Data / Investment advisers / Idaho / Meridian
Investment advisers in Meridian, ID: 10 firms, $7.2 billion in AUM
10 investment advisers have their main office in Meridian, Idaho: 9 SEC registered and 1 exempt reporting. The registered advisers report $7.2 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Inspire Investing, LLC with $4 billion.
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- 10Advisers
- 9SEC registered
- 1Exempt reporting
- $7.2 billionTotal AUM
- 9Advisers over $100 million
- 3Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Inspire Investing, LLC | Meridian | $3.96 billion | 455 | 33 | Not listed | (877) 658-9473 | adviserinfo.sec.gov | |
| Inspire Advisors, LLC | Meridian | $1.33 billion | 8,330 | 63 | Not listed | (877) 859-6383 | inspireadvisors.com | adviserinfo.sec.gov |
| Treasure Valley Financial Planning | Meridian | $336 million | 1,590 | 10 | Not listed | (208) 789-0888 | treasurevalleyplanning.com | adviserinfo.sec.gov |
| Next Level Wealth Planning, LLC | Meridian | $322.7 million | 1,510 | 5 | Not listed | (208) 376-6949 | adviserinfo.sec.gov | |
| Siddhi Capital, LLC | Meridian | $303.7 million | 11 | 13 | 11 | (347) 318-2297 | adviserinfo.sec.gov | |
| Doceo Wealth, LLC | Meridian | $274 million | 301 | 7 | Not listed | (208) 350-7274 | adviserinfo.sec.gov | |
| Hawke Financial Group | Meridian | $269.6 million | 1,938 | 2 | Not listed | (208) 855-9400 | idahofinancialplanner.com | adviserinfo.sec.gov |
| Enduring Wealth Management, LLC | Meridian | $205 million | 616 | 1 | Not listed | (208) 409-0147 | enduringwealthmanagement.com | adviserinfo.sec.gov |
| Desert Rose Capital Management, Inc. | Meridian | $192.1 million | 1,144 | 22 | 1 | (208) 297-2710 | desertrosecapital.com | adviserinfo.sec.gov |
| Capital Eleven Management | Meridian | Not listed | Not listed | Not listed | 3 | (208) 761-6754 | capitaleleven.com | adviserinfo.sec.gov |
Advisers in Meridian that manage private funds
3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Siddhi Capital, LLC | Meridian | ID | 11 | Not listed | 3 | 2 | Not listed | $303.7 million | $303.7 million | adviserinfo.sec.gov |
| Capital Eleven Management | Meridian | ID | 3 | Not listed | 2 | 1 | Not listed | $48.8 million | Not listed | adviserinfo.sec.gov |
| Desert Rose Capital Management, Inc. | Meridian | ID | 1 | 1 | Not listed | Not listed | Not listed | $37.5 million | $192.1 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.