Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN 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 RIAsWM $20B Modera Wealth Management Launches AI Operating Platform
AtlasFinancial ADVSR
Open free

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

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 1178
    The Caprock Group, LLCBoise, ID · 436 clientsWealth manager
    Fidelity 58%Schwab 42%
    $12B
  2. 2203
    Clearwater Advisors, LLCBoise, ID · 32 clientsAsset manager
    U.S. Bancorp Investments 75%BNY 25%
    $4.7B
  3. 2427
    Inspire Investing, LLCMeridian, ID · 455 clientsAsset managerHybrid
    Goldman Sachs 58%Schwab 42%
    $4.0B
  4. 2561
    Venturi Private WealthBoise, ID · 720 clientsWealth manager
    Fidelity 100%
    $3.6B
  5. 3741
    Continuum Advisory, LLCEagle, ID · 3,461 clientsWealth managerHybrid
    Schwab 100%
    $1.9B
  6. 3940
    RW Investment Management LLCEagle, ID · 796 clientsWealth manager
    Schwab 100%
    $1.7B
  7. 4166
    Sherman PortfoliosCoeur D'alene, ID · 6,652 clientsWealth manager
    No custodian reported
    $1.6B
  8. 4371
    Pinkerton Wealth PartnersCoeur D'alene, ID · 1,262 clientsWealth managerHybrid
    Schwab 99%
    $1.4B
  9. 4584
    Aspen Capital Management, LLCBoise, ID · 475 clientsWealth manager
    Schwab 100%
    $1.3B
  10. 4591
    Inspire Advisors, LLCMeridian, ID · 3,536 clientsWealth manager
    Schwab 87%
    $1.3B
  11. 5423
    American Independent Securities Group, LLCEagle, ID · 4,385 clientsBroker-dealer firmHybridAmerican Independent Securities Group, LLC
    RBC 72%Assetmark 28%
    $986M
  12. 5448
    Summit Wealth and Retirement PartnersEagle, ID · 354 clientsWealth managerHybrid
    Schwab 100%
    $978M
  13. 5572
    Mountain Pacific Investment Advisers, LLCBoise, ID · 319 clientsWealth manager
    Schwab 100%
    $934M
  14. 5678
    Darwin Ventures, LLCSandpoint, ID · 12 clientsPrivate fund adviser
    No custodian reported
    $908M
  15. 5726
    Teleo Capital Management LLCBoise, ID · 8 clientsPrivate fund adviser
    No custodian reported
    $894M
  16. 5917
    Perspective Wealth Partners, LLCBoise, ID · 291 clientsWealth manager
    Schwab 89%
    $844M
  17. 6166
    Helmstar Wealth ManagementBoise, ID · 538 clientsWealth manager
    SEI 100%
    $786M
  18. 6844
    Hedonova Advisors LLCPost Falls, ID · 2,853 clientsPrivate fund adviserHybrid
    No custodian reported
    $643M
  19. 6926
    Legacy Wealth Management, LLCBoise, ID · 3,416 clientsWealth manager
    Schwab 100%
    $629M
  20. 7197
    Freedom Fiduciaries LLCBoise, ID · 124 clientsAsset manager
    Empower 62%Voya 38%
    $585M
  21. 7267
    Berkeley, IncBoise, ID · 222 clientsWealth manager
    Schwab 100%
    $574M
  22. 7779
    Onyx Financial Advisors, LLCIdaho Falls, ID · 272 clientsWealth manager
    Fidelity 100%
    $506M
  23. 7922
    Wood Tarver FinancialBoise, ID · 581 clientsWealth manager
    Schwab 100%
    $489M
  24. 7934
    HRC Wealth Management, LLCMoscow, ID · 878 clientsWealth managerHybrid
    Schwab 100%
    $487M
  25. 7941
    DB FitzpatrickBoise, ID · 93 clientsAsset manager
    BNY 41%Schwab 31%
    $487M
  26. 8073
    Sand Creek Capital, LLCRexburg, ID · 988 clientsWealth managerHybrid
    LPL Financial 47%Fidelity 27%Schwab 26%
    $471M
  27. 8714
    Tumwater Wealth Management, LLCBoise, ID · 310 clientsWealth manager
    Schwab 100%
    $407M
  28. 9463
    Arcadia Investment Advisors, LLCEagle, ID · 280 clientsWealth manager
    Schwab 100%
    $346M
  29. 9611
    Treasure Valley Financial PlanningMeridian, ID · 541 clientsWealth manager
    Schwab 100%
    $336M
  30. 9640
    American Capital Advisory, LLCKetchum, ID · 384 clientsWealth manager
    Schwab 100%
    $334M
  31. 9730
    BR Wealth ManagementBoise, ID · 348 clientsWealth managerHybrid
    Schwab 100%
    $329M
  32. 9804
    Next Level Wealth Planning, LLCMeridian, ID · 572 clientsWealth manager
    Raymond James 89%
    $323M
  33. 10108
    Siddhi Capital, LLCMeridian, ID · 11 clientsPrivate fund adviser
    No custodian reported
    $304M
  34. 10457
    AncoratoBoise, ID · 6 clientsAsset manager
    Schwab 100%
    $284M
  35. 10630
    Elite Financial, Inc.Lewiston, ID · 439 clientsWealth manager
    Schwab 90%
    $274M
  36. 10637
    Doceo Wealth, LLCMeridian, ID · 301 clientsWealth manager
    Schwab 100%
    $274M
  37. 10713
    Hawke Financial GroupMeridian, ID · 571 clientsWealth managerHybrid
    Schwab 100%
    $270M
  38. 10781
    Echelon GroupBoise, ID · 115 clientsAsset managerHybrid
    Schwab 100%
    $265M
  39. 10917
    Profits Plus Capital Management, LLCNampa, ID · 1 clientsPrivate fund adviser
    No custodian reported
    $258M
  40. 11446
    Figure 8 Investment Strategies LLCBoise, ID · 176 clientsWealth manager
    Schwab 100%
    $233M

RIAs by state