Top 10 financial advisor firms in Idaho

39 SEC-registered financial advisor firms are headquartered in Idaho, with $35.9B in combined regulatory assets under management. The largest by assets are The Caprock Group ($12.5B), Venturi Wealth Management ($3.58B) and Continuum Advisory ($1.91B).

39
Financial advisor firms: $35.9B
Their combined AUM: $336M
Median firm AUM: 11,650
Clients of the top 10

The 10 largest by assets

1
The Caprock Group
RIA
$12.5B
Up to 1.00% a year
2
Venturi Wealth Management
RIA
$3.58B
Regulatory AUM
3
Continuum Advisory
RIA
$1.91B
Regulatory AUM
4
RW Investment Management
RIA
$1.73B
0.50% to 1.13% a year
5
Pinkerton Wealth
RIA
$1.44B
Up to 2.00% a year
6
Aspen Capital Management
RIA
$1.34B
0.35% to 1.00% a year
7
Inspire Advisors
RIA
$1.33B
Regulatory AUM
8
Summit Wealth & Retirement Planning
RIA
$978M
1.00% to 1.00% a year
9
Mountain Pacific Investment Advisers
RIA
$934M
0.50% to 1.00% a year
10
Perspective Wealth Partners
RIA
$844M
0.15% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

The Caprock Group

The Caprock Group is an investment adviser based in Boise, ID, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $12.5 billion, as filed on 7 August 2026.

The Caprock Group charges up to 1.00% a year for its Investment Advisor Services.

Regulatory AUM: $12.5B
Clients: 436
Advisory staff: 38
Fee schedule: Up to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 800 West Main Street, Suite 1150, Boise, ID 83702
Phone: 208-368-9600
Website: caprock.com

No. 2 · RIA

Venturi Wealth Management

Venturi Wealth Management is an investment adviser based in Boise, ID, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $3.58 billion, as filed on 31 August 2026.

Regulatory AUM: $3.58B
Clients: 720
Advisory staff: 12
Custodians: Fidelity
Headquarters: 800 W Main Street, Suite 1150, Boise, ID 83702
Phone: 208-368-9600
Website: venturiwealthmanagement.com

No. 3 · RIA

Continuum Advisory

Continuum Advisory is an investment adviser based in Eagle, ID, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.91 billion, as filed on 30 March 2026.

Regulatory AUM: $1.91B
Clients: 3,461
Advisory staff: 32
Custodians: Charles Schwab, MTG
Headquarters: 873 E. State Street, Eagle, ID 83616
Phone: 208-417-1933

No. 4 · RIA

RW Investment Management

RW Investment Management is an investment adviser based in Eagle, ID, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.73 billion, as filed on 11 March 2026.

RW Investment Management charges 0.50%–1.125% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $1.73B
Clients: 796
Advisory staff: 12
Founded: 2014
Fee schedule: 0.50% to 1.13% a year
Custodians: Charles Schwab
Headquarters: 1028 S. Bridgeway Place, Suite 200, Eagle, ID 83616
Phone: 208-333-1433
Website: investrw.com

No. 5 · RIA

Pinkerton Wealth

Pinkerton Wealth is an investment adviser based in Coeur D'Alene, ID, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.44 billion, as filed on 18 September 2026.

Pinkerton Wealth charges up to 2.00% a year for its Asset Management Services.

Regulatory AUM: $1.44B
Clients: 1,262
Advisory staff: 16
Founded: 1987
Fee schedule: Up to 2.00% a year
Minimum account: $500,000
Custodians: Charles Schwab, Assetmark
Headquarters: 2000 John Loop, Coeur D'Alene, ID 83814
Phone: 800-634-2008

No. 6 · RIA

Aspen Capital Management

Aspen Capital Management is an investment adviser based in Boise, ID, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.34 billion, as filed on 24 February 2026.

Aspen Capital Management charges 0.35%–1.00% a year for its Advisory Service Agreement.

Regulatory AUM: $1.34B
Clients: 475
Advisory staff: 9
Founded: 2002
Fee schedule: 0.35% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 101 S Capitol BLVD, Suite 610, Boise, ID 83702
Phone: 208-345-0174
Website: aspencapitalmgmt.com

No. 7 · RIA

Inspire Advisors

Inspire Advisors is an investment adviser based in Meridian, ID, registered with the SEC since 2019. It provides investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $1.33 billion, as filed on 29 September 2026.

Regulatory AUM: $1.33B
Clients: 3,536
Advisory staff: 63
Custodians: Altruist, Charles Schwab
Headquarters: 3597 E Monarch Sky LN, Suite 330, Meridian, ID 83646
Phone: 877-859-6383
Website: inspireadvisors.com

No. 8 · RIA

Summit Wealth & Retirement Planning

Summit Wealth & Retirement Planning is an investment adviser based in Eagle, ID, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $978 million, as filed on 9 March 2026.

Summit Wealth & Retirement Planning charges 1.00% a year for its Investment Management.

Regulatory AUM: $978M
Clients: 354
Advisory staff: 7
Founded: 1987
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 435 E Shore Drive, Suite 220, Eagle, ID 83616
Phone: 925-927-1900
Website: summitwealthandretirement.com

No. 9 · RIA

Mountain Pacific Investment Advisers

Mountain Pacific Investment Advisers is an investment adviser based in Boise, ID, registered with the SEC since 1977. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $934 million, as filed on 5 March 2026.

Mountain Pacific Investment Advisers charges 0.50%–1.00% a year for its Standard Annual Fee Schedule.

Regulatory AUM: $934M
Clients: 319
Advisory staff: 5
Founded: 1973
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 877 West Main Street, Suite 704, Boise, ID 83702
Phone: 208-336-1422
Website: mountain-pacific.com

No. 10 · RIA

Perspective Wealth Partners

Perspective Wealth Partners is an investment adviser based in Boise, ID, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $844 million, as filed on 20 February 2026.

Perspective Wealth Partners charges 0.15%–1.00% a year for its Standard Fee Schedule.

Regulatory AUM: $844M
Clients: 291
Advisory staff: 8
Founded: 2006
Fee schedule: 0.15% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 121 N 9th Street, Suite 400, Boise, ID 83702
Phone: 208-429-0960
Website: perspectivewealth.com

Questions about financial advisors in Idaho

How many financial advisor firms are headquartered in Idaho?

39 SEC-registered financial advisor firms report their principal office in Idaho, managing $35.9B in regulatory assets between them. The other 13 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Idaho?

The Caprock Group, with $12.5B in regulatory assets under management on its latest Form ADV. The next largest are Venturi Wealth Management ($3.58B) and Continuum Advisory ($1.91B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Idaho?

The median firm manages $336M in regulatory assets. That is the midpoint of the 39 firms headquartered in Idaho.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Idaho charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Idaho?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Idaho has 39 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Idaho

Top financial advisor firms by city in Idaho