Company lists · Data refreshed September 2026
Top 17 Family office advisors based in Boise, United States
RevenueBase identified 31 company matches for family office advisors associated with Boise, United States as of September 2026 and tracks 370 professional contacts across them, including 152 with verified work emails. Across the United States, New York is the largest hub for this category (646 companies); Boise has 31.
This list covers company matches for family office advisors 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 20, 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.
The 17 largest family office advisors based in Boise, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 84 contacts → | ||||
Exact match “Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 66 contacts → | ||||
Exact match “Founded in 1994 by brothers Daniel Prohaska and Thomas Prohaska, Idaho Trust Bank offers personal banking, private banking, and business banking, as well as personalized wealth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 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 20, 2026 · View company records in RevenueBase | |||||
| 4 | 40 contacts → | ||||
Exact match “Independent Registered Investment Advisor” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 15 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “Clearwater Advisors was founded by treasury and investment professionals who understand treasury needs and who have a unique perspective and understanding of risk.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “Echelon Group Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 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 20, 2026 · View company records in RevenueBase | |||||
| 9 | 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 20, 2026 · View company records in RevenueBase | |||||
| 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 20, 2026 · View company records in RevenueBase | |||||
| 11 | 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 20, 2026 · View company records in RevenueBase | |||||
| 12 | 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 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Sewall Bond, operates in the private investment field for the family” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Family office for investments in funds and companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 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 20, 2026 · View company records in RevenueBase | |||||
| 16 | 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 20, 2026 · View company records in RevenueBase | |||||
| 17 | 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 20, 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 “family office advisors”. 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 17 of 31 family office advisors based in Boise, United States
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Family office advisors based in Boise, United States at a glance
As of Sep 20, 2026Companies by employee count
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 31 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 “family office advisors” 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 152 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 20, 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.
Family office advisors by metro in the United States
- Family office advisors in New York646
- Family office advisors in Atlanta252
- Family office advisors in Dallas252
- Family office advisors in Houston239
- Family office advisors in Chicago233
- Family office advisors in Miami215
- Family office advisors in San Diego196
- Family office advisors in San Francisco177
- Family office advisors in Austin176
- Family office advisors in Boston159
- Family office advisors in Scottsdale158
- Family office advisors in Los Angeles151
- Family office advisors in Charlotte147
- Family office advisors in Denver146
- Family office advisors in Tampa125
- Family office advisors in Newport Beach105
- Family office advisors in Cincinnati102
- Family office advisors in Portland100
- Family office advisors in Seattle96
- Family office advisors in Boca Raton92
- Family office advisors in Irvine92
- Family office advisors in Indianapolis86
- Family office advisors in Overland Park86
- Family office advisors in Phoenix86
- Family office advisors in Minneapolis84
- Family office advisors in Raleigh81
- Family office advisors in Columbus78
- Family office advisors in Bellevue76
- Family office advisors in St. Louis75
- Family office advisors in Birmingham74
- Family office advisors in San Antonio73
- Family office advisors in Omaha71
- Family office advisors in Pittsburgh71
- Family office advisors in Fort Worth70
- Family office advisors in Columbia68
- Family office advisors in Las Vegas66
- Family office advisors in Washington65
- Family office advisors in Grand Rapids63
- Family office advisors in Salt Lake City63
- Family office advisors in Sarasota62
- Family office advisors in Wilmington62
- Family office advisors in Greenville61
- Family office advisors in Nashville61
- Family office advisors in Greenwood Village59
- Family office advisors in Jacksonville59
- Family office advisors in Naples59
- Family office advisors in Richmond59
- Family office advisors in Rochester59
- Family office advisors in Orlando58
- Family office advisors in Coral Gables57
- Family office advisors in Madison57
- Family office advisors in Louisville56
- Family office advisors in Pasadena54
- Family office advisors in Colorado Springs53
- Family office advisors in Fort Lauderdale53
- Family office advisors in Cleveland52
- Family office advisors in Memphis49
- Family office advisors in Springfield49
- Family office advisors in Plano48
- Family office advisors in Troy48
- Family office advisors in Tulsa48
- Family office advisors in Walnut Creek48
- Family office advisors in Lexington46
- Family office advisors in Philadelphia45
- Family office advisors in Tucson42
- Family office advisors in Frisco41
- Family office advisors in Alpharetta39
- Family office advisors in Baton Rouge39
- Family office advisors in Charleston39
- Family office advisors in Knoxville39
- Family office advisors in Lake Oswego39
- Family office advisors in Westlake Village39
- Family office advisors in Beverly Hills38
- Family office advisors in Franklin38
- Family office advisors in Melville38
- Family office advisors in Oklahoma City38
- Family office advisors in Mclean37
- Family office advisors in Santa Barbara37
- Family office advisors in Bethesda36
- Family office advisors in Boulder36
- Family office advisors in The Woodlands36
- Family office advisors in Greensboro35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach35
- Family office advisors in Englewood34
- Family office advisors in Roseville34
- Family office advisors in Fort Collins33
- Family office advisors in Kansas City33
- Family office advisors in Lafayette33
- Family office advisors in Bloomington32
- Family office advisors in Brentwood32
- Family office advisors in Buffalo32
- Family office advisors in Red Bank32
- Family office advisors in West Des Moines32
- Family office advisors in Annapolis31
- Family office advisors in Chattanooga31
- Family office advisors in Lincoln31
- Family office advisors in Little Rock31
- Family office advisors in Westport31
- Family office advisors in Fort Wayne30
- Family office advisors in Minnetonka30
- Family office advisors in Sacramento30
- Family office advisors in Wichita30
- Family office advisors in Princeton29
- Family office advisors in Reston29
- Family office advisors in Stamford29
- Family office advisors in Wayne29
- Family office advisors in West Chester29
- Family office advisors in Ann Arbor28
- Family office advisors in Baltimore28
- Family office advisors in Jackson28
- Family office advisors in Northbrook28
- Family office advisors in West Palm Beach28
- Family office advisors in Woodbury28
- Family office advisors in Carmel27
- Family office advisors in Honolulu27
- Family office advisors in Naperville27
- Family office advisors in Pittsford27
- Family office advisors in Rockville27
- Family office advisors in San Ramon27
- Family office advisors in Alexandria26
- Family office advisors in Chesterfield26
- Family office advisors in Littleton26
- Family office advisors in Portsmouth26
- Family office advisors in Tempe26
- Family office advisors in Vienna26
- Family office advisors in Bloomfield Hills25
- Family office advisors in Carlsbad25
- Family office advisors in Edina25
- Family office advisors in La Jolla25
- Family office advisors in Marietta25
- Family office advisors in Providence25
- Family office advisors in Reno25
- Family office advisors in Southfield25
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 “family office advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office advisors are there based in Boise, United States?
RevenueBase identified 31 company matches for family office advisors 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?
Caprock 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 family office advisors?
New York leads the United States with 646 company records, followed by Atlanta (252) and Dallas (252). Boise has 31.
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 152 professional contacts with verified work emails tracked across these 31 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 31 family office advisors based in Boise, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office advisors by geography
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- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
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.
More company lists
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Company intelligence · public preview
Top 17 family office advisors based in Boise, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 31 matching company records for family office advisors based in Boise, United States, with 370 tracked contacts and 152 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 family office advisors based in Boise, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Caprockcaprock.comHQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 84 contacts → |
“Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Idaho Trust Bankidahotrust.com HQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 66 contacts → |
“Founded in 1994 by brothers Daniel Prohaska and Thomas Prohaska, Idaho Trust Bank offers personal banking, private banking, and business banking, as well as personalized wealth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ascent Capital Groupascentcapitalgrp.comHQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 57 contacts → |
“Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Legacy Wealth Managementlegacywealthmg.comHQ: Boise, ID, United StatesReported employees: 11-50 | Boise, ID, United States | 11-50 | Exact match | 40 contacts → |
“Independent Registered Investment Advisor” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ahrens Deangeli LAW Group LLPadlawgroup.com HQ: Boise, ID, United StatesReported employees: 11-50 | Boise, ID, United States | 11-50 | Exact match | 15 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  Clearwater Advisors, LLCclearwateradvisors.comHQ: Boise, ID, United StatesReported employees: 11-50 | Boise, ID, United States | 11-50 | Exact match | 11 contacts → |
“Clearwater Advisors was founded by treasury and investment professionals who understand treasury needs and who have a unique perspective and understanding of risk.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Echelon Groupechelongroup.comHQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 10 contacts → |
“Echelon Group Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Financial Planning Services, LLCfps4u.comHQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 7 contacts → |
“Founded in 1978, our focus has always been on helping clients realize their goals and dreams.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Verdi Wealth Managementverdiwealthplanning.comHQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 5 contacts → |
“We have been helping individuals, families, and institutions reach their financial goals for almost 30 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Pinnacle Portfolio Advisors, LLCpinnacleportfolio.comHQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 4 contacts → |
“We’re a boutique Registered Investment Adviser (RIA) specializing in custom portfolio design, income strategies, and tax-sensitive investing.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Tumwater Wealth Managementtumwaterwealth.comHQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 3 contacts → |
“The Tumwater Canyon is a river canyon in the state of Washington near where Ben Warren spent his childhood.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Scratch Capitalscratch-capital.comHQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 3 contacts → |
“Scratch Capital is a registered investment advisor (RIA) which provides comprehensive wealth management to business owners, high net worth individuals, corporate executives, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sewall Bond, Lllpsewall.net HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 2 contacts → |
“Sewall Bond, operates in the private investment field for the family” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Persistence Holdings, LLCpersistence.io HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 1 contacts → |
“Family office for investments in funds and companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Inspire Wealth Partnersinspirewealthpartners.comHQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 1 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Harmonic Investment Advisorsharmonicadvisors.comHQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 1 contacts → |
“Harmonic investment advisors is a boutique, independent, employee owned investment advisor based in boise idaho.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | GEM State Investment Advisorsgemstateadvisors.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 1 contacts → |
“The company provides Investment advisory and financial planning services to individuals, families and non-profit organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 31 company matches
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Family office advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 31 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office advisors by metro in the United States
- Family office advisors in New York646
- Family office advisors in Atlanta252
- Family office advisors in Dallas252
- Family office advisors in Houston239
- Family office advisors in Chicago233
- Family office advisors in Miami215
- Family office advisors in San Diego196
- Family office advisors in San Francisco177
- Family office advisors in Austin176
- Family office advisors in Boston159
- Family office advisors in Scottsdale158
- Family office advisors in Los Angeles151
- Family office advisors in Charlotte147
- Family office advisors in Denver146
- Family office advisors in Tampa125
- Family office advisors in Newport Beach105
- Family office advisors in Cincinnati102
- Family office advisors in Portland100
- Family office advisors in Seattle96
- Family office advisors in Boca Raton92
- Family office advisors in Irvine92
- Family office advisors in Indianapolis86
- Family office advisors in Overland Park86
- Family office advisors in Phoenix86
- Family office advisors in Minneapolis84
- Family office advisors in Raleigh81
- Family office advisors in Columbus78
- Family office advisors in Bellevue76
- Family office advisors in St. Louis75
- Family office advisors in Birmingham74
- Family office advisors in San Antonio73
- Family office advisors in Omaha71
- Family office advisors in Pittsburgh71
- Family office advisors in Fort Worth70
- Family office advisors in Columbia68
- Family office advisors in Las Vegas66
- Family office advisors in Washington65
- Family office advisors in Grand Rapids63
- Family office advisors in Salt Lake City63
- Family office advisors in Sarasota62
- Family office advisors in Wilmington62
- Family office advisors in Greenville61
- Family office advisors in Nashville61
- Family office advisors in Greenwood Village59
- Family office advisors in Jacksonville59
- Family office advisors in Naples59
- Family office advisors in Richmond59
- Family office advisors in Rochester59
- Family office advisors in Orlando58
- Family office advisors in Coral Gables57
- Family office advisors in Madison57
- Family office advisors in Louisville56
- Family office advisors in Pasadena54
- Family office advisors in Colorado Springs53
- Family office advisors in Fort Lauderdale53
- Family office advisors in Cleveland52
- Family office advisors in Memphis49
- Family office advisors in Springfield49
- Family office advisors in Plano48
- Family office advisors in Troy48
- Family office advisors in Tulsa48
- Family office advisors in Walnut Creek48
- Family office advisors in Lexington46
- Family office advisors in Philadelphia45
- Family office advisors in Tucson42
- Family office advisors in Frisco41
- Family office advisors in Alpharetta39
- Family office advisors in Baton Rouge39
- Family office advisors in Charleston39
- Family office advisors in Knoxville39
- Family office advisors in Lake Oswego39
- Family office advisors in Westlake Village39
- Family office advisors in Beverly Hills38
- Family office advisors in Franklin38
- Family office advisors in Melville38
- Family office advisors in Oklahoma City38
- Family office advisors in Mclean37
- Family office advisors in Santa Barbara37
- Family office advisors in Bethesda36
- Family office advisors in Boulder36
- Family office advisors in The Woodlands36
- Family office advisors in Greensboro35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach35
- Family office advisors in Englewood34
- Family office advisors in Roseville34
- Family office advisors in Fort Collins33
- Family office advisors in Kansas City33
- Family office advisors in Lafayette33
- Family office advisors in Bloomington32
- Family office advisors in Brentwood32
- Family office advisors in Buffalo32
- Family office advisors in Red Bank32
- Family office advisors in West Des Moines32
- Family office advisors in Annapolis31
- Family office advisors in Chattanooga31
- Family office advisors in Lincoln31
- Family office advisors in Little Rock31
- Family office advisors in Westport31
- Family office advisors in Fort Wayne30
- Family office advisors in Minnetonka30
- Family office advisors in Sacramento30
- Family office advisors in Wichita30
- Family office advisors in Princeton29
- Family office advisors in Reston29
- Family office advisors in Stamford29
- Family office advisors in Wayne29
- Family office advisors in West Chester29
- Family office advisors in Ann Arbor28
- Family office advisors in Baltimore28
- Family office advisors in Jackson28
- Family office advisors in Northbrook28
- Family office advisors in West Palm Beach28
- Family office advisors in Woodbury28
- Family office advisors in Carmel27
- Family office advisors in Honolulu27
- Family office advisors in Naperville27
- Family office advisors in Pittsford27
- Family office advisors in Rockville27
- Family office advisors in San Ramon27
- Family office advisors in Alexandria26
- Family office advisors in Chesterfield26
- Family office advisors in Littleton26
- Family office advisors in Portsmouth26
- Family office advisors in Tempe26
- Family office advisors in Vienna26
- Family office advisors in Bloomfield Hills25
- Family office advisors in Carlsbad25
- Family office advisors in Edina25
- Family office advisors in La Jolla25
- Family office advisors in Marietta25
- Family office advisors in Providence25
- Family office advisors in Reno25
- Family office advisors in Southfield25
Questions about this company list
What does Exact match mean for family office advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office advisors did RevenueBase find based in Boise, United States?
The saved snapshot records 31 matching company records, 370 tracked contacts and 152 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 17 family office advisors based in Boise, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/boise.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
Company intelligence · public preview
Top 17 family office advisors based in Boise, United States
RevenueBase records 31 matching company records for family office advisors based in Boise, United States, with 370 tracked contacts and 152 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 family office advisors based in Boise, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Caprockcaprock.com HQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 84 contacts → |
“Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Idaho Trust Bankidahotrust.com HQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 66 contacts → |
“Founded in 1994 by brothers Daniel Prohaska and Thomas Prohaska, Idaho Trust Bank offers personal banking, private banking, and business banking, as well as personalized wealth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ascent Capital Groupascentcapitalgrp.com HQ: Boise, ID, United StatesReported employees: 51-200 | Boise, ID, United States | 51-200 | Exact match | 57 contacts → |
“Ascent Capital is a financial services firm that specializes in creative financial planning, including college planning, business owner solutions, retirement planning and estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Legacy Wealth Managementlegacywealthmg.com HQ: Boise, ID, United StatesReported employees: 11-50 | Boise, ID, United States | 11-50 | Exact match | 40 contacts → |
“Independent Registered Investment Advisor” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ahrens Deangeli LAW Group LLPadlawgroup.com HQ: Boise, ID, United StatesReported employees: 11-50 | Boise, ID, United States | 11-50 | Exact match | 15 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Clearwater Advisors, LLCclearwateradvisors.com HQ: Boise, ID, United StatesReported employees: 11-50 | Boise, ID, United States | 11-50 | Exact match | 11 contacts → |
“Clearwater Advisors was founded by treasury and investment professionals who understand treasury needs and who have a unique perspective and understanding of risk.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Echelon Groupechelongroup.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 10 contacts → |
“Echelon Group Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Financial Planning Services, LLCfps4u.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 7 contacts → |
“Founded in 1978, our focus has always been on helping clients realize their goals and dreams.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Verdi Wealth Managementverdiwealthplanning.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 5 contacts → |
“We have been helping individuals, families, and institutions reach their financial goals for almost 30 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Pinnacle Portfolio Advisors, LLCpinnacleportfolio.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 4 contacts → |
“We’re a boutique Registered Investment Adviser (RIA) specializing in custom portfolio design, income strategies, and tax-sensitive investing.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tumwater Wealth Managementtumwaterwealth.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 3 contacts → |
“The Tumwater Canyon is a river canyon in the state of Washington near where Ben Warren spent his childhood.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Scratch Capitalscratch-capital.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 3 contacts → |
“Scratch Capital is a registered investment advisor (RIA) which provides comprehensive wealth management to business owners, high net worth individuals, corporate executives, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sewall Bond, Lllpsewall.net HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 2 contacts → |
“Sewall Bond, operates in the private investment field for the family” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Persistence Holdings, LLCpersistence.io HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 1 contacts → |
“Family office for investments in funds and companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Inspire Wealth Partnersinspirewealthpartners.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 1 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Harmonic Investment Advisorsharmonicadvisors.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 1 contacts → |
“Harmonic investment advisors is a boutique, independent, employee owned investment advisor based in boise idaho.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | GEM State Investment Advisorsgemstateadvisors.com HQ: Boise, ID, United StatesReported employees: 1-10 | Boise, ID, United States | 1-10 | Exact match | 1 contacts → |
“The company provides Investment advisory and financial planning services to individuals, families and non-profit organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 31 company matches
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Family office advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
31 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 31 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office advisors by metro in the United States
- Family office advisors in New York646
- Family office advisors in Atlanta252
- Family office advisors in Dallas252
- Family office advisors in Houston239
- Family office advisors in Chicago233
- Family office advisors in Miami215
- Family office advisors in San Diego196
- Family office advisors in San Francisco177
- Family office advisors in Austin176
- Family office advisors in Boston159
- Family office advisors in Scottsdale158
- Family office advisors in Los Angeles151
- Family office advisors in Charlotte147
- Family office advisors in Denver146
- Family office advisors in Tampa125
- Family office advisors in Newport Beach105
- Family office advisors in Cincinnati102
- Family office advisors in Portland100
- Family office advisors in Seattle96
- Family office advisors in Boca Raton92
- Family office advisors in Irvine92
- Family office advisors in Indianapolis86
- Family office advisors in Overland Park86
- Family office advisors in Phoenix86
- Family office advisors in Minneapolis84
- Family office advisors in Raleigh81
- Family office advisors in Columbus78
- Family office advisors in Bellevue76
- Family office advisors in St. Louis75
- Family office advisors in Birmingham74
- Family office advisors in San Antonio73
- Family office advisors in Omaha71
- Family office advisors in Pittsburgh71
- Family office advisors in Fort Worth70
- Family office advisors in Columbia68
- Family office advisors in Las Vegas66
- Family office advisors in Washington65
- Family office advisors in Grand Rapids63
- Family office advisors in Salt Lake City63
- Family office advisors in Sarasota62
- Family office advisors in Wilmington62
- Family office advisors in Greenville61
- Family office advisors in Nashville61
- Family office advisors in Greenwood Village59
- Family office advisors in Jacksonville59
- Family office advisors in Naples59
- Family office advisors in Richmond59
- Family office advisors in Rochester59
- Family office advisors in Orlando58
- Family office advisors in Coral Gables57
- Family office advisors in Madison57
- Family office advisors in Louisville56
- Family office advisors in Pasadena54
- Family office advisors in Colorado Springs53
- Family office advisors in Fort Lauderdale53
- Family office advisors in Cleveland52
- Family office advisors in Memphis49
- Family office advisors in Springfield49
- Family office advisors in Plano48
- Family office advisors in Troy48
- Family office advisors in Tulsa48
- Family office advisors in Walnut Creek48
- Family office advisors in Lexington46
- Family office advisors in Philadelphia45
- Family office advisors in Tucson42
- Family office advisors in Frisco41
- Family office advisors in Alpharetta39
- Family office advisors in Baton Rouge39
- Family office advisors in Charleston39
- Family office advisors in Knoxville39
- Family office advisors in Lake Oswego39
- Family office advisors in Westlake Village39
- Family office advisors in Beverly Hills38
- Family office advisors in Franklin38
- Family office advisors in Melville38
- Family office advisors in Oklahoma City38
- Family office advisors in Mclean37
- Family office advisors in Santa Barbara37
- Family office advisors in Bethesda36
- Family office advisors in Boulder36
- Family office advisors in The Woodlands36
- Family office advisors in Greensboro35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach35
- Family office advisors in Englewood34
- Family office advisors in Roseville34
- Family office advisors in Fort Collins33
- Family office advisors in Kansas City33
- Family office advisors in Lafayette33
- Family office advisors in Bloomington32
- Family office advisors in Brentwood32
- Family office advisors in Buffalo32
- Family office advisors in Red Bank32
- Family office advisors in West Des Moines32
- Family office advisors in Annapolis31
- Family office advisors in Chattanooga31
- Family office advisors in Lincoln31
- Family office advisors in Little Rock31
- Family office advisors in Westport31
- Family office advisors in Fort Wayne30
- Family office advisors in Minnetonka30
- Family office advisors in Sacramento30
- Family office advisors in Wichita30
- Family office advisors in Princeton29
- Family office advisors in Reston29
- Family office advisors in Stamford29
- Family office advisors in Wayne29
- Family office advisors in West Chester29
- Family office advisors in Ann Arbor28
- Family office advisors in Baltimore28
- Family office advisors in Jackson28
- Family office advisors in Northbrook28
- Family office advisors in West Palm Beach28
- Family office advisors in Woodbury28
- Family office advisors in Carmel27
- Family office advisors in Honolulu27
- Family office advisors in Naperville27
- Family office advisors in Pittsford27
- Family office advisors in Rockville27
- Family office advisors in San Ramon27
- Family office advisors in Alexandria26
- Family office advisors in Chesterfield26
- Family office advisors in Littleton26
- Family office advisors in Portsmouth26
- Family office advisors in Tempe26
- Family office advisors in Vienna26
- Family office advisors in Bloomfield Hills25
- Family office advisors in Carlsbad25
- Family office advisors in Edina25
- Family office advisors in La Jolla25
- Family office advisors in Marietta25
- Family office advisors in Providence25
- Family office advisors in Reno25
- Family office advisors in Southfield25
Questions about this company list
What does Exact match mean for family office advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office advisors did RevenueBase find based in Boise, United States?
The saved snapshot records 31 matching company records, 370 tracked contacts and 152 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office advisors by geography
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia
- Family office advisors based in Sydney, Australia
- Family office advisors based in Belo Horizonte, Brazil
- Family office advisors based in Curitiba, Brazil
- Family office advisors based in Porto Alegre, Brazil
- Family office advisors based in Rio De Janeiro, Brazil
- Family office advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 17 family office advisors based in Boise, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-advisors/united-states/boise.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office advisors based in Adelaide, Australia
- Family office advisors based in Brisbane City, Australia
- Family office advisors based in Brisbane, Australia
- Family office advisors based in Melbourne, Australia
- Family office advisors based in North Sydney, Australia
- Family office advisors based in Perth, Australia