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Top RIA Firms in Idaho
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Idaho. This hub covers 47 matching firms with $46.8B in total reported AUM and median AUM of $471.2M.
Firms
47
Matching current profiles
Total AUM
$46.8B
Reported regulatory AUM
Median AUM
$471.2M
Across firms with AUM
Largest firm
$12.5B
The Caprock Group, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. The Caprock Group, LLC CRD 124272 · Limited Liability Company | BOISE, ID | $12.5B Mar 2026 | +$2.3B+23.0% | +$6.6B+110.8% | +$7.7B+163.3% | +$11.5B+1231.9% | +19 employees+39.6% over 3Y | +145 accounts+49.8% over 3Y |
| 2. Clearwater Advisors, LLC CRD 116865 · Limited Liability Company | BOISE, ID | $4.7B May 2026 | +$125.1M+2.8% | +$1.0B+28.2% | +$649.0M+16.2% | -$1.8B-28.3% | -1 employees-10.0% over 3Y | +12 accounts+16.7% over 3Y |
| 3. Inspire Investing, LLC CRD 171988 · Limited Liability Company | MERIDIAN, ID | $4.0B Mar 2026 | +$1.1B+38.7% | +$1.9B+95.0% | +$2.6B+201.5% | +$3.9B+16314.8% | +10 employees+43.5% over 3Y | -973 accounts-68.1% over 3Y |
| 4. Continuum Advisory, LLC CRD 283155 · Limited Liability Company | EAGLE, ID | $1.9B Mar 2026 | +$490.9M+34.6% | +$888.8M+87.2% | +$1.4B+273.5% | — | -1 employees-1.5% over 3Y | +1,416 accounts+69.2% over 3Y |
| 5. Rw Investment Management LLC CRD 282707 · Limited Liability Company | EAGLE, ID | $1.7B Mar 2026 | +$350.9M+25.4% | +$576.9M+50.0% | +$485.0M+38.9% | +$1.3B+272.9% | +3 employees+17.6% over 3Y | +282 accounts+13.5% over 3Y |
| 6. Sherman Portfolios CRD 322728 · Limited Liability Company | COEUR D'ALENE, ID | $1.6B Apr 2026 | +$976.5M+167.9% | — | — | — | +14 employees+1400.0% over 3Y | -3,735 accounts-36.0% over 1Y |
| 7. Pinkerton Wealth Partners CRD 120973 · Limited Liability Company | COEUR D'ALENE, ID | $1.4B Apr 2026 | +$185.3M+14.8% | +$546.8M+61.3% | +$675.5M+88.5% | +$1.4B+1665.0% | +28 employees+133.3% over 3Y | +9,198 accounts+220.9% over 3Y |
| 8. Aspen Capital Management, LLC CRD 119050 · Limited Liability Company | BOISE, ID | $1.3B Feb 2026 | +$328.3M+32.5% | +$502.2M+60.1% | +$879.4M+191.6% | +$1.2B+685.4% | +5 employees+71.4% over 3Y | -280 accounts-15.6% over 3Y |
| 9. Inspire Advisors, LLC CRD 300279 · Limited Liability Company | MERIDIAN, ID | $1.3B May 2026 | +$298.8M+28.9% | +$811.4M+155.8% | +$1.0B+339.5% | — | +34 employees+117.2% over 3Y | +4,102 accounts+97.0% over 3Y |
| 10. American Independent Securities Group, LLC CRD 135288 · Limited Liability Company | EAGLE, ID | $986.3M Mar 2026 | +$381.4M+63.1% | +$578.7M+141.9% | +$645.1M+189.0% | +$896.3M+995.9% | +16 employees+48.5% over 3Y | +1,648 accounts+60.2% over 3Y |
| 11. Summit Wealth And Retirement Partners CRD 285972 · Corporation | EAGLE, ID | $978.1M Mar 2026 | +$257.1M+35.7% | +$281.1M+40.3% | +$429.5M+78.3% | +$760.1M+348.7% | 0 employees+0.0% over 3Y | +202 accounts+24.8% over 3Y |
| 12. Mountain Pacific Investment Advisers, LLC CRD 104749 · Limited Liability Company | BOISE, ID | $933.7M Mar 2026 | -$998.3M-51.7% | -$1.1B-53.5% | -$720.0M-43.5% | +$273.2M+41.4% | +1 employees+20.0% over 3Y | +18 accounts+2.4% over 3Y |
| 13. Darwin Ventures, LLC CRD 157665 · Limited Liability Company | SANDPOINT, ID | $908.0M Mar 2026 | +$214.5M+30.9% | +$327.0M+56.3% | +$491.7M+118.1% | +$752.3M+483.1% | 0 employees+0.0% over 3Y | +2 accounts+20.0% over 3Y |
| 14. Teleo Capital Management LLC CRD 307203 · Limited Liability Company | BOISE, ID | $894.1M Mar 2026 | +$322.1M+56.3% | +$498.8M+126.2% | — | +$589.3M+193.4% | 0 employees+0.0% over 3Y | +2 accounts+33.3% over 3Y |
| 15. Perspective Wealth Partners, LLC CRD 140330 · Limited Liability Company | BOISE, ID | $843.9M Feb 2026 | +$267.3M+46.4% | +$367.6M+77.2% | +$537.0M+175.0% | +$783.4M+1293.9% | +5 employees+71.4% over 3Y | +53 accounts+25.0% over 3Y |
| 16. Helmstar Wealth Management CRD 145074 · Limited Liability Company | BOISE, ID | $785.6M Mar 2026 | +$198.7M+33.9% | +$408.4M+108.3% | +$526.4M+203.0% | +$675.2M+611.9% | +2 employees+20.0% over 3Y | +447 accounts+29.3% over 3Y |
| 17. Legacy Wealth Management, LLC CRD 174767 · Limited Liability Company | BOISE, ID | $629.0M May 2026 | +$152.5M+32.0% | +$377.6M+150.2% | +$508.5M+421.8% | +$522.0M+487.8% | +3 employees+8.3% over 3Y | +348 accounts+11.9% over 3Y |
| 18. Freedom Fiduciaries LLC CRD 323673 · Limited Liability Company | BOISE, ID | $584.6M May 2026 | +$148.2M+34.0% | — | — | +$320.8M+121.6% | +2 employees+66.7% over 1Y | +17 accounts+15.9% over 1Y |
| 19. Berkeley, INC CRD 117667 · Corporation | BOISE, ID | $573.9M Feb 2026 | +$246.6M+75.3% | +$286.7M+99.8% | +$305.9M+114.2% | +$415.9M+263.3% | +2 employees+50.0% over 3Y | +51 accounts+7.1% over 3Y |
| 20. Onyx Financial Advisors, LLC CRD 134881 · Limited Liability Company | IDAHO FALLS, ID | $506.4M Feb 2026 | +$79.6M+18.7% | +$206.6M+68.9% | +$245.8M+94.3% | +$395.1M+354.8% | +1 employees+11.1% over 3Y | +163 accounts+18.5% over 3Y |
| 21. Wood Tarver Financial CRD 298793 · Limited Liability Company | BOISE, ID | $489.0M Apr 2026 | +$98.7M+25.3% | +$209.0M+74.6% | +$262.0M+115.4% | — | +1 employees+25.0% over 3Y | +252 accounts+19.6% over 3Y |
| 22. Hrc Wealth Management, LLC CRD 117212 · Limited Liability Company | MOSCOW, ID | $487.4M Mar 2026 | +$82.5M+20.4% | +$221.4M+83.2% | +$237.4M+95.0% | +$421.0M+634.3% | 0 employees+0.0% over 3Y | +172 accounts+10.3% over 3Y |
| 23. Db Fitzpatrick CRD 105671 · Corporation | BOISE, ID | $487.0M Mar 2026 | +$2.9M+0.6% | +$44.8M+10.1% | -$38.7M-7.4% | -$564.6M-53.7% | -1 employees-9.1% over 3Y | -22 accounts-17.2% over 3Y |
| 24. Sand Creek Capital, LLC CRD 326719 · Limited Liability Company | REXBURG, ID | $471.2M May 2026 | +$278.1M+144.1% | — | — | — | +1 employees+14.3% over 1Y | +876 accounts+64.4% over 1Y |
| 25. Tumwater Wealth Management, LLC CRD 300443 · Limited Liability Company | BOISE, ID | $406.6M Mar 2026 | +$101.3M+33.2% | +$115.3M+39.6% | +$216.5M+113.9% | +$216.5M+113.9% | 0 employees+0.0% over 3Y | +316 accounts+56.3% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.