DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Firms
SEC-registered investment advisers
One row per CRD, from the adviser’s latest Form ADV. The class is a rule over Item 5.D (where the RAUM sits) and Item 7.A (related broker-dealer or bank); the wirehouses and national broker-dealers are a short curated list. Advisors is the count of representatives IAPD registers through the firm today, which is not the same as the firm’s own Item 5.B answer.
| Firm | HQ | Class | RAUM | Private clients | Advisors | RAUM / advisor | Offices | Private funds |
|---|---|---|---|---|---|---|---|---|
| The Caprock Group, LLC CRD 124272 | Boise, ID | independent RIA | $12B | 91% | 49 | $255M | 11 | 0 |
| Clearwater Advisors, LLC CRD 116865 | Boise, ID | other | $4.7B | 1.7% | 6 | $775M | 2 | 0 |
| Inspire Investing, LLC CRD 171988 | Meridian, ID | asset manager | $4.0B | 2.0% | 12 | $330M | 3 | 0 |
| V•••••• P•••••• W••••• CRD 169576 | Boise, ID | independent RIA | $3.6B | 85% | 20 | $179M | 2 | 11 |
| C•••••••• A•••••••• L•• CRD 283155 | Eagle, ID | independent RIA | $1.9B | 95% | 40 | $47.7M | 17 | 0 |
| R• I••••••••• M••••••••• L•• CRD 282707 | Eagle, ID | independent RIA | $1.7B | 85% | 13 | $133M | 0 | 0 |
| S•••••• P••••••••• CRD 322728 | Coeur D'Alene, ID | independent RIA | $1.6B | 100% | 2 | $779M | 0 | 0 |
| P•••••••• W••••• P••••••• CRD 120973 | Coeur D'Alene, ID | independent RIA | $1.4B | 91% | 19 | $75.7M | 7 | 0 |
| A•••• C•••••• M••••••••• L•• CRD 119050 | Boise, ID | independent RIA | $1.3B | 91% | 10 | $134M | 0 | 0 |
| I•••••• A•••••••• L•• CRD 300279 | Meridian, ID | independent RIA | $1.3B | 99% | 76 | $17.5M | 25 | 0 |
| A••••••• I••••••••• S••••••••• G••••• L•• CRD 135288 | Eagle, ID | independent RIA | $986M | 98% | 47 | $21.0M | 36 | 0 |
| S••••• W••••• A•• R••••••••• P••••••• CRD 285972 | Eagle, ID | independent RIA | $978M | 99% | 7 | $140M | 4 | 0 |
| M••••••• P•••••• I••••••••• A•••••••• L•• CRD 104749 | Boise, ID | independent RIA | $934M | 89% | 5 | $187M | 0 | 0 |
| D••••• V•••••••• L•• CRD 157665 | Sandpoint, ID | asset manager | $908M | 0.0% | 0 | n/a | 0 | 12 |
| T•••• C•••••• M••••••••• L•• CRD 307203 | Boise, ID | asset manager | $894M | 0.0% | 0 | n/a | 1 | 8 |
| P••••••••• W••••• P•••••••• L•• CRD 140330 | Boise, ID | independent RIA | $844M | 99% | 8 | $105M | 0 | 0 |
| H••••••• W••••• M••••••••• CRD 145074 | Boise, ID | independent RIA | $786M | 97% | 7 | $112M | 0 | 0 |
| H••••••• A••••••• L•• CRD 324941 | Post Falls, ID | independent RIA | $643M | 60% | 0 | n/a | 5 | 1 |
| L••••• W••••• M••••••••• L•• CRD 174767 | Boise, ID | independent RIA | $629M | 97% | 56 | $11.2M | 21 | 0 |
| F•••••• F••••••••• L•• CRD 323673 | Boise, ID | institutional | $585M | 0.8% | 3 | $195M | 0 | 0 |
| B•••••••• I•• CRD 117667 | Boise, ID | independent RIA | $574M | 98% | 4 | $143M | 0 | 0 |
| O••• F•••••••• A•••••••• L•• CRD 134881 | Idaho Falls, ID | independent RIA | $506M | 98% | 7 | $72.3M | 0 | 0 |
| W••• T••••• F•••••••• CRD 298793 | Boise, ID | independent RIA | $489M | 94% | 5 | $97.8M | 0 | 0 |
| H•• W••••• M••••••••• L•• CRD 117212 | Moscow, ID | independent RIA | $487M | 100% | 7 | $69.6M | 0 | 0 |
| D• F••••••••• CRD 105671 | Boise, ID | mixed wealth | $487M | 22% | 1 | $487M | 0 | 0 |
| S••• C•••• C••••••• L•• CRD 326719 | Rexburg, ID | independent RIA | $471M | 80% | 10 | $47.1M | 6 | 0 |
| T••••••• W••••• M••••••••• L•• CRD 300443 | Boise, ID | independent RIA | $407M | 79% | 3 | $136M | 0 | 0 |
| A•••••• I••••••••• A•••••••• L•• CRD 109590 | Eagle, ID | independent RIA | $346M | 95% | 3 | $115M | 1 | 0 |
| T••••••• V••••• F•••••••• P••••••• CRD 341732 | Meridian, ID | independent RIA | $336M | 100% | 8 | $42.0M | 0 | 0 |
| A••••••• C•••••• A•••••••• L•• CRD 141944 | Ketchum, ID | independent RIA | $334M | 91% | 7 | $47.8M | 1 | 1 |
| B• W••••• M••••••••• CRD 307546 | Boise, ID | independent RIA | $329M | 97% | 5 | $65.8M | 0 | 0 |
| N••• L•••• W••••• P•••••••• L•• CRD 327644 | Meridian, ID | independent RIA | $323M | 100% | 5 | $64.5M | 0 | 0 |
| S••••• C••••••• L•• CRD 314493 | Meridian, ID | asset manager | $304M | 0.0% | 0 | n/a | 5 | 11 |
| A••••••• CRD 322695 | Boise, ID | asset manager | $284M | 0.0% | 8 | $35.5M | 0 | 0 |
| E•••• F••••••••• I••• CRD 286667 | Lewiston, ID | independent RIA | $274M | 100% | 1 | $274M | 0 | 0 |
| D•••• W•••••• L•• CRD 310415 | Meridian, ID | independent RIA | $274M | 90% | 6 | $45.7M | 0 | 0 |
| H•••• F•••••••• G•••• CRD 301733 | Meridian, ID | independent RIA | $270M | 88% | 2 | $135M | 0 | 0 |
| E•••••• G•••• CRD 333195 | Boise, ID | other | $265M | 20% | 5 | $53.0M | 0 | 0 |
| P•••••• P••• C•••••• M••••••••• L•• CRD 118294 | Nampa, ID | asset manager | $258M | 0.0% | 0 | n/a | 0 | 1 |
| F••••• 8• I••••••••• S••••••••• L•• CRD 282973 | Boise, ID | independent RIA | $233M | 93% | 4 | $58.3M | 1 | 0 |
| S•••••• C•••••• CRD 318835 | Boise, ID | independent RIA | $230M | 91% | 4 | $57.5M | 0 | 0 |
| A••••• I••••••••• I••• CRD 321819 | Boise, ID | independent RIA | $227M | 99% | 4 | $56.6M | 0 | 0 |
| P•••••• P••• A•••••••• L•• CRD 326711 | Ketchum, ID | independent RIA | $224M | 95% | 2 | $112M | 0 | 0 |
| P•• A•••••••• L•• CRD 172611 | Ketchum, ID | asset manager | $223M | 0.0% | 0 | n/a | 1 | 1 |
| S••••••••• C•••••• M••••••••• CRD 312915 | Ketchum, ID | independent RIA | $211M | 100% | 2 | $105M | 0 | 0 |
| E••••••• W••••• M••••••••• L•• CRD 337527 | Meridian, ID | independent RIA | $205M | 100% | 1 | $205M | 0 | 0 |
| D••••• R••• C•••••• M••••••••• I••• CRD 154331 | Meridian, ID | independent RIA | $192M | 63% | 12 | $16.0M | 7 | 1 |
| F••• P••• W••••• CRD 317657 | Coeur D'Alene, ID | independent RIA | $192M | 98% | 3 | $63.9M | 0 | 0 |
| P•••••• V••••• L•• CRD 147086 | Boise, ID | independent RIA | $190M | 82% | 3 | $63.3M | 0 | 0 |
| J•••••• R••••••••• P••••••• A•• I••••••••• M••••••••• L•• CRD 315237 | Ammon, ID | independent RIA | $187M | 100% | 5 | $37.5M | 0 | 0 |
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53 advisers match.