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Investment advisers in Idaho serving pension and profit sharing plans: 25 firms

Name: Investment advisers in Idaho serving pension and profit sharing plans: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

25 SEC registered investment advisers with a main office in Idaho report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $2.3 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Clearwater Advisors, LLC.

The request: Every investment adviser in Idaho that serves pension and profit sharing plans, with AUM, phone and website. $10 of work on sign-up, no card.

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25Advisers
$2.3 billionAUM from this client type
25Advisers over $100 million
November 2, 2026File date

Advisers in Idaho serving pension and profit sharing plans

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
Clearwater Advisors, LLC	Boise	Fewer than 5	$861.4 million	$4.65 billion	adviserinfo.sec.gov
Freedom Fiduciaries LLC	Boise	115	$580.2 million	$584.6 million	adviserinfo.sec.gov
Echelon Group	Boise	26	$209 million	$265.2 million	adviserinfo.sec.gov
RW Investment Management LLC	Eagle	26	$197.3 million	$1.73 billion	adviserinfo.sec.gov
Pinkerton Wealth Partners	Coeur D'Alene	29	$130.4 million	$1.44 billion	adviserinfo.sec.gov
Tumwater Wealth Management, LLC	Boise	21	$80.9 million	$406.6 million	adviserinfo.sec.gov
Sand Creek Capital, LLC	Rexburg	26	$42.1 million	$471.2 million	adviserinfo.sec.gov
Continuum Advisory, LLC	Eagle	47	$29.2 million	$1.91 billion	adviserinfo.sec.gov
Wood Tarver Financial	Boise	5	$26.9 million	$489 million	adviserinfo.sec.gov
Mountain Pacific Investment Advisers, LLC	Boise	6	$24.6 million	$933.7 million	adviserinfo.sec.gov
Legacy Wealth Management, LLC	Boise	147	$18.7 million	$629 million	adviserinfo.sec.gov
Helmstar Wealth Management	Boise	12	$14.9 million	$785.6 million	adviserinfo.sec.gov
Pacific Peak Advisors, LLC	Ketchum	4	$12.2 million	$223.7 million	adviserinfo.sec.gov
Pacific Value, LLC	Boise	5	$12 million	$190 million	adviserinfo.sec.gov
Venturi Private Wealth	Boise	2	$11.3 million	$3.58 billion	adviserinfo.sec.gov
Arcadia Investment Advisors, LLC	Eagle	10	$11 million	$345.8 million	adviserinfo.sec.gov
American Independent Securities Group, LLC	Eagle	18	$5.5 million	$986.3 million	adviserinfo.sec.gov
Williams and Schiller Wealth Management, LLC	Sandpoint	3	$5.5 million	$120.7 million	adviserinfo.sec.gov
Berkeley, Inc	Boise	1	$4.5 million	$573.9 million	adviserinfo.sec.gov
Five Pine Wealth	Coeur D'Alene	5	$4 million	$191.8 million	adviserinfo.sec.gov
Onyx Financial Advisors, LLC	Idaho Falls	Fewer than 5	$3.5 million	$506.4 million	adviserinfo.sec.gov
Rockhill Advisors LLC	Victor	Fewer than 5	$2.7 million	$174.2 million	adviserinfo.sec.gov
BR Wealth Management	Boise	4	$2.5 million	$328.8 million	adviserinfo.sec.gov
Desert Rose Capital Management, Inc.	Meridian	2	$233,602	$192.1 million	adviserinfo.sec.gov
Scratch Capital	Boise	1	$74,719	$230.1 million	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.