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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

54 firms manage $52 billionIdaho

Open in the Atlas screener

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  1. 11522
    Scratch CapitalBoise, ID · 162 clientsWealth manager
    Schwab 100%
    $230M
  2. 11609
    Arrien Investments, Inc.Boise, ID · 449 clientsWealth manager
    Pershing 100%
    $227M
  3. 11682
    Pacific Peak Advisors, LLCKetchum, ID · 186 clientsWealth managerHybrid
    Fidelity 100%
    $224M
  4. 11696
    PGP Advisors, LLCKetchum, ID · 1 clientsPrivate fund adviser
    No custodian reported
    $223M
  5. 11989
    Sky-Mountain Capital ManagementKetchum, ID · 141 clientsWealth manager
    Fidelity 100%
    $211M
  6. 12112
    Enduring Wealth Management, LLCMeridian, ID · 173 clientsWealth managerHybrid
    Raymond James 100%
    $205M
  7. 12440
    Desert Rose Capital Management, Inc.Meridian, ID · 735 clientsWealth manager
    Schwab 100%
    $192M
  8. 12450
    Five Pine WealthCoeur D'alene, ID · 350 clientsWealth manager
    Schwab 86%
    $192M
  9. 12497
    Pacific Value, LLCBoise, ID · 169 clientsWealth manager
    No custodian reported
    $190M
  10. 12570
    Journey Retirement Planning and Investment Management, LLCAmmon, ID · 637 clientsWealth manager
    Schwab 100%
    $187M
  11. 12949
    Rockhill Advisors LLCVictor, ID · 24 clientsWealth manager
    Schwab 100%
    $174M
  12. 13363
    Hazlett Wealth Management LLCKetchum, ID · 60 clientsWealth manager
    No custodian reported
    $160M
  13. 14692
    Williams and Schiller Wealth Management, LLCSandpoint, ID · 104 clientsWealth manager
    Schwab 100%
    $121M
  14. 17050
    Clearwater Financial PlanningLewiston, IDAsset manager
    No custodian reported
    $0

RIAs by state