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Largest SEC-Registered Investment Advisors (RIAs) in Idaho

Largest SEC-Registered Investment Advisors (RIAs) in Idaho

As of July 2024, per latest ADV filings

1. THE CAPROCK GROUP, LLC

Assets Under Management: $6,921,595,153

Client Accounts:  317

2. CLEARWATER ADVISORS, LLC

Assets Under Management: $3,797,719,931

Client Accounts:  78

3. INSPIRE INVESTING, LLC

Assets Under Management: $2,562,233,803

Client Accounts:  470

4. MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

Assets Under Management: $1,931,996,135

Client Accounts:  801

5. RW INVESTMENT MANAGEMENT LLC

Assets Under Management: $1,380,795,719

Client Accounts:  2,334

6. CONTINUUM ADVISORY, LLC

Assets Under Management: $1,292,188,582

Client Accounts:  2,953

7. PETSO FINANCIAL CONSULTANTS LLC

Assets Under Management: $1,192,508,634

Client Accounts:  3,863

8. FIDUCIARY SERVICES LLC

Assets Under Management: $1,087,310,961

Client Accounts:  50

9. PINKERTON RETIREMENT SPECIALISTS, LLC

Assets Under Management: $1,021,901,030

Client Accounts:  4,141

10. ASPEN CAPITAL MANAGEMENT, LLC

Assets Under Management: $1,010,000,000

Client Accounts:  1,424

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