RIA Intelligence

Investment Advisers in Idaho

84 registered firms

Sort by: AUM Name Employees Last Updated
SELWAY ASSET MANAGEMENT, INC.
CRD #104638 BOISE, ID
SEC
AUM
$315.2M
Employees
5
TUMWATER WEALTH MANAGEMENT, LLC
CRD #300443 BOISE, ID
SEC
AUM
$349.5M
Employees
3
WOOD TARVER FINANCIAL GROUP, LLC
CRD #298793 BOISE, ID
SEC
AUM
$390.3M
Employees
5
SAWTOOTH INVESTMENT MANAGEMENT LLC
CRD #109394 BOISE, ID
SEC
AUM
$400M
Employees
10
HRC WEALTH MANAGEMENT, LLC
CRD #117212 MOSCOW, ID
SEC
AUM
$404.9M
Employees
8
ONYX FINANCIAL ADVISORS, LLC
CRD #134881 IDAHO FALLS, ID
SEC
AUM
$426.8M
Employees
8
FREEDOM FIDUCIARIES LLC
CRD #323673 BOISE, ID
SEC
AUM
$436.4M
Employees
3
RATHBONE WARWICK INVESTMENT MANAGEMENT LLC
CRD #171115 BOISE, ID
SEC
AUM
$464.4M
Employees
6
LEGACY WEALTH MANAGEMENT, LLC
CRD #174767 BOISE, ID
SEC
AUM
$476.5M
Employees
41
D.B. FITZPATRICK & CO., INC.
CRD #105671 BOISE, ID
SEC
AUM
$484.2M
Employees
10
WEST OAK CAPITAL, LLC
CRD #128473 EAGLE, ID
SEC
AUM
$525.6M
Employees
8
CLEARROCK CAPITAL LLC
CRD #144480 KETCHUM, ID
SEC
AUM
$553.5M
Employees
10
SHERMAN PORTFOLIOS, LLC
CRD #322728 COEUR D'ALENE, ID
SEC
AUM
$581.6M
Employees
14
THE HELMSTAR GROUP, LLC
CRD #145074 BOISE, ID
SEC
AUM
$586.9M
Employees
13
BERKELEY, INC
CRD #117667 BOISE, ID
SEC
AUM
$595.9M
Employees
6
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD #135288 EAGLE, ID
SEC
AUM
$604.9M
Employees
34
ALLEGIS INVESTMENT ADVISORS, LLC
CRD #157314 IDAHO FALLS, ID
SEC Disclosures
AUM
$622.6M
Employees
73
HEDONOVA ADVISORS LLC
CRD #324941 POST FALLS, ID
SEC Private Funds
AUM
$643.2M
Employees
41
TELEO CAPITAL MANAGEMENT LLC
CRD #307203 BOISE, ID
SEC Private Funds
AUM
$679.7M
Employees
26
DARWIN VENTURES, LLC
CRD #157665 SANDPOINT, ID
SEC Private Funds
AUM
$693.5M
Employees
4
PERSPECTIVE WEALTH PARTNERS, LLC
CRD #140330 BOISE, ID
SEC
AUM
$707.3M
Employees
9
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CRD #285972 EAGLE, ID
SEC
AUM
$824.8M
Employees
11
INSPIRE ADVISORS, LLC
CRD #300279 MERIDIAN, ID
SEC
AUM
$1B
Employees
46
TBFM LLP
CRD #109361 BOISE, ID
SEC
AUM
$1.1B
Employees
10
ASPEN CAPITAL MANAGEMENT
CRD #119050 BOISE, ID
SEC
AUM
$1.1B
Employees
12