Skip to the page
Get started free

Data / Investment advisers / $100 million to $500 million in AUM / Idaho

Investment advisers in Idaho with $100 million to $500 million in AUM: 31 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

31 SEC registered investment advisers in Idaho report between $100 million and $500 million in regulatory assets under management, $8.7 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Wood Tarver Financial with $489 million.

The request: Every investment adviser in Idaho with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.

Get these advisers in IdahoWatch new advisers in Idaho

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 31Advisers
  • 31SEC registered
  • $8.7 billionTotal AUM
  • 31Advisers over $100 million
  • 5Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Wood Tarver FinancialBoise$489 million1,5375Not listed(208) 343-2001woodtarverfinancial.comadviserinfo.sec.gov
HRC Wealth Management, LLCMoscow$487.4 million1,8458Not listed(208) 882-5547haydenross.comadviserinfo.sec.gov
DB FitzpatrickBoise$487 million10610Not listed(208) 342-2280adviserinfo.sec.gov
Sand Creek Capital, LLCRexburg$471.2 million2,23610Not listed(208) 356-9022centennialwealthmanagement.comadviserinfo.sec.gov
Tumwater Wealth Management, LLCBoise$406.6 million8775Not listed(208) 314-2114tumwaterwealth.comadviserinfo.sec.gov
Arcadia Investment Advisors, LLCEagle$345.8 million7736Not listed(208) 342-7758arcadiaia.netadviserinfo.sec.gov
Treasure Valley Financial PlanningMeridian$336 million1,59010Not listed(208) 789-0888treasurevalleyplanning.comadviserinfo.sec.gov
American Capital Advisory, LLCKetchum$334.4 million86771(208) 710-8669adviserinfo.sec.gov
BR Wealth ManagementBoise$328.8 million8747Not listed(208) 258-2540brwealthmgmt.comadviserinfo.sec.gov
Next Level Wealth Planning, LLCMeridian$322.7 million1,5105Not listed(208) 376-6949adviserinfo.sec.gov
Siddhi Capital, LLCMeridian$303.7 million111311(347) 318-2297adviserinfo.sec.gov
AncoratoBoise$283.7 million3,72318Not listed(208) 925-0006legacy-is.comadviserinfo.sec.gov
Elite Financial, Inc.Lewiston$274.2 million1,1491Not listed(208) 746-2007elitefinancialinc.netadviserinfo.sec.gov
Doceo Wealth, LLCMeridian$274 million3017Not listed(208) 350-7274adviserinfo.sec.gov
Hawke Financial GroupMeridian$269.6 million1,9382Not listed(208) 855-9400idahofinancialplanner.comadviserinfo.sec.gov
Echelon GroupBoise$265.2 million2475Not listed(208) 345-9944adviserinfo.sec.gov
Profits Plus Capital Management, LLCNampa$258.1 million111(208) 468-3600adviserinfo.sec.gov
Figure 8 Investment Strategies LLCBoise$233.4 million3917Not listed(208) 385-0078adviserinfo.sec.gov
Scratch CapitalBoise$230.1 million5644Not listed(208) 901-8018adviserinfo.sec.gov
Arrien Investments, Inc.Boise$226.6 million9055Not listed(208) 338-1520arrieninvestments.comadviserinfo.sec.gov
Pacific Peak Advisors, LLCKetchum$223.7 million4152Not listed(949) 737-2626pacificpeakadvisors.comadviserinfo.sec.gov
PGP Advisors, LLCKetchum$222.8 million1101(208) 928-7922peninsulapacific.comadviserinfo.sec.gov
Sky-Mountain Capital ManagementKetchum$210.6 million5192Not listed(208) 471-4261sky-mountaincapital.comadviserinfo.sec.gov
Enduring Wealth Management, LLCMeridian$205 million6161Not listed(208) 409-0147enduringwealthmanagement.comadviserinfo.sec.gov
Desert Rose Capital Management, Inc.Meridian$192.1 million1,144221(208) 297-2710desertrosecapital.comadviserinfo.sec.gov
Five Pine WealthCoeur D'Alene$191.8 million9603Not listed(877) 333-1015fivepinewealth.comadviserinfo.sec.gov
Pacific Value, LLCBoise$190 million4334Not listed(208) 331-2315pacificvalue.netadviserinfo.sec.gov
Journey Retirement Planning and Investment Management, LLCAmmon$187.3 million1,0488Not listed(208) 552-9169adviserinfo.sec.gov
Rockhill Advisors LLCVictor$174.2 million1712Not listed(312) 282-1040rockhill-advisors.comadviserinfo.sec.gov
Hazlett Wealth Management LLCKetchum$160 million601Not listed(208) 726-0605hazlettwealthmanagement.comadviserinfo.sec.gov
Williams and Schiller Wealth Management, LLCSandpoint$120.7 million2712Not listed(208) 265-5959wswealthmanagementllc.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.