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RIAs by state · SEC data as of October 1, 2026

RIAs in Idaho

The SEC-registered investment advisers based in Idaho, what they manage, and the largest independent wealth managers.

Idaho is home to 42 wealth-focused RIAs managing $39B, 37th of 51 states and DC. The largest is The Caprock Group, LLC in Boise, with $12B.

Wealth-focused RIAs
42
37th of 51
Their assets
$39B
36th of 51
$1B+ firms
8
Median $376M
All SEC RIAs
53
777 employees

Largest independent wealth managers in Idaho

Largest independent wealth managers headquartered in Idaho
#FirmHeadquartersRegulatory AUMIndividual clientsEmployees
1The Caprock Group, LLCSEC recordBoise$12B42067
2Venturi Private WealthSEC recordBoise$3.6B68728
3Continuum Advisory, LLCSEC recordEagle$1.9B3,34466
4RW Investment Management LLCSEC recordEagle$1.7B75820
5Pinkerton Wealth PartnersSEC recordCoeur D'alene$1.4B1,23349
6Aspen Capital Management, LLCSEC recordBoise$1.3B44312
7Summit Wealth and Retirement PartnersSEC recordEagle$978M34612
8Mountain Pacific Investment Advisers, LLCSEC recordBoise$934M2906
9Perspective Wealth Partners, LLCSEC recordBoise$844M27312
10Helmstar Wealth ManagementSEC recordBoise$786M52312
11Legacy Wealth Management, LLCSEC recordBoise$629M3,26939
12Berkeley, IncSEC recordBoise$574M2176
13Onyx Financial Advisors, LLCSEC recordIdaho Falls$506M26510
14Wood Tarver FinancialSEC recordBoise$489M5755
15HRC Wealth Management, LLCSEC recordMoscow$487M8788

Ranked by regulatory assets under management on each firm’s latest Form ADV. Excludes broker-dealers’ advisory arms and managed-account platforms. Nationally: the 100 largest RIAs.

Questions

How many RIAs are there in Idaho?

53 SEC-registered investment advisers have their main office in Idaho, and 42 of them are wealth-focused, managing at least half of their assets for individuals and high-net-worth clients. That ranks Idaho 37th of 51 states and DC, according to Financial ADVSR’s count of SEC data as of October 1, 2026.

What is the largest RIA in Idaho?

The Caprock Group, LLC, based in Boise, is the largest independent wealth manager headquartered in Idaho, with $12B in regulatory assets under management and 420 individual clients on its latest Form ADV.

How much do Idaho RIAs manage?

Wealth-focused RIAs based in Idaho report $39B in regulatory assets under management, 36th among the states. 8 of them manage $1 billion or more; the median manages $376M.

How we built this

The SEC publishes a list of every registered investment adviser, drawn from each firm’s Form ADV. We used the list current through October 1, 2026, kept the 16,943 advisers the SEC shows as approved, and placed each in the state of its main office; 14,641 are based in the United States. Regulatory assets under management come from Item 5.F, client counts from Item 5.D.

Wealth-focused RIAs manage at least half of their assets for individuals and high-net-worth clients, the same test as our RIA Custody Tracker; there are 8,130 in the US. Rankings and each state’s largest-firms list show independent wealth managers only: wealth-focused firms that offer financial planning, are not themselves broker-dealers, and hold less than half their assets in wrap programs they sponsor or manage. That leaves out wirehouse and broker-dealer advisory arms and managed-account platforms, which still count in each state’s totals.

What it doesn’t show

  • State-registered advisers, most of which manage less than $100 million, register with their state regulator and aren’t in SEC data.
  • A firm counts only in its main office state, though many have offices in several.
  • Figures are as of each adviser’s latest annual Form ADV update, usually its December 31 fiscal year-end, so they lag recent deals.
  • Firms that file under more than one registration (an RIA and a separate institutional arm, for example) appear as separate advisers.

The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.

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