Adviser Record

Investment advisers in ID

53 SEC-registered firms · $51.59 billion in regulatory assets · 11 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
American Capital Advisory, LLCKetchum$334.4 million0
American Independent Securities Group, LLCEagle$986.3 million1
AncoratoBoise$283.7 million1
Arcadia Investment Advisors, LLCEagle$345.8 million0
Arrien Investments, Inc.Boise$226.6 million0
Aspen Capital Management, LLCBoise$1.34 billion0
Berkeley, IncBoise$573.9 million0
Br Wealth ManagementBoise$328.8 million0
Clearwater Advisors, LLCBoise$4.65 billion0
Continuum Advisory, LLCEagle$1.91 billion0
Darwin Ventures, LLCSandpoint$908.0 million0
Db FitzpatrickBoise$487.0 million0
Desert Rose Capital Management, Inc.Meridian$192.1 million1
Doceo Wealth, LLCMeridian$274.0 million5
Echelon GroupBoise$265.2 million0
Elite Financial, Inc.Lewiston$274.2 million0
Enduring Wealth Management, LLCMeridian$181.4 million0
Figure 8 Investment Strategies LLCBoise$233.4 million0
Five Pine WealthCoeur D'alene$191.8 million0
Freedom Fiduciaries LLCBoise$584.6 million0
Hawke Financial GroupMeridian$269.6 million4
Hazlett Wealth Management LLCKetchum$160.0 million0
Hedonova Advisors LLCPost Falls$643.2 million1
Helmstar Wealth ManagementBoise$785.6 million0
Hrc Wealth Management, LLCMoscow$487.4 million1
Inspire Advisors, LLCMeridian$1.33 billion0
Inspire Investing, LLCMeridian$3.96 billion4
Journey Retirement Planning and Investment Management, LLCAmmon$187.3 million2
Legacy Wealth Management, LLCBoise$629.0 million1
Mountain Pacific Investment Advisers, LLCBoise$933.7 million0
Next Level Wealth Planning, LLCMeridian$322.7 million0
Onyx Financial Advisors, LLCIdaho Falls$506.4 million0
Pacific Peak Advisors, LLCKetchum$223.7 million0
Pacific Value, LLCBoise$190.0 million0
Perspective Wealth Partners, LLCBoise$843.9 million0
Pgp Advisors, LLCKetchum$222.8 million0
Pinkerton Wealth PartnersCoeur D'alene$1.44 billion0
Profits Plus Capital Management, LLCNampa$258.1 million0
Rockhill Advisors LLCVictor$174.2 million0
Rw Investment Management LLCEagle$1.73 billion0
Sand Creek Capital, LLCRexburg$471.2 million0
Scratch CapitalBoise$230.1 million0
Sherman PortfoliosCoeur D'alene$1.56 billion0
Siddhi Capital, LLCMeridian$303.7 million0
Sky-mountain Capital ManagementKetchum$210.6 million0
Summit Wealth and Retirement PartnersEagle$978.1 million0
Teleo Capital Management LLCBoise$894.1 million0
The Caprock Group, LLCBoise$12.48 billion0
Treasure Valley Financial PlanningMeridian$00
Tumwater Wealth Management, LLCBoise$406.6 million0
Venturi Private WealthBoise$3.58 billion0
Williams and Schiller Wealth Management, LLCSandpoint$120.7 million2
Wood Tarver FinancialBoise$489.0 million0