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Data / Investment advisers / Idaho

Investment advisers in Idaho: 58 firms, $52 billion in AUM

58 investment advisers have their main office in Idaho: 54 SEC registered and 4 exempt reporting. The registered advisers report $52 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.

Get advisers in Idaho over $100 millionWatch new advisers in IdahoGet private fund advisers in Idaho
  • 58Advisers
  • 54SEC registered
  • 4Exempt reporting
  • $52 billionTotal AUM
  • 53Advisers over $100 million
  • 13Manage 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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
The Caprock Group, LLCBoise$12.48 billion43667Not listed(208) 368-9600adviserinfo.sec.gov
Clearwater Advisors, LLCBoise$4.65 billion849Not listed(208) 433-1222clearwateradvisors.comadviserinfo.sec.gov
Inspire Investing, LLCMeridian$3.96 billion45533Not listed(877) 658-9473adviserinfo.sec.gov
Venturi Private WealthBoise$3.58 billion4,5552811(208) 368-9600venturiwealth.comadviserinfo.sec.gov
Continuum Advisory, LLCEagle$1.91 billion3,46166Not listed(208) 417-1933clarkstreetfinancial.comadviserinfo.sec.gov
RW Investment Management LLCEagle$1.73 billion2,37720Not listed(208) 333-1433investrw.comadviserinfo.sec.gov
Sherman PortfoliosCoeur D'Alene$1.56 billion6,65215Not listed(800) 634-2008shermanportfolios.comadviserinfo.sec.gov
Pinkerton Wealth PartnersCoeur D'Alene$1.44 billion13,36149Not listed(800) 634-2008woottonfinancial.comadviserinfo.sec.gov
Aspen Capital Management, LLCBoise$1.34 billion1,51812Not listed(208) 345-0174adviserinfo.sec.gov
Inspire Advisors, LLCMeridian$1.33 billion8,33063Not listed(877) 859-6383inspireadvisors.comadviserinfo.sec.gov
American Independent Securities Group, LLCEagle$986.3 million4,38549Not listed(208) 489-3131adviserinfo.sec.gov
Summit Wealth and Retirement PartnersEagle$978.1 million1,01812Not listed(925) 927-1900summitwealthandretirement.comadviserinfo.sec.gov
Mountain Pacific Investment Advisers, LLCBoise$933.7 million7696Not listed(208) 336-1422mountain-pacific.comadviserinfo.sec.gov
Darwin Ventures, LLCSandpoint$908 million12412(415) 362-0648darwinvc.comadviserinfo.sec.gov
Teleo Capital Management LLCBoise$894.1 million8268(424) 323-3992teleocapital.comadviserinfo.sec.gov
Perspective Wealth Partners, LLCBoise$843.9 million26512Not listed(208) 429-0960perspectivewealth.comadviserinfo.sec.gov
Helmstar Wealth ManagementBoise$785.6 million1,97412Not listed(208) 429-0800adviserinfo.sec.gov
Hedonova Advisors LLCPost Falls$643.2 million2,853411(213) 340-1334adviserinfo.sec.gov
Legacy Wealth Management, LLCBoise$629 million3,26939Not listed(208) 955-0500adviserinfo.sec.gov
Freedom Fiduciaries LLCBoise$584.6 million1245Not listed(208) 900-4331freedomfiduciaries.comadviserinfo.sec.gov
Berkeley, IncBoise$573.9 million7696Not listed(208) 853-6980berkeleyinc.comadviserinfo.sec.gov
Onyx Financial Advisors, LLCIdaho Falls$506.4 million1,04510Not listed(208) 522-6400onyxfinancial.comadviserinfo.sec.gov
Wood Tarver FinancialBoise$489 million1,5375Not listed(208) 343-2001woodtarverfinancial.comadviserinfo.sec.gov
HRC Wealth Management, LLCMoscow$487.4 million1,8458Not listed(208) 882-5547haydenross.comadviserinfo.sec.gov
DB FitzpatrickBoise$487 million10610Not listed(208) 342-2280adviserinfo.sec.gov
Sand Creek Capital, LLCRexburg$471.2 million2,23610Not listed(208) 356-9022centennialwealthmanagement.comadviserinfo.sec.gov
Tumwater Wealth Management, LLCBoise$406.6 million8775Not listed(208) 314-2114tumwaterwealth.comadviserinfo.sec.gov
Arcadia Investment Advisors, LLCEagle$345.8 million7736Not listed(208) 342-7758arcadiaia.netadviserinfo.sec.gov
Treasure Valley Financial PlanningMeridian$336 million1,59010Not listed(208) 789-0888treasurevalleyplanning.comadviserinfo.sec.gov
American Capital Advisory, LLCKetchum$334.4 million86771(208) 710-8669adviserinfo.sec.gov
BR Wealth ManagementBoise$328.8 million8747Not listed(208) 258-2540brwealthmgmt.comadviserinfo.sec.gov
Next Level Wealth Planning, LLCMeridian$322.7 million1,5105Not listed(208) 376-6949adviserinfo.sec.gov
Siddhi Capital, LLCMeridian$303.7 million111311(347) 318-2297adviserinfo.sec.gov
AncoratoBoise$283.7 million3,72318Not listed(208) 925-0006legacy-is.comadviserinfo.sec.gov
Elite Financial, Inc.Lewiston$274.2 million1,1491Not listed(208) 746-2007elitefinancialinc.netadviserinfo.sec.gov
Doceo Wealth, LLCMeridian$274 million3017Not listed(208) 350-7274adviserinfo.sec.gov
Hawke Financial GroupMeridian$269.6 million1,9382Not listed(208) 855-9400idahofinancialplanner.comadviserinfo.sec.gov
Echelon GroupBoise$265.2 million2475Not listed(208) 345-9944adviserinfo.sec.gov
Profits Plus Capital Management, LLCNampa$258.1 million111(208) 468-3600adviserinfo.sec.gov
Figure 8 Investment Strategies LLCBoise$233.4 million3917Not listed(208) 385-0078adviserinfo.sec.gov
Scratch CapitalBoise$230.1 million5644Not listed(208) 901-8018adviserinfo.sec.gov
Arrien Investments, Inc.Boise$226.6 million9055Not listed(208) 338-1520arrieninvestments.comadviserinfo.sec.gov
Pacific Peak Advisors, LLCKetchum$223.7 million4152Not listed(949) 737-2626pacificpeakadvisors.comadviserinfo.sec.gov
PGP Advisors, LLCKetchum$222.8 million1101(208) 928-7922peninsulapacific.comadviserinfo.sec.gov
Sky-Mountain Capital ManagementKetchum$210.6 million5192Not listed(208) 471-4261sky-mountaincapital.comadviserinfo.sec.gov
Enduring Wealth Management, LLCMeridian$205 million6161Not listed(208) 409-0147enduringwealthmanagement.comadviserinfo.sec.gov
Desert Rose Capital Management, Inc.Meridian$192.1 million1,144221(208) 297-2710desertrosecapital.comadviserinfo.sec.gov
Five Pine WealthCoeur D'Alene$191.8 million9603Not listed(877) 333-1015fivepinewealth.comadviserinfo.sec.gov
Pacific Value, LLCBoise$190 million4334Not listed(208) 331-2315pacificvalue.netadviserinfo.sec.gov
Journey Retirement Planning and Investment Management, LLCAmmon$187.3 million1,0488Not listed(208) 552-9169adviserinfo.sec.gov
Rockhill Advisors LLCVictor$174.2 million1712Not listed(312) 282-1040rockhill-advisors.comadviserinfo.sec.gov
Hazlett Wealth Management LLCKetchum$160 million601Not listed(208) 726-0605hazlettwealthmanagement.comadviserinfo.sec.gov
Williams and Schiller Wealth Management, LLCSandpoint$120.7 million2712Not listed(208) 265-5959wswealthmanagementllc.comadviserinfo.sec.gov
GPWM Qof Manager, LLCEagleNot listedNot listedNot listed7(208) 938-5557gpwmfunds.comadviserinfo.sec.gov
Capital Eleven ManagementMeridianNot listedNot listedNot listed3(208) 761-6754capitaleleven.comadviserinfo.sec.gov
GPWM Fund Manager, LLCEagleNot listedNot listedNot listed3(208) 938-5557gpwmfunds.comadviserinfo.sec.gov
Tugboat VenturesKetchumNot listedNot listedNot listed3(208) 273-5300tugboatventures.comadviserinfo.sec.gov
Clearwater Financial PlanningLewistonNot listed04Not listed(208) 746-3270clearwaterfinancialplanning.netadviserinfo.sec.gov

Advisers in Idaho that manage private funds

13 advisers report private funds. The 40 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Darwin Ventures, LLCSandpointID12Not listedNot listed12Not listed$829.4 million$908 millionadviserinfo.sec.gov
Venturi Private WealthBoiseID11Not listed4Not listed1$290.6 million$3.58 billionadviserinfo.sec.gov
Siddhi Capital, LLCMeridianID11Not listed32Not listed$303.7 million$303.7 millionadviserinfo.sec.gov
Teleo Capital Management LLCBoiseID8Not listed8Not listedNot listed$894.1 million$894.1 millionadviserinfo.sec.gov
GPWM Qof Manager, LLCEagleID7Not listedNot listedNot listed7$106.2 millionNot listedadviserinfo.sec.gov
Capital Eleven ManagementMeridianID3Not listed21Not listed$48.8 millionNot listedadviserinfo.sec.gov
GPWM Fund Manager, LLCEagleID3Not listedNot listedNot listed3$28.3 millionNot listedadviserinfo.sec.gov
Tugboat VenturesKetchumID3Not listedNot listed3Not listed$38.2 millionNot listedadviserinfo.sec.gov
Hedonova Advisors LLCPost FallsID11Not listedNot listedNot listed$643.2 million$643.2 millionadviserinfo.sec.gov
American Capital Advisory, LLCKetchumID11Not listedNot listedNot listed$2.8 million$334.4 millionadviserinfo.sec.gov
Profits Plus Capital Management, LLCNampaID11Not listedNot listedNot listed$258.1 million$258.1 millionadviserinfo.sec.gov
PGP Advisors, LLCKetchumID1Not listed1Not listedNot listed$222.8 million$222.8 millionadviserinfo.sec.gov
Desert Rose Capital Management, Inc.MeridianID11Not listedNot listedNot listed$37.5 million$192.1 millionadviserinfo.sec.gov

Newest SEC registrations in Idaho

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Clearwater Financial PlanningLewistonIDSeptember 29, 2026Not listedclearwaterfinancialplanning.netadviserinfo.sec.gov

Cities in Idaho

CityAdvisersAUM
Boise21$30.43 billion
Meridian10$7.20 billion

More ways to read Idaho

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.