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Start your Watchlist109 investment advisory firms are registered with a main office in Idaho, together advising $50B for 44,259 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Boise · SEC-registered
|
$12.5B | 436 | 67 | Clean |
| 2 |
Boise · SEC-registered
|
$4.7B | 32 | 9 | Clean |
| 3 |
Meridian · SEC-registered
|
$4.0B | 455 | 33 | Flagged |
| 4 |
Eagle · SEC-registered
|
$1.9B | 3,461 | 66 | Clean |
| 5 |
Eagle · SEC-registered
|
$1.7B | 796 | 20 | Clean |
| 6 |
Coeur D'Alene · SEC-registered
|
$1.6B | 6,652 | 15 | Clean |
| 7 |
Coeur D'Alene · SEC-registered
|
$1.4B | 1,262 | 49 | Clean |
| 8 |
Boise · SEC-registered
|
$1.3B | 475 | 12 | Clean |
| 9 |
Meridian · SEC-registered
|
$1.3B | 3,536 | 63 | Clean |
| 10 |
Eagle · SEC-registered
|
$986.3M | 4,385 | 49 | Flagged |
| 11 |
Eagle · SEC-registered
|
$978.1M | 354 | 12 | Clean |
| 12 |
Boise · SEC-registered
|
$933.7M | 319 | 6 | Clean |
| 13 |
Sandpoint · SEC-registered
|
$908.0M | 12 | 4 | Clean |
| 14 |
Boise · SEC-registered
|
$894.1M | 8 | 26 | Clean |
| 15 |
Boise · SEC-registered
|
$843.9M | 291 | 12 | Clean |
| 16 |
Boise · SEC-registered
|
$785.6M | 538 | 12 | Clean |
| 17 |
Post Falls · SEC-registered
|
$643.2M | 2,853 | 41 | Flagged |
| 18 |
Boise · SEC-registered
|
$629.0M | 3,416 | 39 | Flagged |
| 19 |
Boise · SEC-registered
|
$584.6M | 124 | 5 | Clean |
| 20 |
Boise · SEC-registered
|
$573.9M | 222 | 6 | Clean |
| 21 |
Idaho Falls · SEC-registered
|
$506.4M | 272 | 10 | Clean |
| 22 |
Boise · SEC-registered
|
$489.0M | 581 | 5 | Clean |
| 23 |
Moscow · SEC-registered
|
$487.4M | 878 | 8 | Flagged |
| 24 |
Boise · SEC-registered
|
$487.0M | 93 | 10 | Clean |
| 25 |
Rexburg · SEC-registered
|
$471.2M | 988 | 10 | Clean |
| 26 |
Boise · SEC-registered
|
$406.6M | 310 | 4 | Clean |
| 27 |
Eagle · SEC-registered
|
$345.8M | 280 | 6 | Clean |
| 28 |
Ketchum · SEC-registered
|
$334.4M | 384 | 7 | Clean |
| 29 |
Boise · SEC-registered
|
$328.8M | 348 | 7 | Clean |
| 30 |
Meridian · SEC-registered
|
$322.7M | 572 | 5 | Clean |
| 31 |
Meridian · SEC-registered
|
$303.7M | 11 | 13 | Clean |
| 32 |
Boise · SEC-registered
|
$283.7M | 6 | 18 | Flagged |
| 33 |
Lewiston · SEC-registered
|
$274.2M | 439 | 1 | Clean |
| 34 |
Meridian · SEC-registered
|
$274.0M | 301 | 7 | Flagged |
| 35 |
Meridian · SEC-registered
|
$269.6M | 571 | 2 | Flagged |
| 36 |
Boise · SEC-registered
|
$265.2M | 115 | 5 | Clean |
| 37 |
Nampa · SEC-registered
|
$258.1M | 1 | 1 | Clean |
| 38 |
Boise · SEC-registered
|
$233.4M | 176 | 7 | Clean |
| 39 |
Boise · SEC-registered
|
$230.1M | 162 | 4 | Clean |
| 40 |
Boise · SEC-registered
|
$226.6M | 449 | 5 | Clean |
| 41 |
Ketchum · SEC-registered
|
$223.7M | 186 | 2 | Clean |
| 42 |
Ketchum · SEC-registered
|
$222.8M | 1 | 10 | Clean |
| 43 |
Ketchum · SEC-registered
|
$210.6M | 141 | 2 | Clean |
| 44 |
Meridian · SEC-registered
|
$192.1M | 735 | 22 | Flagged |
| 45 |
Coeur D'Alene · SEC-registered
|
$191.8M | 350 | 3 | Clean |
| 46 |
Boise · SEC-registered
|
$190.0M | 169 | 4 | Clean |
| 47 |
Ammon · SEC-registered
|
$187.3M | 637 | 8 | Flagged |
| 48 |
Meridian · SEC-registered
|
$181.4M | 172 | 1 | Clean |
| 49 |
Victor · SEC-registered
|
$174.2M | 24 | 2 | Clean |
| 50 |
Ketchum · SEC-registered
|
$160.0M | 60 | 1 | Clean |
| 51 |
Sandpoint · SEC-registered
|
$120.7M | 104 | 2 | Flagged |
| 52 |
Meridian · State-registered
|
$109.3M | 360 | 3 | Clean |
| 53 |
Boise · State-registered
|
$106.5M | 88 | 3 | Clean |
| 54 |
Boise · State-registered
|
$104.9M | 91 | 1 | Clean |
| 55 |
Ketchum · State-registered
|
$104.5M | 3 | 2 | Clean |
| 56 |
Idaho Falls · State-registered
|
$102.6M | 106 | 1 | Clean |
| 57 |
Idaho Falls · State-registered
|
$90.2M | 452 | 3 | Clean |
| 58 |
Coeur D'Alene · State-registered
|
$79.6M | 133 | 5 | Clean |
| 59 |
Idaho Falls · State-registered
|
$77.8M | 121 | 2 | Clean |
| 60 |
Driggs · State-registered
|
$77.2M | 34 | 1 | Clean |
| 61 |
Boise · State-registered
|
$74.6M | 420 | 1 | Flagged |
| 62 |
Pocatello · State-registered
|
$72.7M | 425 | 4 | Clean |
| 63 |
Caldwell · State-registered
|
$71.9M | 177 | 1 | Clean |
| 64 |
Boise · State-registered
|
$61.2M | 154 | 1 | Clean |
| 65 |
Boise · State-registered
|
$58.7M | 115 | 4 | Clean |
| 66 |
Meridian · State-registered
|
$58.3M | 146 | 2 | Clean |
| 67 |
Eagle · State-registered
|
$57.1M | 23 | 1 | Clean |
| 68 |
Idaho Falls · State-registered
|
$56.8M | 106 | 1 | Flagged |
| 69 |
Eagle · State-registered
|
$54.0M | 76 | 1 | Clean |
| 70 |
Ammon · State-registered
|
$53.6M | 281 | 3 | Clean |
| 71 |
Eagle · State-registered
|
$50.9M | 13 | 5 | Clean |
| 72 |
Boise · State-registered
|
$49.0M | 82 | 1 | Clean |
| 73 |
Ketchum · State-registered
|
$46.4M | 39 | 2 | Clean |
| 74 |
Boise · State-registered
|
$43.9M | 91 | 2 | Clean |
| 75 |
Idaho Falls · State-registered
|
$40.5M | 220 | 1 | Clean |
| 76 |
Boise · State-registered
|
$32.5M | 44 | 1 | Clean |
| 77 |
Boise · State-registered
|
$32.0M | 84 | 2 | Clean |
| 78 |
Eagle · State-registered
|
$29.5M | 96 | 1 | Clean |
| 79 |
Eagle · State-registered
|
$27.0M | 29 | 1 | Clean |
| 80 |
Twin Falls · State-registered
|
$22.5M | 61 | 3 | Clean |
| 81 |
Coeur D'Alene · State-registered
|
$21.1M | - | 1 | Clean |
| 82 |
Boise · State-registered
|
$17.7M | 39 | 1 | Clean |
| 83 |
Sandpoint · State-registered
|
$17.4M | 28 | 1 | Flagged |
| 84 |
Boise · State-registered
|
$16.7M | 59 | 2 | Clean |
| 85 |
Driggs · State-registered
|
$13.4M | 8 | 1 | Clean |
| 86 |
Idaho Falls · State-registered
|
$12.8M | 158 | 1 | Clean |
| 87 |
Boise · State-registered
|
$12.8M | 51 | 1 | Clean |
| 88 |
Idaho Falls · State-registered
|
$9.1M | 13 | 2 | Clean |
| 89 |
Meridian · State-registered
|
$6.0M | 46 | 1 | Clean |
| 90 |
Boise · State-registered
|
$304K | - | 1 | Clean |
| 91 |
Ammon · State-registered
|
- | 480 | 5 | Clean |
| 92 |
Boise · State-registered
|
- | - | 4 | Clean |
| 93 |
Idaho Falls · State-registered
|
- | - | 4 | Clean |
| 94 |
Star · State-registered
|
- | - | 1 | Clean |
| 95 |
Boise · State-registered
|
- | - | 0 | Clean |
| 96 |
Boise · State-registered
|
- | - | 1 | Clean |
| 97 |
Coeur D'Alene · State-registered
|
- | - | 0 | Clean |
| 98 |
Eagle · State-registered
|
- | 101 | 1 | Clean |
| 99 |
Eagle · State-registered
|
- | 2 | 1 | Clean |
| 100 |
Ketchum · State-registered
|
- | - | 1 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Idaho by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.