Top 4 financial advisor firms in Eagle

4 SEC-registered financial advisor firms are headquartered in Eagle, ID, with $4.96B in combined regulatory assets under management. The largest by assets are Continuum Advisory ($1.91B), RW Investment Management ($1.73B) and Summit Wealth & Retirement Planning ($978M).

4
Financial advisor firms: $4.96B
Their combined AUM: $1.35B
Median firm AUM: 4,891
Clients of the top 4

The 4 largest by assets

1
Continuum Advisory
RIA
$1.91B
Regulatory AUM
2
RW Investment Management
RIA
$1.73B
0.50% to 1.13% a year
3
Summit Wealth & Retirement Planning
RIA
$978M
1.00% to 1.00% a year
4
Arcadia Investment Advisors
RIA
$346M
Regulatory AUM

Profiles of the top 4

No. 1 · 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. 2 · 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. 3 · 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. 4 · RIA

Arcadia Investment Advisors

Arcadia Investment Advisors is an investment adviser based in Eagle, ID, registered with the SEC since 1999. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $346 million, as filed on 6 February 2026.

Regulatory AUM: $346M
Clients: 280
Advisory staff: 3
Founded: 1996
Custodians: Charles Schwab
Headquarters: 1028 S. Bridgeway Place, Suite 100, Eagle, ID 83616-6095
Phone: 208-342-7758
Website: arcadiaia.net

Questions about financial advisors in Eagle

How many financial advisor firms are headquartered in Eagle?

4 SEC-registered financial advisor firms report their principal office in Eagle, ID, managing $4.96B in regulatory assets between them. The other 1 adviser 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 Eagle?

Continuum Advisory, with $1.91B in regulatory assets under management on its latest Form ADV. The next largest are RW Investment Management ($1.73B) and Summit Wealth & Retirement Planning ($978M).

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

How large is a typical financial advisor firm in Eagle?

The median firm manages $1.35B in regulatory assets. That is the midpoint of the 4 firms headquartered in Eagle.

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

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

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

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