Top 10 financial advisor firms in Boise

15 SEC-registered financial advisor firms are headquartered in Boise, ID, with $23.3B in combined regulatory assets under management. The largest by assets are The Caprock Group ($12.5B), Venturi Wealth Management ($3.58B) and Aspen Capital Management ($1.34B).

15
Financial advisor firms: $23.3B
Their combined AUM: $574M
Median firm AUM: 7,308
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
Aspen Capital Management
RIA
$1.34B
0.35% to 1.00% a year
4
Mountain Pacific Investment Advisers
RIA
$934M
0.50% to 1.00% a year
5
Perspective Wealth Partners
RIA
$844M
0.15% to 1.00% a year
6
The Helmstar Group
RIA
$786M
0.15% to 1.00% a year
7
Legacy Wealth Management
RIA
$629M
Up to 2.50% a year
8
Berkeley
RIA
$574M
0.35% to 0.90% a year
9
Wood Tarver Financial Group
RIA
$489M
Regulatory AUM
10
Tumwater Wealth Management
RIA
$407M
Up to 1.20% 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

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. 4 · 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. 5 · 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

No. 6 · RIA

The Helmstar Group

The Helmstar Group is an investment adviser based in Boise, ID, registered with the SEC since 2016. 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 $786 million, as filed on 27 March 2026.

The Helmstar Group charges 0.15%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $786M
Clients: 538
Advisory staff: 8
Founded: 2007
Fee schedule: 0.15% to 1.00% a year
Custodians: SEI Investments Distribution
Headquarters: 250 South 5th Street, Suite 600, Boise, ID 83702
Phone: 208-429-0800
Website: helmstargroup.com

No. 7 · RIA

Legacy Wealth Management

Legacy Wealth Management is an investment adviser based in Boise, ID, registered with the SEC since 2018. 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 $629 million, as filed on 13 May 2026.

Legacy Wealth Management charges up to 2.50% a year for its Portfolio Management Services.

Regulatory AUM: $629M
Clients: 3,416
Advisory staff: 39
Fee schedule: Up to 2.50% a year
Custodians: Charles Schwab
Headquarters: 13965 W. Chinden BLVD., Suite 100, Boise, ID 83713
Phone: 208-955-0500
Website: legacywealthmg.com

No. 8 · RIA

Berkeley

Berkeley 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, individual clients, and corporations and other businesses. Its regulatory assets under management total $574 million, as filed on 25 February 2026.

Berkeley charges 0.35%–0.90% a year for its Investment Advisory Agreement.

Regulatory AUM: $574M
Clients: 222
Advisory staff: 3
Founded: 1996
Fee schedule: 0.35% to 0.90% a year
Custodians: Charles Schwab
Headquarters: 3778 Plantation River Drive, Suite 102, Boise, ID 83703
Phone: 208-853-6980
Website: berkeleyinc.com

No. 9 · RIA

Wood Tarver Financial Group

Wood Tarver Financial Group is an investment adviser based in Boise, ID, registered with the SEC since 2018. 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 $489 million, as filed on 1 April 2026.

Regulatory AUM: $489M
Clients: 581
Advisory staff: 2
Founded: 2018
Custodians: Charles Schwab
Headquarters: 3232 E Barber Valley Drive, Boise, ID 83716
Phone: 208-343-2001
Website: woodtarverfinancial.com

No. 10 · RIA

Tumwater Wealth Management

Tumwater Wealth Management is an investment adviser based in Boise, ID, registered with the SEC since 2020. 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 $407 million, as filed on 11 August 2026.

Tumwater Wealth Management charges up to 1.20% a year for its Portfolio Management.

Regulatory AUM: $407M
Clients: 310
Advisory staff: 3
Fee schedule: Up to 1.20% a year
Custodians: Charles Schwab
Headquarters: 110 W Main St, Boise, ID 83702
Phone: 208-314-2114
Website: tumwaterwealth.com

Questions about financial advisors in Boise

How many financial advisor firms are headquartered in Boise?

15 SEC-registered financial advisor firms report their principal office in Boise, ID, managing $23.3B in regulatory assets between them. The other 6 advisers headquartered in the city 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 Boise?

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 Aspen Capital Management ($1.34B).

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

How large is a typical financial advisor firm in Boise?

The median firm manages $574M in regulatory assets. That is the midpoint of the 15 firms headquartered in Boise.

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

How much do financial advisors in Boise charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 2.50% 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 Boise?

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 city 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 city.

Source: Niva directory methodology

Boise has 15 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Boise

Top financial advisor firms in other Idaho cities