Investment adviser firms in Idaho
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
52 firms · Source months shown: August 2026
- AMERICAN CAPITAL ADVISORY, LLCCRD 141944 · KETCHUM, ID$334,417,722.00Regulatory AUM · August 2026
- AMERICAN INDEPENDENT SECURITIES GROUP, LLCCRD 135288 · EAGLE, ID$986,332,007.00Regulatory AUM · August 2026
- ARCADIA INVESTMENT ADVISORS, LLCCRD 109590 · EAGLE, ID$345,801,223.00Regulatory AUM · August 2026
- ARRIEN INVESTMENTS, INC.CRD 321819 · BOISE, ID$226,582,421.00Regulatory AUM · August 2026
- ASPEN CAPITAL MANAGEMENTCRD 119050 · BOISE, ID$1,338,285,275.00Regulatory AUM · August 2026
- BERKELEY, INCCRD 117667 · BOISE, ID$573,945,827.00Regulatory AUM · August 2026
- BETO FINANCIAL GROUP, LLCCRD 307546 · BOISE, ID$328,814,714.00Regulatory AUM · August 2026
- CLEARWATER ADVISORS, LLCCRD 116865 · BOISE, ID$4,650,566,101.00Regulatory AUM · August 2026
- CONTINUUM ADVISORY, LLCCRD 283155 · EAGLE, ID$1,907,940,341.00Regulatory AUM · August 2026
- D.B. FITZPATRICK & CO., INC.CRD 105671 · BOISE, ID$487,007,072.00Regulatory AUM · August 2026
- DARWIN VENTURES, LLCCRD 157665 · SANDPOINT, ID$907,970,202.00Regulatory AUM · August 2026
- DESERT ROSE CAPITAL MANAGEMENT, INC.CRD 154331 · MERIDIAN, ID$192,134,096.00Regulatory AUM · August 2026
- DOCEO WEALTH, LLCCRD 310415 · MERIDIAN, ID$274,000,000.00Regulatory AUM · August 2026
- ECHELON GROUP, INC.CRD 333195 · BOISE, ID$265,200,867.00Regulatory AUM · August 2026
- ELITE FINANCIAL, INC.CRD 286667 · LEWISTON, ID$274,230,878.00Regulatory AUM · August 2026
- ENDURING WEALTH MANAGEMENT, LLCCRD 337527 · MERIDIAN, ID$181,351,001.00Regulatory AUM · August 2026
- FIGURE 8 INVESTMENT STRATEGIES LLCCRD 282973 · BOISE, ID$233,394,064.00Regulatory AUM · August 2026
- FIVE PINE WEALTH MANAGEMENT INC.CRD 317657 · COEUR D'ALENE, ID$191,751,292.00Regulatory AUM · August 2026
- FREEDOM FIDUCIARIES LLCCRD 323673 · BOISE, ID$584,617,445.00Regulatory AUM · August 2026
- HAWKE FINANCIAL GROUP, LLCCRD 301733 · MERIDIAN, ID$269,566,677.00Regulatory AUM · August 2026
- HAZLETT WEALTH MANAGEMENT LLCCRD 338954 · KETCHUM, ID$160,000,000.00Regulatory AUM · August 2026
- HEDONOVA ADVISORS LLCCRD 324941 · POST FALLS, ID$643,194,000.00Regulatory AUM · August 2026
- HRC WEALTH MANAGEMENT, LLCCRD 117212 · MOSCOW, ID$487,408,854.00Regulatory AUM · August 2026
- INSPIRE ADVISORS, LLCCRD 300279 · MERIDIAN, ID$1,332,161,360.00Regulatory AUM · August 2026
- INSPIRE INVESTING, LLCCRD 171988 · MERIDIAN, ID$3,962,234,942.00Regulatory AUM · August 2026
- JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLCCRD 315237 · AMMON, ID$187,318,571.00Regulatory AUM · August 2026
- LEGACY INVESTMENT SOLUTIONS, LLCCRD 322695 · BOISE, ID$283,664,860.00Regulatory AUM · August 2026
- LEGACY WEALTH MANAGEMENT, LLCCRD 174767 · BOISE, ID$629,031,199.00Regulatory AUM · August 2026
- MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLCCRD 104749 · BOISE, ID$933,709,300.00Regulatory AUM · August 2026
- NEXT LEVEL WEALTH PLANNING, LLCCRD 327644 · MERIDIAN, ID$322,732,167.00Regulatory AUM · August 2026
- ONYX FINANCIAL ADVISORS, LLCCRD 134881 · IDAHO FALLS, ID$506,448,769.00Regulatory AUM · August 2026
- PACIFIC PEAK ADVISORS, LLCCRD 326711 · KETCHUM, ID$223,737,393.00Regulatory AUM · August 2026
- PACIFIC VALUE, LLCCRD 147086 · BOISE, ID$190,000,000.00Regulatory AUM · August 2026
- PERSPECTIVE WEALTH PARTNERS, LLCCRD 140330 · BOISE, ID$843,910,938.00Regulatory AUM · August 2026
- PGP ADVISORS, LLCCRD 172611 · KETCHUM, ID$222,832,650.00Regulatory AUM · August 2026
- PINKERTON WEALTH, LLCCRD 120973 · COEUR D'ALENE, ID$1,439,082,849.00Regulatory AUM · August 2026
- PROFITS PLUS CAPITAL MANAGEMENT, LLCCRD 118294 · NAMPA, ID$258,135,606.00Regulatory AUM · August 2026
- ROCKHILL ADVISORS LLCCRD 288789 · VICTOR, ID$174,172,887.00Regulatory AUM · August 2026
- RW INVESTMENT MANAGEMENT LLCCRD 282707 · EAGLE, ID$1,731,699,388.00Regulatory AUM · August 2026
- SAND CREEK CAPITAL, LLCCRD 326719 · REXBURG, ID$471,166,740.00Regulatory AUM · August 2026
- SCRATCH CAPITAL LLCCRD 318835 · BOISE, ID$230,052,827.00Regulatory AUM · August 2026
- SIDDHI CAPITAL, LLCCRD 314493 · MERIDIAN, ID$303,667,471.00Regulatory AUM · August 2026
- SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.CRD 312915 · KETCHUM, ID$210,568,182.00Regulatory AUM · August 2026
- SUMMIT WEALTH & RETIREMENT PLANNING, INC.CRD 285972 · EAGLE, ID$978,085,825.00Regulatory AUM · August 2026
- TELEO CAPITAL MANAGEMENT LLCCRD 307203 · BOISE, ID$894,110,342.00Regulatory AUM · August 2026
- THE CAPROCK GROUP, LLCCRD 124272 · BOISE, ID$12,479,071,631.00Regulatory AUM · August 2026
- THE HELMSTAR GROUP, LLCCRD 145074 · BOISE, ID$785,593,670.00Regulatory AUM · August 2026
- TRUE FREEDOM INVESTING, LLCCRD 322728 · COEUR D'ALENE, ID$1,558,055,845.00Regulatory AUM · August 2026
- TUMWATER WEALTH MANAGEMENT, LLCCRD 300443 · BOISE, ID$406,568,048.00Regulatory AUM · August 2026
- TVFP, LLCCRD 341732 · MERIDIAN, IDNot availableRegulatory AUM · August 2026
- WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLCCRD 143049 · SANDPOINT, ID$120,669,000.00Regulatory AUM · August 2026
- WOOD TARVER FINANCIAL GROUP, LLCCRD 298793 · BOISE, ID$488,986,837.00Regulatory AUM · August 2026