RIA Intelligence

Investment Advisers in Idaho

84 registered firms

Sort by: AUM Name Employees Last Updated
THE CAPROCK GROUP, LLC
CRD #124272 BOISE, ID
SEC Private Funds
AUM
$10.1B
Employees
64
CLEARWATER ADVISORS, LLC
CRD #116865 BOISE, ID
SEC
AUM
$4.5B
Employees
10
INSPIRE INVESTING, LLC
CRD #171988 MERIDIAN, ID
SEC
AUM
$2.9B
Employees
34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
CRD #104749 BOISE, ID
SEC
AUM
$1.7B
Employees
6
RW INVESTMENT MANAGEMENT LLC
CRD #282707 EAGLE, ID
SEC
AUM
$1.5B
Employees
19
CONTINUUM ADVISORY, LLC
CRD #283155 EAGLE, ID
SEC
AUM
$1.4B
Employees
69
FIDUCIARY SERVICES LLC
CRD #314777 POCATELLO, ID
SEC
AUM
$1.3B
Employees
7
PINKERTON WEALTH, LLC
CRD #120973 COEUR D'ALENE, ID
SEC
AUM
$1.3B
Employees
45
PETSO FINANCIAL CONSULTANTS LLC
CRD #282032 BOISE, ID
SEC
AUM
$1.2B
Employees
7
ASPEN CAPITAL MANAGEMENT
CRD #119050 BOISE, ID
SEC
AUM
$1.1B
Employees
12
TBFM LLP
CRD #109361 BOISE, ID
SEC
AUM
$1.1B
Employees
10
INSPIRE ADVISORS, LLC
CRD #300279 MERIDIAN, ID
SEC
AUM
$1B
Employees
46
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CRD #285972 EAGLE, ID
SEC
AUM
$824.8M
Employees
11
PERSPECTIVE WEALTH PARTNERS, LLC
CRD #140330 BOISE, ID
SEC
AUM
$707.3M
Employees
9
DARWIN VENTURES, LLC
CRD #157665 SANDPOINT, ID
SEC Private Funds
AUM
$693.5M
Employees
4
TELEO CAPITAL MANAGEMENT LLC
CRD #307203 BOISE, ID
SEC Private Funds
AUM
$679.7M
Employees
26
HEDONOVA ADVISORS LLC
CRD #324941 POST FALLS, ID
SEC Private Funds
AUM
$643.2M
Employees
41
ALLEGIS INVESTMENT ADVISORS, LLC
CRD #157314 IDAHO FALLS, ID
SEC Disclosures
AUM
$622.6M
Employees
73
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD #135288 EAGLE, ID
SEC
AUM
$604.9M
Employees
34
BERKELEY, INC
CRD #117667 BOISE, ID
SEC
AUM
$595.9M
Employees
6
THE HELMSTAR GROUP, LLC
CRD #145074 BOISE, ID
SEC
AUM
$586.9M
Employees
13
SHERMAN PORTFOLIOS, LLC
CRD #322728 COEUR D'ALENE, ID
SEC
AUM
$581.6M
Employees
14
CLEARROCK CAPITAL LLC
CRD #144480 KETCHUM, ID
SEC
AUM
$553.5M
Employees
10
WEST OAK CAPITAL, LLC
CRD #128473 EAGLE, ID
SEC
AUM
$525.6M
Employees
8
D.B. FITZPATRICK & CO., INC.
CRD #105671 BOISE, ID
SEC
AUM
$484.2M
Employees
10