Data / Investment advisers / Idaho / Boise
Investment advisers in Boise, ID: 21 firms, $30.4 billion in AUM
21 investment advisers have their main office in Boise, Idaho: 21 SEC registered and 0 exempt reporting. The registered advisers report $30.4 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is The Caprock Group, LLC with $12.5 billion.
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.
- 21Advisers
- 21SEC registered
- $30.4 billionTotal AUM
- 21Advisers over $100 million
- 2Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| The Caprock Group, LLC | Boise | $12.48 billion | 436 | 67 | Not listed | (208) 368-9600 | adviserinfo.sec.gov | |
| Clearwater Advisors, LLC | Boise | $4.65 billion | 84 | 9 | Not listed | (208) 433-1222 | clearwateradvisors.com | adviserinfo.sec.gov |
| Venturi Private Wealth | Boise | $3.58 billion | 4,555 | 28 | 11 | (208) 368-9600 | venturiwealth.com | adviserinfo.sec.gov |
| Aspen Capital Management, LLC | Boise | $1.34 billion | 1,518 | 12 | Not listed | (208) 345-0174 | adviserinfo.sec.gov | |
| Mountain Pacific Investment Advisers, LLC | Boise | $933.7 million | 769 | 6 | Not listed | (208) 336-1422 | mountain-pacific.com | adviserinfo.sec.gov |
| Teleo Capital Management LLC | Boise | $894.1 million | 8 | 26 | 8 | (424) 323-3992 | teleocapital.com | adviserinfo.sec.gov |
| Perspective Wealth Partners, LLC | Boise | $843.9 million | 265 | 12 | Not listed | (208) 429-0960 | perspectivewealth.com | adviserinfo.sec.gov |
| Helmstar Wealth Management | Boise | $785.6 million | 1,974 | 12 | Not listed | (208) 429-0800 | adviserinfo.sec.gov | |
| Legacy Wealth Management, LLC | Boise | $629 million | 3,269 | 39 | Not listed | (208) 955-0500 | adviserinfo.sec.gov | |
| Freedom Fiduciaries LLC | Boise | $584.6 million | 124 | 5 | Not listed | (208) 900-4331 | freedomfiduciaries.com | adviserinfo.sec.gov |
| Berkeley, Inc | Boise | $573.9 million | 769 | 6 | Not listed | (208) 853-6980 | berkeleyinc.com | adviserinfo.sec.gov |
| Wood Tarver Financial | Boise | $489 million | 1,537 | 5 | Not listed | (208) 343-2001 | woodtarverfinancial.com | adviserinfo.sec.gov |
| DB Fitzpatrick | Boise | $487 million | 106 | 10 | Not listed | (208) 342-2280 | adviserinfo.sec.gov | |
| Tumwater Wealth Management, LLC | Boise | $406.6 million | 877 | 5 | Not listed | (208) 314-2114 | tumwaterwealth.com | adviserinfo.sec.gov |
| BR Wealth Management | Boise | $328.8 million | 874 | 7 | Not listed | (208) 258-2540 | brwealthmgmt.com | adviserinfo.sec.gov |
| Ancorato | Boise | $283.7 million | 3,723 | 18 | Not listed | (208) 925-0006 | legacy-is.com | adviserinfo.sec.gov |
| Echelon Group | Boise | $265.2 million | 247 | 5 | Not listed | (208) 345-9944 | adviserinfo.sec.gov | |
| Figure 8 Investment Strategies LLC | Boise | $233.4 million | 391 | 7 | Not listed | (208) 385-0078 | adviserinfo.sec.gov | |
| Scratch Capital | Boise | $230.1 million | 564 | 4 | Not listed | (208) 901-8018 | adviserinfo.sec.gov | |
| Arrien Investments, Inc. | Boise | $226.6 million | 905 | 5 | Not listed | (208) 338-1520 | arrieninvestments.com | adviserinfo.sec.gov |
| Pacific Value, LLC | Boise | $190 million | 433 | 4 | Not listed | (208) 331-2315 | pacificvalue.net | adviserinfo.sec.gov |
Advisers in Boise that manage private funds
2 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Venturi Private Wealth | Boise | ID | 11 | Not listed | 4 | Not listed | 1 | $290.6 million | $3.58 billion | adviserinfo.sec.gov |
| Teleo Capital Management LLC | Boise | ID | 8 | Not listed | 8 | Not listed | Not listed | $894.1 million | $894.1 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.