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Top RIA Firms in Boise, Idaho
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Boise, Idaho. This hub covers 20 matching firms with $26.9B in total reported AUM and median AUM of $531.5M.
Firms
20
Matching current profiles
Total AUM
$26.9B
Reported regulatory AUM
Median AUM
$531.5M
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. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. Br Wealth Management CRD 307546 · Limited Liability Company | BOISE, ID | $328.8M Apr 2026 | +$44.6M+15.7% | +$131.7M+66.8% | +$119.4M+57.0% | — | +1 employees+16.7% over 3Y | +295 accounts+50.9% over 3Y |
| 15. Ancorato CRD 322695 · Limited Liability Company | BOISE, ID | $283.7M Apr 2026 | +$43.4M+18.1% | — | — | — | +12 employees+200.0% over 3Y | +59 accounts+1.6% over 1Y |
| 16. Echelon Group CRD 333195 · Corporation | BOISE, ID | $265.2M Apr 2026 | +$163.1M+159.7% | — | — | — | -1 employees-16.7% over 1Y | +73 accounts+42.0% over 1Y |
| 17. Figure 8 Investment Strategies LLC CRD 282973 · Limited Liability Company | BOISE, ID | $233.4M Mar 2026 | +$67.0M+40.2% | +$90.4M+63.2% | +$126.3M+118.0% | +$126.3M+118.0% | +1 employees+16.7% over 3Y | +78 accounts+24.9% over 3Y |
| 18. Scratch Capital CRD 318835 · Limited Liability Company | BOISE, ID | $230.1M Mar 2026 | +$88.9M+62.9% | — | — | +$115.5M+100.7% | 0 employees+0.0% over 1Y | +227 accounts+67.4% over 1Y |
| 19. Arrien Investments, INC. CRD 321819 · Corporation | BOISE, ID | $226.6M Feb 2026 | +$37.1M+19.6% | +$88.4M+64.0% | — | — | 0 employees+0.0% over 3Y | +274 accounts+43.4% over 3Y |
| 20. Pacific Value, LLC CRD 147086 · Limited Liability Company | BOISE, ID | $190.0M Mar 2026 | +$18.0M+10.5% | +$40.0M+26.7% | +$49.0M+34.8% | +$35.0M+22.6% | 0 employees+0.0% over 3Y | -75 accounts-14.8% 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.