RIA Intelligence

Investment Advisers in Idaho

84 registered firms

Sort by: AUM Name Employees Last Updated
LEGACY WEALTH MANAGEMENT, LLC
CRD #174767 BOISE, ID
SEC
AUM
$476.5M
Employees
41
RATHBONE WARWICK INVESTMENT MANAGEMENT LLC
CRD #171115 BOISE, ID
SEC
AUM
$464.4M
Employees
6
FREEDOM FIDUCIARIES LLC
CRD #323673 BOISE, ID
SEC
AUM
$436.4M
Employees
3
ONYX FINANCIAL ADVISORS, LLC
CRD #134881 IDAHO FALLS, ID
SEC
AUM
$426.8M
Employees
8
HRC WEALTH MANAGEMENT, LLC
CRD #117212 MOSCOW, ID
SEC
AUM
$404.9M
Employees
8
SAWTOOTH INVESTMENT MANAGEMENT LLC
CRD #109394 BOISE, ID
SEC
AUM
$400M
Employees
10
WOOD TARVER FINANCIAL GROUP, LLC
CRD #298793 BOISE, ID
SEC
AUM
$390.3M
Employees
5
TUMWATER WEALTH MANAGEMENT, LLC
CRD #300443 BOISE, ID
SEC
AUM
$349.5M
Employees
3
SELWAY ASSET MANAGEMENT, INC.
CRD #104638 BOISE, ID
SEC
AUM
$315.2M
Employees
5
NEXT LEVEL WEALTH PLANNING, LLC
CRD #327644 MERIDIAN, ID
SEC
AUM
$305.4M
Employees
5
ARCADIA INVESTMENT ADVISORS, LLC
CRD #109590 EAGLE, ID
SEC
AUM
$298M
Employees
6
BETO FINANCIAL GROUP, LLC
CRD #307546 BOISE, ID
SEC
AUM
$284.2M
Employees
5
AMERICAN CAPITAL ADVISORY, LLC
CRD #141944 KETCHUM, ID
SEC
AUM
$254.9M
Employees
7
HAWKE FINANCIAL GROUP, LLC
CRD #301733 MERIDIAN, ID
SEC
AUM
$254.3M
Employees
2
CAPROCK MANAGEMENT, LLC
CRD #171263 BOISE, ID
SEC Private Funds
AUM
$244.5M
Employees
3
DOCEO WEALTH, LLC
CRD #310415 MERIDIAN, ID
SEC Disclosures
AUM
$242.8M
Employees
6
LEGACY INVESTMENT SOLUTIONS, LLC
CRD #322695 MERIDIAN, ID
SEC Disclosures
AUM
$240.3M
Employees
15
ELITE FINANCIAL, INC.
CRD #286667 LEWISTON, ID
SEC
AUM
$239.8M
Employees
1
YELLOWSTONE PARTNERS LLC
CRD #137236 IDAHO FALLS, ID
SEC
AUM
$230M
Employees
7
SANCTUARY WEALTH MANAGEMENT, LLC
CRD #148779 POCATELLO, ID
SEC
AUM
$229M
Employees
11
PACIFIC PEAK ADVISORS, LLC
CRD #326711 KETCHUM, ID
SEC
AUM
$207.4M
Employees
2
FIGURE 8 INVESTMENT STRATEGIES LLC
CRD #282973 BOISE, ID
SEC
AUM
$199.8M
Employees
8
SAND CREEK CAPITAL, LLC
CRD #326719 REXBURG, ID
SEC
AUM
$193M
Employees
5
ARRIEN INVESTMENTS, INC.
CRD #321819 BOISE, ID
SEC
AUM
$189.4M
Employees
6
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
CRD #312915 KETCHUM, ID
SEC
AUM
$188.8M
Employees
2