Top 10 Advisor Firms in Idaho by AUM
The largest public advisor firms headquartered in Idaho, ranked by reported assets under management.
Idaho
| # | Firm | AUM |
|---|---|---|
| 1 | THE CAPROCK GROUP, LLC Boise, ID | $12.5B |
| 2 | VENTURI PRIVATE WEALTH Boise, ID | $3.6B |
| 3 | CONTINUUM ADVISORY, LLC Eagle, ID | $1.9B |
| 4 | RW INVESTMENT MANAGEMENT LLC Eagle, ID | $1.7B |
| 5 | SHERMAN PORTFOLIOS Coeur D'Alene, ID | $1.6B |
| 6 | PINKERTON WEALTH PARTNERS Coeur D'Alene, ID | $1.4B |
| 7 | ASPEN CAPITAL MANAGEMENT, LLC Boise, ID | $1.3B |
| 8 | INSPIRE ADVISORS, LLC Meridian, ID | $1.3B |
| 9 | AMERICAN INDEPENDENT SECURITIES GROUP, LLC Eagle, ID | $986.3M |
| 10 | SUMMIT WEALTH AND RETIREMENT PARTNERS Eagle, ID | $978.1M |