

Eagle, ID · Est. 2016

AUM: $1.9B
Per adviser: $60M
Advisers: 32

No reported disclosures

Rw Investment Management LLC

Eagle, ID · Est. 2016

AUM: $1.7B
Per adviser: $144M
Advisers: 12

No reported disclosures

Sherman Portfolios

Coeur D'Alene, ID · Est. 2022

AUM: $1.6B
Per adviser: $519M
Advisers: 3

No reported disclosures

Pinkerton Wealth Partners

Coeur D'Alene, ID · Est. 2010

AUM: $1.4B
Per adviser: $90M
Advisers: 16

No reported disclosures

Aspen Capital Management, LLC

Boise, ID · Est. 2004

AUM: $1.3B
Per adviser: $149M
Advisers: 9

No reported disclosures

Inspire Advisors, LLC

Meridian, ID · Est. 2019

National

AUM: $1.3B
Per adviser: $21M
Advisers: 63

No reported disclosures

American Independent Securities Group, LLC

Eagle, ID · Est. 2008

National

AUM: $986M
Per adviser: $20M
Advisers: 49

No reported disclosures

Summit Wealth And Retirement Partners

Eagle, ID · Est. 2017

AUM: $978M
Per adviser: $140M
Advisers: 7

No reported disclosures

Mountain Pacific Investment Advisers, LLC

Boise, ID · Est. 1977

AUM: $934M
Per adviser: $187M
Advisers: 5

No reported disclosures

Darwin Ventures, LLC

Sandpoint, ID · Est. 2012

AUM: $908M
Per adviser: $303M
Advisers: 3

No reported disclosures

Teleo Capital Management LLC

Boise, ID · Est. 2021

AUM: $894M
Per adviser: $60M
Advisers: 15

No reported disclosures

Perspective Wealth Partners, LLC

Boise, ID · Est. 2014

AUM: $844M
Per adviser: $105M
Advisers: 8

No reported disclosures

Helmstar Wealth Management

Boise, ID · Est. 2016

AUM: $786M
Per adviser: $98M
Advisers: 8

No reported disclosures

Hedonova Advisors LLC

Post Falls, ID · Est. 2023

RegionalInternational

AUM: $643M
Per adviser: $58M
Advisers: 11

No reported disclosures

Legacy Wealth Management, LLC

Boise, ID · Est. 2018

National

AUM: $629M
Per adviser: $16M
Advisers: 39

Freedom Fiduciaries LLC

Boise, ID · Est. 2024

AUM: $585M
Per adviser: $195M
Advisers: 3

No reported disclosures

Berkeley, INC

Boise, ID · Est. 2004

AUM: $574M
Per adviser: $191M
Advisers: 3

No reported disclosures

Onyx Financial Advisors, LLC

Idaho Falls, ID · Est. 2016

AUM: $506M
Per adviser: $72M
Advisers: 7

No reported disclosures

Wood Tarver Financial

Boise, ID · Est. 2018

AUM: $489M
Per adviser: $244M
Advisers: 2

No reported disclosures

Hrc Wealth Management, LLC

Moscow, ID · Est. 2015

AUM: $487M
Per adviser: $61M
Advisers: 8

No reported disclosures

Db Fitzpatrick

Boise, ID · Est. 1984

AUM: $487M
Per adviser: $70M
Advisers: 7

No reported disclosures

Sand Creek Capital, LLC

Rexburg, ID · Est. 2023

AUM: $471M
Per adviser: $59M
Advisers: 8

No reported disclosures

Tumwater Wealth Management, LLC

Boise, ID · Est. 2020

AUM: $407M
Per adviser: $203M
Advisers: 2

No reported disclosures

Arcadia Investment Advisors, LLC

Eagle, ID · Est. 1999

AUM: $346M
Per adviser: $115M
Advisers: 3

No reported disclosures

American Capital Advisory, LLC

Ketchum, ID · Est. 2018

AUM: $334M
Per adviser: $48M
Advisers: 7

No reported disclosures

Br Wealth Management

Boise, ID · Est. 2020

AUM: $329M
Per adviser: $66M
Advisers: 5

No reported disclosures

Next Level Wealth Planning, LLC

Meridian, ID · Est. 2023

AUM: $323M
Per adviser: $81M
Advisers: 4

No reported disclosures

Siddhi Capital, LLC

Meridian, ID · Est. 2023

RegionalInternational

AUM: $304M
Per adviser: $38M
Advisers: 8

No reported disclosures

Ancorato

Boise, ID · Est. 2022

AUM: $284M
Per adviser: $47M
Advisers: 6

Elite Financial, INC.

Lewiston, ID · Est. 2020

AUM: $274M
Per adviser: $274M
Advisers: 1

No reported disclosures

Doceo Wealth, LLC

Meridian, ID · Est. 2020

AUM: $274M
Per adviser: $46M
Advisers: 6

Hawke Financial Group

Meridian, ID · Est. 2019

AUM: $270M
Per adviser: $135M
Advisers: 2

No reported disclosures

Echelon Group

Boise, ID · Est. 2024

AUM: $265M
Per adviser: $53M
Advisers: 5

No reported disclosures

Profits Plus Capital Management, LLC

Nampa, ID · Est. 2026

AUM: $258M
Per adviser: $258M
Advisers: 1

No reported disclosures

Figure 8 Investment Strategies LLC

Boise, ID · Est. 2021

AUM: $233M
Per adviser: $33M
Advisers: 7

No reported disclosures

Scratch Capital

Boise, ID · Est. 2024

AUM: $230M
Per adviser: $58M
Advisers: 4

No reported disclosures

Arrien Investments, INC.

Boise, ID · Est. 2022

AUM: $227M
Per adviser: $76M
Advisers: 3

No reported disclosures

Pacific Peak Advisors, LLC

Ketchum, ID · Est. 2023

AUM: $224M
Per adviser: $112M
Advisers: 2

No reported disclosures

Pgp Advisors, LLC

Ketchum, ID · Est. 2017

AUM: $223M
Per adviser: $37M
Advisers: 6

No reported disclosures

Sky-Mountain Capital Management

Ketchum, ID · Est. 2021

AUM: $211M
Per adviser: $211M
Advisers: 1

No reported disclosures

Desert Rose Capital Management, INC.

Meridian, ID · Est. 2022

AUM: $192M
Per adviser: $19M
Advisers: 10

No reported disclosures

Five Pine Wealth

Coeur D'Alene, ID · Est. 2023

AUM: $192M
Per adviser: $64M
Advisers: 3

No reported disclosures

Pacific Value, LLC

Boise, ID · Est. 2008

AUM: $190M
Per adviser: $63M
Advisers: 3

No reported disclosures

Journey Retirement Planning And Investment Management, LLC

Ammon, ID · Est. 2021

AUM: $187M
Per adviser: $37M
Advisers: 5

Enduring Wealth Management, LLC

Meridian, ID · Est. 2025

AUM: $181M
Per adviser: $181M
Advisers: 1

No reported disclosures

Rockhill Advisors LLC

Victor, ID · Est. 2021

AUM: $174M
Per adviser: $174M
Advisers: 1

No reported disclosures

Hazlett Wealth Management LLC

Ketchum, ID · Est. 2025

AUM: $160M
Per adviser: $160M
Advisers: 1

No reported disclosures

Williams And Schiller Wealth Management, LLC

Sandpoint, ID · Est. 2026

AUM: $121M
Per adviser: $60M
Advisers: 2

Treasure Valley Financial Planning

Meridian, ID · Est. 2026