Data / Investment advisers / Serving high net worth individuals / Idaho
Investment advisers in Idaho serving high net worth individuals: 46 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
46 SEC registered investment advisers with a main office in Idaho report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $30 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is The Caprock Group, LLC.
The request: Every investment adviser in Idaho that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.
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- 46Advisers
- $30 billionAUM from this client type
- 46Advisers over $100 million
- November 2, 2026File date
Advisers in Idaho serving high net worth individuals
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| The Caprock Group, LLC | Boise | 398 | $11.28 billion | $12.48 billion | adviserinfo.sec.gov |
| Venturi Private Wealth | Boise | 407 | $2.94 billion | $3.58 billion | adviserinfo.sec.gov |
| RW Investment Management LLC | Eagle | 417 | $1.38 billion | $1.73 billion | adviserinfo.sec.gov |
| Continuum Advisory, LLC | Eagle | 902 | $1.30 billion | $1.91 billion | adviserinfo.sec.gov |
| Aspen Capital Management, LLC | Boise | 284 | $1.15 billion | $1.34 billion | adviserinfo.sec.gov |
| Pinkerton Wealth Partners | Coeur D'Alene | 386 | $988.7 million | $1.44 billion | adviserinfo.sec.gov |
| Summit Wealth and Retirement Partners | Eagle | 194 | $900.6 million | $978.1 million | adviserinfo.sec.gov |
| Perspective Wealth Partners, LLC | Boise | 183 | $801.9 million | $843.9 million | adviserinfo.sec.gov |
| Mountain Pacific Investment Advisers, LLC | Boise | 188 | $767.3 million | $933.7 million | adviserinfo.sec.gov |
| Helmstar Wealth Management | Boise | 227 | $661.5 million | $785.6 million | adviserinfo.sec.gov |
| Inspire Advisors, LLC | Meridian | 320 | $610.2 million | $1.33 billion | adviserinfo.sec.gov |
| Berkeley, Inc | Boise | 147 | $525.3 million | $573.9 million | adviserinfo.sec.gov |
| Onyx Financial Advisors, LLC | Idaho Falls | 153 | $431.4 million | $506.4 million | adviserinfo.sec.gov |
| Sherman Portfolios | Coeur D'Alene | 212 | $418.6 million | $1.56 billion | adviserinfo.sec.gov |
| American Independent Securities Group, LLC | Eagle | 437 | $389.1 million | $986.3 million | adviserinfo.sec.gov |
| Hedonova Advisors LLC | Post Falls | 2,817 | $384.9 million | $643.2 million | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Boise | 134 | $372.4 million | $629 million | adviserinfo.sec.gov |
| Wood Tarver Financial | Boise | 148 | $339.2 million | $489 million | adviserinfo.sec.gov |
| HRC Wealth Management, LLC | Moscow | 128 | $319.8 million | $487.4 million | adviserinfo.sec.gov |
| Sand Creek Capital, LLC | Rexburg | 312 | $293.3 million | $471.2 million | adviserinfo.sec.gov |
| Arcadia Investment Advisors, LLC | Eagle | 118 | $283.7 million | $345.8 million | adviserinfo.sec.gov |
| Tumwater Wealth Management, LLC | Boise | 113 | $271.8 million | $406.6 million | adviserinfo.sec.gov |
| BR Wealth Management | Boise | 91 | $241.3 million | $328.8 million | adviserinfo.sec.gov |
| American Capital Advisory, LLC | Ketchum | 76 | $237.4 million | $334.4 million | adviserinfo.sec.gov |
| Doceo Wealth, LLC | Meridian | 196 | $193 million | $274 million | adviserinfo.sec.gov |
| Scratch Capital | Boise | 64 | $187.5 million | $230.1 million | adviserinfo.sec.gov |
| Treasure Valley Financial Planning | Meridian | 99 | $186.2 million | $336 million | adviserinfo.sec.gov |
| Next Level Wealth Planning, LLC | Meridian | 85 | $179.3 million | $322.7 million | adviserinfo.sec.gov |
| Pacific Peak Advisors, LLC | Ketchum | 54 | $176.8 million | $223.7 million | adviserinfo.sec.gov |
| Rockhill Advisors LLC | Victor | 24 | $169.8 million | $174.2 million | adviserinfo.sec.gov |
| Enduring Wealth Management, LLC | Meridian | 51 | $163.1 million | $205 million | adviserinfo.sec.gov |
| Elite Financial, Inc. | Lewiston | 74 | $161.1 million | $274.2 million | adviserinfo.sec.gov |
| Hazlett Wealth Management LLC | Ketchum | 60 | $160 million | $160 million | adviserinfo.sec.gov |
| Figure 8 Investment Strategies LLC | Boise | 71 | $159.2 million | $233.4 million | adviserinfo.sec.gov |
| Sky-Mountain Capital Management | Ketchum | 54 | $152.1 million | $210.6 million | adviserinfo.sec.gov |
| Pacific Value, LLC | Boise | 52 | $116 million | $190 million | adviserinfo.sec.gov |
| Arrien Investments, Inc. | Boise | 60 | $114.5 million | $226.6 million | adviserinfo.sec.gov |
| Five Pine Wealth | Coeur D'Alene | 49 | $99 million | $191.8 million | adviserinfo.sec.gov |
| DB Fitzpatrick | Boise | 49 | $96.2 million | $487 million | adviserinfo.sec.gov |
| Williams and Schiller Wealth Management, LLC | Sandpoint | 35 | $89.8 million | $120.7 million | adviserinfo.sec.gov |
| Clearwater Advisors, LLC | Boise | Fewer than 5 | $78.9 million | $4.65 billion | adviserinfo.sec.gov |
| Journey Retirement Planning and Investment Management, LLC | Ammon | 34 | $63 million | $187.3 million | adviserinfo.sec.gov |
| Hawke Financial Group | Meridian | 35 | $59 million | $269.6 million | adviserinfo.sec.gov |
| Desert Rose Capital Management, Inc. | Meridian | 36 | $51.9 million | $192.1 million | adviserinfo.sec.gov |
| Echelon Group | Boise | 14 | $31.2 million | $265.2 million | adviserinfo.sec.gov |
| Inspire Investing, LLC | Meridian | 7 | $14.8 million | $3.96 billion | adviserinfo.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.