RIAs in Idaho

RIA	People	AUM
The Caprock Group, LLC	Erik JensenWhitney WarmackChrista Gunner+48 more	$12.48Bas of Aug 2026
Clearwater Advisors, LLC	Michelle Martin	$4.65Bas of May 2026
Inspire Investing, LLC	Daniel Mastrolonardo	$3.96Bas of Mar 2026
Venturi Private Wealth	Russell NorwoodChristopher CreedJay Willcox+17 more	$3.58Bas of Aug 2026
Continuum Advisory, LLC	Steven McCartinJacqueline LakocyBrian Damiani+36 more	$1.91Bas of Mar 2026
Rw Investment Management LLC	Kimberly JaquesRaleigh VachekDevin Geddings+10 more	$1.73Bas of Mar 2026
Sherman Portfolios	Daniel PinkertonRonald Glendening	$1.56Bas of Sep 2026
Pinkerton Wealth Partners	Daniel PinkertonRonald GlendeningPolly Stoecklein+16 more	$1.44Bas of Sep 2026
Aspen Capital Management, LLC	Lavea ThomasTaj PereiraMike Mers+7 more	$1.34Bas of Feb 2026
Inspire Advisors, LLC	William WoodyardKeith ChandlerDavid Zumbusch+72 more	$1.33Bas of Sep 2026
American Independent Securities Group, LLC	Suanne JonesKevin AndrewsFrederick Ostermeyer+44 more	$986.3Mas of Mar 2026
Summit Wealth and Retirement Partners	Scott TerryDonald McCloskeyRobert Cucchiaro+4 more	$978.1Mas of Mar 2026
Mountain Pacific Investment Advisers, LLC	William PalumboBruce ReederMatthew Lindstrom+2 more	$933.7Mas of Mar 2026
Darwin Ventures, LLC	—	$908Mas of Mar 2026
Teleo Capital Management LLC	—	$894.1Mas of Mar 2026
Perspective Wealth Partners, LLC	Hannah WeaverJames BaileyTravis Schaat+5 more	$843.9Mas of Feb 2026
Helmstar Wealth Management	Robb SchoberBenjamin BoettcherJoseph Piscione+4 more	$785.6Mas of Mar 2026
Hedonova Advisors LLC	—	$643.2Mas of Nov 2024
Legacy Wealth Management, LLC	Anthony PerezMichael DunlapJohn Lane+42 more	$629Mas of May 2026
Freedom Fiduciaries LLC	—	$584.6Mas of Aug 2026
Berkeley, Inc	Paul WhiteJon HendricksonMegan Parrish	$573.9Mas of Feb 2026
Onyx Financial Advisors, LLC	Cody DanielsJonathan PetersenOrrin Cellan+4 more	$506.4Mas of Feb 2026
Wood Tarver Financial	Nathan TarverDavid TarverAmanda Writer+2 more	$489Mas of Apr 2026
Hrc Wealth Management, LLC	Jerald LewisChristopher WalkerEric Kiblen+4 more	$487.4Mas of Mar 2026
Db Fitzpatrick	—	$487Mas of Mar 2026
Sand Creek Capital, LLC	Robert ParkinsonWarren CordingleyMark Minarik+7 more	$471.2Mas of Jul 2026
Tumwater Wealth Management, LLC	Benjamin WarrenOwen QuastChristopher Hersh	$406.6Mas of Aug 2026
Arcadia Investment Advisors, LLC	Richard TeutschHoward TeutschTrevor Teutsch	$345.8Mas of Feb 2026
Treasure Valley Financial Planning	Eugene DelarosaDavid MorrisonKendell Frye+5 more	$336Mas of Sep 2026
American Capital Advisory, LLC	Huntley DavenportMatthew CullenRenee Faltings+4 more	$334.4Mas of Mar 2026
Br Wealth Management	Brooke RamstadTheodore ArmstrongBrian Randolph+2 more	$328.8Mas of Apr 2026
Next Level Wealth Planning, LLC	Jacob McCarneyMichael AboussieBrandon Richins+2 more	$322.7Mas of Mar 2026
Siddhi Capital, LLC	—	$303.7Mas of Sep 2026
Ancorato	Michael Pond	$283.7Mas of Aug 2026
Elite Financial, Inc.	Ryan Skinner	$274.2Mas of Apr 2026
Doceo Wealth, LLC	Reuben MasonJulie Cassatt-OlsenTravis Higgins+3 more	$274Mas of Mar 2026
Hawke Financial Group	Jason HawkeGreg Bitter	$269.6Mas of Apr 2026
Echelon Group	Nolan KingJacob Ramirez	$265.2Mas of Jun 2026
Profits Plus Capital Management, LLC	—	$258.1Mas of Apr 2026
Figure 8 Investment Strategies LLC	Lisa CooperMatthew HollandsTravis Stright+1 more	$233.4Mas of Mar 2026
Scratch Capital	Derek JonesJustin LuntAndrew Lunt+1 more	$230.1Mas of Mar 2026
Arrien Investments, Inc.	Alex HansenKevin ArrienAndressa Warn+1 more	$226.6Mas of Feb 2026
Pacific Peak Advisors, LLC	Sean KovichRobin Robertson	$223.7Mas of Jun 2026
Pgp Advisors, LLC	—	$222.8Mas of Mar 2026
Sky-Mountain Capital Management	Thomas NelsonAmanda Coleman	$210.6Mas of Feb 2026
Enduring Wealth Management, LLC	Gregory Rice	$205Mas of Sep 2026
Desert Rose Capital Management, Inc.	James RippelSteven LifgrenBo Brower+9 more	$192.1Mas of Mar 2026
Five Pine Wealth	Benjamin HolzhauserJeremy MorrisHunter Schertz	$191.8Mas of Feb 2026
Pacific Value, LLC	Mark FredbackScott FergusonEric Fredback	$190Mas of Mar 2026
Journey Retirement Planning and Investment Management, LLC	Jennifer LandonJordan AndersonPaul McHugh+2 more	$187.3Mas of Jun 2026

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