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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
54 firms manage $52B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1The Caprock Group, LLCBoise, ID | ID | $12B | +23% | 436 | $29M | 38 | Fidelity; Charles Schwab | – | |
| 2Clearwater Advisors, LLCBoise, ID | ID | $4.7B | +2.8% | 32 | $145M | 5 | U.S. Bancorp Investments; BNY | – | |
| 3Inspire Investing, LLCMeridian, ID | ID | $4.0B | +39% | 455 | $9M | 4 | Goldman Sachs; Charles Schwab | CFD Investments | |
| 4Venturi Private WealthBoise, ID | ID | $3.6B | +13% | 720 | $5M | 12 | Fidelity | – | |
| 5Continuum Advisory, LLCEagle, ID | ID | $1.9B | +35% | 3,461 | $551K | 32 | Charles Schwab; Betterment | Osaic |
49 more firms match this screen.
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