Top 10 fastest-growing RIAs in Idaho (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Inspire Advisors, LLC MERIDIAN	$835.3M → $1.33B	1.59× 1.2× typical	45 → 63	+13	Organic or recruited	Schwab	86.5
2	Sand Creek Capital, LLC REXBURG	$129.9M → $471.2M	3.63× 2.7× typical	2 → 10	0	Organic	LPL Financial	77.7
3	Pinkerton Wealth Partners COEUR D'ALENE	$1.02B → $1.44B	1.41× 1.1× typical	12 → 16	+5	Organic or recruited	Schwab	74.7
4	American Independent Securities Group, LLC EAGLE	$513.3M → $986.3M	1.92× 1.4× typical	33 → 49	0	Organic or recruited	–	71.2
5	Scratch Capital BOISE	$114.6M → $230.1M	2.01× 1.5× typical	3 → 4	0	Organic or recruited	Schwab	69.9
6	Legacy Wealth Management, LLC BOISE	$373.2M → $629M	1.69× 1.3× typical	16 → 39	-4	Organic or recruited	Schwab	68.4
7	Desert Rose Capital Management, Inc. MERIDIAN	$79.6M → $192.1M	2.41× 1.8× typical	8 → 10	-1	Organic	Schwab	68.0
8	Doceo Wealth, LLC MERIDIAN	$203.5M → $274M	1.35× 1.0× typical	4 → 6	+1	Organic or recruited	Schwab	67.2
9	Journey Retirement Planning and Investment Management, LLC AMMON	$127.3M → $187.3M	1.47× 1.1× typical	3 → 5	0	Organic	Schwab	62.0
10	Perspective Wealth Partners, LLC BOISE	$576.6M → $843.9M	1.46× 1.1× typical	5 → 8	0	Organic	Schwab	61.3

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
No firm pays to be listed or ranked. You're welcome to cite these lists. Please credit and link to Advicer.bio.

The fastest-growing RIAs in Idaho.

How we ranked