Newly registered investment advisers in Idaho
No adviser firm in Idaho had a first registration approved in the last 30 days; 5 in the last 90 days and 20 in the last 12 months. Data date 2026-11-13. National list, last 90 days.
Approved in the last 30 days
None in this window. The 12-month list below shows how often firms are approved here.
The paid lists
The 0 above are the last 30 days in Idaho, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?
USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.
Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)
The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.
Earlier in the last 12 months (20)
| Firm | City | Segment | Approved |
|---|---|---|---|
| BLUEJAY ADVISOR | Lewiston | State-registered | 2026-10-14 |
| EAGLE FINANCIAL PLANNING | Eagle | State-registered | 2026-09-28 |
| ARGONAUT CAPITAL VENTURES LLC | — | Exempt reporting | 2026-09-18 |
| KOINOS FINANCIAL | — | State-registered | 2026-08-21 |
| STONEWELL FINANCIAL MANAGEMENT LLC | — | State-registered | 2026-08-21 |
| HOEVEN WEALTH | — | State-registered | 2026-08-10 |
| MADRONE FINANCIAL PLANNING | — | State-registered | 2026-07-10 |
| FIRST ASCENT PLANNING LLC | — | State-registered | 2026-07-08 |
| HAN FINANCIAL CONSULTING LLC | — | State-registered | 2026-07-08 |
| FIRESIDE ADVISORS, LLC | Kerrville | Exempt reporting | 2026-06-16 |
| VERIFY WEALTH | — | State-registered | 2026-06-15 |
| JOSKI FINANCIAL | Star | State-registered | 2026-06-02 |
| TREASURE VALLEY FINANCIAL PLANNING | Meridian | SEC-registered | 2026-05-21 |
| PROFITS PLUS CAPITAL MANAGEMENT, LLC | Nampa | SEC-registered | 2026-05-08 |
| IBIS CAPITAL | — | State-registered | 2026-05-06 |
| WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC | Sandpoint | SEC-registered | 2026-04-27 |
| CARPENTER CAPITAL MANAGEMENT LLC | — | Exempt reporting | 2025-12-23 |
| 10000 ACRES GROUP, LLC | — | Exempt reporting | 2025-12-19 |
| COOPER NORMAN WEALTH, LLC | Idaho Falls | State-registered | 2025-11-24 |
| HAZLETT WEALTH MANAGEMENT LLC | Ketchum | SEC-registered | 2025-11-19 |
Reading the list
Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.