Company lists · Data refreshed October 2026

Top 16 Financial services investment managers based in Boise, United States

Name: Financial services investment managers based in Boise, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 28 companies tracked

RevenueBase identified 28 company matches for financial services investment managers associated with Boise, United States as of October 2026 and tracks 180 professional contacts across them, including 86 with verified work emails. Across the United States, New York is the largest hub for this category (549 companies); Boise has 28.

This list covers company matches for financial services investment managers 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 October 12, 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 Oct 12, 2026 How this list was built

28Companies

180Contacts tracked

86Verified emails

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The 16 largest financial services investment managers based in Boise, United States

Ranked by team size

Top 16 of 28 company matches for financial services investment managers based in Boise, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Legacy Wealth Management	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	11-50	40 contacts →
	Exact match “Independent Registered Investment Advisor” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Aspen Capital Management	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	1-10	14 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 · Oct 12, 2026 · View company records in RevenueBase
3	DB Fitzpatrick	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “D.B.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Clearwater Advisors, LLC	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	11-50	10 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 · Oct 12, 2026 · View company records in RevenueBase
5	Figure 8 Investment Strategies	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	1-10	9 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 · Oct 12, 2026 · View company records in RevenueBase
6	Echelon Group	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “Echelon Group Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Financial Planning Services, LLC	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	1-10	6 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 · Oct 12, 2026 · View company records in RevenueBase
8	Harmon Smith Financial Group	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match “FEWER UNKNOWNS.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Verdi Wealth Management	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	1-10	4 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 · Oct 12, 2026 · View company records in RevenueBase
10	Pinnacle Portfolio Advisors, LLC	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
11	Tumwater Wealth Management	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	1-10	4 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 · Oct 12, 2026 · View company records in RevenueBase
12	Ascent Retirement Advisors	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
13	Scratch Capital	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
14	Capital Financial Solutions, LLC	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Our firm is committed to helping people pursue their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Inspire Wealth Partners	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
16	Harmonic Investment Advisors	Exact match	Boise, ID, United StatesHQ recorded Oct 12, 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 · Oct 12, 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 “financial services investment managers”. 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 16 of 28 financial services investment managers based in Boise, United States

See the full list, filter by size, metro and specialty, and access 86 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services investment managers based in Boise, United States at a glance

As of Oct 12, 2026

47.8%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Oct 12, 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 28 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 “financial services investment managers” 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 86 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 October 12, 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.

Financial services investment managers 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 “financial services investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investment managers are there based in Boise, United States?

RevenueBase identified 28 company matches for financial services investment managers associated with Boise, United States as of October 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?

Legacy Wealth Management 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 financial services investment managers?

New York leads the United States with 549 company records, followed by Atlanta (220) and Houston (209). Boise has 28.

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 86 professional contacts with verified work emails tracked across these 28 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 October 12, 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.