RIA Intelligence

Investment Advisers in Idaho

84 registered firms

Sort by: AUM Name Employees Last Updated
TREE CITY ADVISORS, LLC
CRD #264795 BOISE, ID
SEC
AUM
$187.8M
Employees
8
PACIFIC VALUE, LLC
CRD #147086 BOISE, ID
SEC
AUM
$172M
Employees
4
ENDURING WEALTH MANAGEMENT, LLC
CRD #337527 MERIDIAN, ID
SEC
AUM
$171.7M
Employees
1
PGP ADVISORS, LLC
CRD #172611 KETCHUM, ID
SEC Private Funds
AUM
$166.3M
Employees
10
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD #315237 AMMON, ID
SEC Disclosures
AUM
$161.1M
Employees
7
ROCKHILL ADVISORS LLC
CRD #288789 VICTOR, ID
SEC
AUM
$159.4M
Employees
3
FIVE PINE WEALTH MANAGEMENT INC.
CRD #317657 COEUR D'ALENE, ID
SEC
AUM
$152.4M
Employees
5
SCRATCH CAPITAL LLC
CRD #318835 BOISE, ID
SEC
AUM
$141.2M
Employees
4
NORTHSTAR FINANCIAL MANAGEMENT, INC.
CRD #287594 MOSCOW, ID
SEC
AUM
$119.4M
Employees
3
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
CRD #143049 SANDPOINT, ID
SEC
AUM
$116.4M
Employees
2
DESERT ROSE CAPITAL MANAGEMENT, INC.
CRD #154331 MERIDIAN, ID
SEC Private Funds
AUM
$112.7M
Employees
19
ECHELON GROUP, INC.
CRD #333195 BOISE, ID
SEC
AUM
$102.1M
Employees
6
SUN VALLEY GOLD LLC
CRD #108858 KETCHUM, ID
SEC Private Funds
AUM
$87M
Employees
3
INTERMOUNTAIN WEALTH MANAGEMENT, INC.
CRD #148646 IDAHO FALLS, ID
SEC
AUM
$72.5M
Employees
1
PROFITSCORE CAPITAL MANAGEMENT, INC.
CRD #119210 EAGLE, ID
SEC
AUM
$70.2M
Employees
4
MCMILLEN & COMPANY, INC.
CRD #140876 BOISE, ID
SEC
AUM
$69.9M
Employees
3
THE ASSET CONSULTING GROUP, INC
CRD #173060 BOISE, ID
SEC
AUM
$60.9M
Employees
2
CLEAR WEALTH, INC.
CRD #116372 BOISE, ID
SEC Private Funds Disclosures
AUM
$60.7M
Employees
1
SPINNAKER FINANCIAL ADVISORS, LLC
CRD #118885 IDAHO FALLS, ID
SEC
AUM
$41.9M
Employees
1
ECHELON GROUP, INC.
CRD #119339 BOISE, ID
SEC
AUM
$36.7M
Employees
5
SMITH RICHARD DELOY
CRD #106364 BOISE, ID
SEC
AUM
$35.2M
Employees
5
INTERFUND CAPITAL CORPORATION
CRD #131092 KETCHUM, ID
SEC
AUM
$33.5M
Employees
10
SET ADVISORS, LLC
CRD #139719 CALDWELL, ID
SEC
AUM
$28.5M
Employees
5
C11 MANAGEMENT LLC
CRD #334154 MERIDIAN, ID
Private Funds
AUM
$25M
Employees
10
ALTURAS WEALTH MANAGEMENT, LLC
CRD #304531 BOISE, ID
SEC
AUM
$16.8M
Employees
3