Data / Investment advisers / Serving individuals / Idaho
Investment advisers in Idaho serving individuals: 44 firms
44 SEC registered investment advisers with a main office in Idaho report individuals among their clients in Form ADV item 5.D, and together they attribute $6.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Sherman Portfolios.
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- 44Advisers
- $6.2 billionAUM from this client type
- 44Advisers over $100 million
- November 2, 2026File date
Advisers in Idaho serving 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 |
|---|
| Sherman Portfolios | Coeur D'Alene | 6,440 | $1.14 billion | $1.56 billion | adviserinfo.sec.gov |
| Inspire Advisors, LLC | Meridian | 3,203 | $708.3 million | $1.33 billion | adviserinfo.sec.gov |
| American Independent Securities Group, LLC | Eagle | 3,902 | $578.3 million | $986.3 million | adviserinfo.sec.gov |
| Continuum Advisory, LLC | Eagle | 2,442 | $512.1 million | $1.91 billion | adviserinfo.sec.gov |
| Pinkerton Wealth Partners | Coeur D'Alene | 847 | $320 million | $1.44 billion | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Boise | 3,135 | $237.9 million | $629 million | adviserinfo.sec.gov |
| Hawke Financial Group | Meridian | 516 | $178.6 million | $269.6 million | adviserinfo.sec.gov |
| HRC Wealth Management, LLC | Moscow | 750 | $167.6 million | $487.4 million | adviserinfo.sec.gov |
| Treasure Valley Financial Planning | Meridian | 441 | $149.4 million | $336 million | adviserinfo.sec.gov |
| Next Level Wealth Planning, LLC | Meridian | 487 | $143.5 million | $322.7 million | adviserinfo.sec.gov |
| Journey Retirement Planning and Investment Management, LLC | Ammon | 603 | $124.3 million | $187.3 million | adviserinfo.sec.gov |
| Wood Tarver Financial | Boise | 427 | $122.7 million | $489 million | adviserinfo.sec.gov |
| Venturi Private Wealth | Boise | 280 | $121.2 million | $3.58 billion | adviserinfo.sec.gov |
| Elite Financial, Inc. | Lewiston | 365 | $113.1 million | $274.2 million | adviserinfo.sec.gov |
| Arrien Investments, Inc. | Boise | 382 | $108.9 million | $226.6 million | adviserinfo.sec.gov |
| RW Investment Management LLC | Eagle | 341 | $100 million | $1.73 billion | adviserinfo.sec.gov |
| Helmstar Wealth Management | Boise | 296 | $99.2 million | $785.6 million | adviserinfo.sec.gov |
| Five Pine Wealth | Coeur D'Alene | 296 | $88.7 million | $191.8 million | adviserinfo.sec.gov |
| Sand Creek Capital, LLC | Rexburg | 627 | $84.5 million | $471.2 million | adviserinfo.sec.gov |
| BR Wealth Management | Boise | 237 | $78.1 million | $328.8 million | adviserinfo.sec.gov |
| Desert Rose Capital Management, Inc. | Meridian | 687 | $68.4 million | $192.1 million | adviserinfo.sec.gov |
| Summit Wealth and Retirement Partners | Eagle | 152 | $68.2 million | $978.1 million | adviserinfo.sec.gov |
| American Capital Advisory, LLC | Ketchum | 291 | $65.8 million | $334.4 million | adviserinfo.sec.gov |
| Aspen Capital Management, LLC | Boise | 159 | $65.8 million | $1.34 billion | adviserinfo.sec.gov |
| Onyx Financial Advisors, LLC | Idaho Falls | 112 | $64.8 million | $506.4 million | adviserinfo.sec.gov |
| Inspire Investing, LLC | Meridian | 425 | $63.5 million | $3.96 billion | adviserinfo.sec.gov |
| Mountain Pacific Investment Advisers, LLC | Boise | 102 | $62.7 million | $933.7 million | adviserinfo.sec.gov |
| Sky-Mountain Capital Management | Ketchum | 87 | $58.4 million | $210.6 million | adviserinfo.sec.gov |
| Figure 8 Investment Strategies LLC | Boise | 92 | $58.2 million | $233.4 million | adviserinfo.sec.gov |
| Doceo Wealth, LLC | Meridian | 104 | $53.5 million | $274 million | adviserinfo.sec.gov |
| Tumwater Wealth Management, LLC | Boise | 171 | $48 million | $406.6 million | adviserinfo.sec.gov |
| Arcadia Investment Advisors, LLC | Eagle | 148 | $44.2 million | $345.8 million | adviserinfo.sec.gov |
| Enduring Wealth Management, LLC | Meridian | 120 | $41.1 million | $205 million | adviserinfo.sec.gov |
| Pacific Value, LLC | Boise | 110 | $40 million | $190 million | adviserinfo.sec.gov |
| Berkeley, Inc | Boise | 70 | $39.4 million | $573.9 million | adviserinfo.sec.gov |
| Perspective Wealth Partners, LLC | Boise | 90 | $37.5 million | $843.9 million | adviserinfo.sec.gov |
| Pacific Peak Advisors, LLC | Ketchum | 128 | $34.7 million | $223.7 million | adviserinfo.sec.gov |
| Scratch Capital | Boise | 86 | $21.7 million | $230.1 million | adviserinfo.sec.gov |
| Echelon Group | Boise | 71 | $21.2 million | $265.2 million | adviserinfo.sec.gov |
| The Caprock Group, LLC | Boise | 22 | $17.4 million | $12.48 billion | adviserinfo.sec.gov |
| Williams and Schiller Wealth Management, LLC | Sandpoint | 57 | $16.2 million | $120.7 million | adviserinfo.sec.gov |
| DB Fitzpatrick | Boise | 44 | $12.6 million | $487 million | adviserinfo.sec.gov |
| Freedom Fiduciaries LLC | Boise | 9 | $4.4 million | $584.6 million | adviserinfo.sec.gov |
| Rockhill Advisors LLC | Victor | Fewer than 5 | $519,647 | $174.2 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.