InvestorTrustHub · Idaho

Idaho investment adviser and securities research

The Idaho Department of Finance, Securities Bureau registers investment advisers and oversees related securities filings. IAPD regulator-jurisdiction counts below use regulator code ID. An Idaho principal office does not establish Idaho registration. This page does not rank advisers and does not publish one combined Idaho adviser total.

Research a firm on IAPD Idaho Securities Bureau

Separate IAPD firm filing classes

Compilation feeds dated 2026-09-17, examined 2026-10-06. Counts are distinct firm CRDs inside each class. Classes are not added.

199

Idaho state-registered IA firms

StateRgstn regulator code ID and status APPROVED. The same feed also has 1 TERMREQUEST firm CRD. That request is not added to the approved count. Registration rows and distinct CRDs are both 200.

1,595

Federal covered adviser notice filings

SEC NoticeFiled regulator code ID and status FILED. Every filed notice in this slice is a Registered firm. ERA notices are 0. A notice is not Idaho state IA registration.

Exempt reporting advisers

ERA regulator code ID and status ACTIVE. An ERA is not a state-registered IA and is not an SEC notice filing.

Exact CRD overlap of APPROVED state IA and FILED notice: 0. Any-status state IA and FILED notice overlap: 1, and that one firm is the TERMREQUEST record, kept in both classes and not subtracted. State IA and ERA overlap: 0. ERA and notice overlap: 0.

Principal office is geography

The SEC feed lists 57 firm CRDs with a principal office in Idaho. 50 of those also have a FILED Idaho notice, and 7 do not. Inside the state feed, 50 of the 200 state IA CRDs have an Idaho office and 150 do not. The state-IA set and the SEC principal-office set overlap by 0. One additional SEC firm has an Idaho address and no Idaho IA or ERA row. That firm is not added to the 199 approved state IA firms.

Persons, broker-dealers, and orders

Investment adviser representatives, broker-dealers, and securities salespersons were NOT_ACQUIRED as separate person and firm rosters. Examinations were NOT_ACQUIRED. Enforcement orders were NOT_ACQUIRED. No order was joined by name. Graph writes: 0. Net-new canonical firms: 0.

Boise is geography only. This page publishes no city route. FINRA BrokerCheck and IAPD remain the named-record research paths.

Sources and clocks

IA_FIRM_STATE_Feed_09_17_2026.xml.gz, 5,080,393 bytes, SHA-256 5fa17c38ae2e812dbd4d58c359c4d624a54417e3f794a3287c3414ccfdaa6a02. IA_FIRM_SEC_Feed_09_17_2026.xml.gz, 7,301,907 bytes, SHA-256 f01d6b17a7ed631125e76d3c1e5965f178235273eea6699c15400473cb2f1f22. Both feeds are dated 2026-09-17. The feed date is the population clock.