Investment advisers in Boise, ID
21 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| The Caprock Group, LLC | $12.48 billion | 67 | 0 |
| Clearwater Advisors, LLC | $4.65 billion | 9 | 0 |
| Venturi Private Wealth | $3.58 billion | 28 | 0 |
| Aspen Capital Management, LLC | $1.34 billion | 12 | 0 |
| Mountain Pacific Investment Advisers, LLC | $933.7 million | 6 | 0 |
| Teleo Capital Management LLC | $894.1 million | 26 | 0 |
| Perspective Wealth Partners, LLC | $843.9 million | 12 | 0 |
| Helmstar Wealth Management | $785.6 million | 12 | 0 |
| Legacy Wealth Management, LLC | $629.0 million | 39 | 1 |
| Freedom Fiduciaries LLC | $584.6 million | 5 | 0 |
| Berkeley, Inc | $573.9 million | 6 | 0 |
| Wood Tarver Financial | $489.0 million | 5 | 0 |
| Db Fitzpatrick | $487.0 million | 10 | 0 |
| Tumwater Wealth Management, LLC | $406.6 million | 5 | 0 |
| Br Wealth Management | $328.8 million | 7 | 0 |
| Ancorato | $283.7 million | 18 | 1 |
| Echelon Group | $265.2 million | 5 | 0 |
| Figure 8 Investment Strategies LLC | $233.4 million | 7 | 0 |
| Scratch Capital | $230.1 million | 4 | 0 |
| Arrien Investments, Inc. | $226.6 million | 5 | 0 |
| Pacific Value, LLC | $190.0 million | 4 | 0 |