Company lists · Data refreshed September 2026

Top 18 Asset management consulting firms based in Boise, United States

Name: Asset management consulting firms based in Boise, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 38 companies tracked

RevenueBase identified 38 company matches for asset management consulting firms associated with Boise, United States as of September 2026 and tracks 247 professional contacts across them, including 91 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Boise has 38.

This list covers company matches for asset management consulting firms associated with Boise, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

38Companies

247Contacts tracked

91Verified emails

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The 18 largest asset management consulting firms based in Boise, United States

Ranked by team size

Top 18 of 38 company matches for asset management consulting firms based in Boise, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Ascent Capital Group	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	51-200	57 contacts →
	Exact match “Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Legacy Wealth Management	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	11-50	40 contacts →
	Exact match “Independent Registered Investment Advisor” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Aspen Capital Management	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	15 contacts →
	Exact match “Aspen Capital Management is a fully independent, fee-only Registered Investment Advisor specializing in financial planning and disciplined, long-term investment management…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Echelon Group	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	10 contacts →
	Exact match “Echelon Group Inc.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Harmon Smith Financial Group	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	11-50	8 contacts →
	Exact match “Our holistic approach to financial planning benefits our client’s present and future goals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Financial Planning Services, LLC	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	7 contacts →
	Exact match “Founded in 1978, our focus has always been on helping clients realize their goals and dreams.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Figure 8 Investment Strategies	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “Figure 8 is an independent Registered Investment Advisory firm founded in 2016 and based in Boise, Idaho, with an additional office in Portland, Oregon.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Verdi Wealth Management	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “We have been helping individuals, families, and institutions reach their financial goals for almost 30 years.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Pinnacle Portfolio Advisors, LLC	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “We’re a boutique Registered Investment Adviser (RIA) specializing in custom portfolio design, income strategies, and tax-sensitive investing.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Capital Financial Solutions, LLC	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Our firm is committed to helping people pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Ascent Retirement Advisors	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “3(38) Fiduciary Advisors on Company 401k Plans, Individual Retirement Accounts, Municipal and Corporate Cash Management, and fixed investment strategies for individuals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Tumwater Wealth Management	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “The Tumwater Canyon is a river canyon in the state of Washington near where Ben Warren spent his childhood.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Mcconnell Financial Advisors	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Countless years spent in an industry that too often excludes women inspired Renee McConnell to create a space where they are empowered.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Scratch Capital	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Scratch Capital is a registered investment advisor (RIA) which provides comprehensive wealth management to business owners, high net worth individuals, corporate executives, and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Tadman Financial	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Most of our clients spend their lives focused on a career and raising a family.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Inspire Wealth Partners	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Inspire Wealth Partners is an independent, wealth management firm dedicated to helping individuals and families optimize the financial situation they’ve worked so hard to create.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Harmonic Investment Advisors	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Harmonic investment advisors is a boutique, independent, employee owned investment advisor based in boise idaho.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	GEM State Investment Advisors	Exact match	Boise, ID, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “The company provides Investment advisory and financial planning services to individuals, families and non-profit organizations.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 18 of 38 asset management consulting firms based in Boise, United States

See the full list, filter by size, metro and specialty, and access 91 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Boise, United States at a glance

As of Sep 14, 2026

36.8%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Boise, so it is reported there. Company counts and contact totals on this page are exact for Boise, over 38 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Boise, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 91 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Boise, United States?

RevenueBase identified 38 company matches for asset management consulting firms associated with Boise, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Ascent Capital Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Boise has 38.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 91 professional contacts with verified work emails tracked across these 38 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.