Top 20 Investment Management Companies in Boise

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Below is the list of Top 20 Investment Management Companies in Boise ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Boise

1. The Caprock Group

Industry: Investment Management

Location: Boise, Idaho

Website: thecaprockgroup.com

Company Founded: 2005

Company Size: 11-50

Company Address: 805 West Idaho Street, Boise, Idaho, United States

The Caprock Group Contact Details

Name Title LinkedIn Phone Email
Glenn Michael Managing Director And Chief Financial Officer
Bob Gesell Senior Project Manager
William Gilbert Co-founder And Managing Director
Jeffrey Gumeson Managing Director
Craig Olson Partner
Jessica Haberman Director Of Compliance And Head Trader
Andy Pazdan Manager Of Client Reporting
Requires/Intent and 6 more Employees
Branding
ERP Solutions
FinTech Solutions For Investment Firms
and more

2. Rathbone Warwick Investment Management

Industry: Investment Management

Location: Boise, Idaho

Website: rathbonewarwick.com

Company Founded: 2014

Company Size: 11-50

Company Address: 101 South Capitol Boulevard, Boise, Idaho, United States

Rathbone Warwick Investment Management Contact Details

Name Title LinkedIn Phone Email
Cfpâ Brooke Ramstad Principal
Melissa Warwick Investment Advisor
Jamie Wolfe Client Associate
Drew Lunt Investment Advisor
Devin Geddings Investment Advisor
Aamsâ Devin Geddings Investment Advisor
Amanda Writer Senior Client Associate
Requires/Intent and 4 more Employees
Tax Optimization For Investments
Predictive Analytics
Market Research
Investor Relations & Reporting
Financial Due Diligence
and more

3. Headwaters Wealth Management

Industry: Investment Management

Location: Boise, Idaho

Website: headwaterswm.com

Company Founded: 2014

Company Size: 1-10

Company Address: 401 West Front Street, Boise, Idaho, United States

Headwaters Wealth Management Contact Details

Name Title LinkedIn Phone Email
Lisa Derig Partner At Headwaters Wealth Management
Robert Hayes Managing Partner
Paul Norman Partner At Headwaters Wealth Management
Jackie Bernier Senior Administrative Associate
Bart Leach Partner At Headwaters Wealth Management
Chris Billings Partner At Headwaters Wealth Management
Requires/Intent
Mobile App Development
AI-Based Credit Risk Assessment
Global Market Trend Analysis
SEO
Web Development
and more

4. Legacy Wealth Management Llc

Industry: Investment Management

Location: Boise, Idaho

Website: legacywealthmg.com

Company Founded: 2015

Company Size: 11-50

Company Address: 13965 West Chinden Boulevard, Boise, Idaho, United States

Legacy Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Tami Wheeler Chief Creative Officer And Operations Manager
Pete Covino Senior Advisor
Brian Crane Wealth Advisor
Julie Rad Client Coordinator
Mike James Advisor
Requires/Intent
Software Development
Financial Due Diligence
Cloud Hosting
Robo-Advisors & AI Trading
and more

5. Clearwater Advisors, Llc

Industry: Investment Management

Location: Boise, Idaho

Website: clearwateradvisors.com

Company Founded: 2001

Company Size: 11-50

Company Address: 101 South Capitol Boulevard, Boise, Idaho, United States

Clearwater Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Travis Clemons Investment Analyst
Richard Lin Credit Analyst
Chris Brechbuhler Portfolio Manager At Clearwater Advisors, Llc
Dave Dunn Chief Technology Officer
Victor Do Software Developer
Michelle Martin Trade Operations Manager
Melissa Wainwright Owner
Requires/Intent
Cybersecurity Solutions
Data Security
IPO Advisory
ESG Investing & Impact Analysis
and more

6. Figure 8 Investment Strategies

Industry: Investment Management

Location: Boise, Idaho

Website: figure8investing.com

Company Founded: 2016

Company Size: 1-10

Company Address: 205 North 10th Street, Boise, Idaho, United States

Figure 8 Investment Strategies Contact Details

Name Title LinkedIn Phone Email
Lisa Cooper President
Nancy Jones Senior Associate
Requires/Intent
Data Security
AI Chatbots
FinTech Solutions For Investment Firms
Cloud Hosting
and more

7. Wood Financial Group (raymond James)

Industry: Investment Management

Location: Boise, Idaho

Website: woodfinancialgrp.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1101 West River Street, Boise, Idaho, United States

Wood Financial Group (raymond James) Contact Details

Name Title LinkedIn Phone Email
Jennifer Weitz Director Of Operations
Elizabeth Mabbutt Communication And Event Coordinator
Abigail Pennecard Operations Associate
Requires/Intent
ESG Investing & Impact Analysis
Cloud Solutions
Branding
and more

8. D.b. Fitzpatrick & Co.

Industry: Investment Management

Location: Boise, Idaho

Website: dbfitzpatrick.com

Company Founded: 1984

Company Size: 11-50

Company Address: 800 West Main Street, Boise, Idaho, United States

D.b. Fitzpatrick & Co. Contact Details

Name Title LinkedIn Phone Email
Tammie Gonzalez Office Manager
Terri Christensen Vice President Of Operations
Lindsay Edinger Operations, Compliance And Human Resources Assistant
Dennis Fitzpatrick Chief Executive Officer
Dennis Fitzpatrick Chairman And Chief Executive Officer
Kyle Stringer Associate Equity Portfolio Manager
Thomas Walker Chief Compliance Officer
Requires/Intent
ESG Investing & Impact Analysis
IT Support
and more

9. Alscott Inc

Industry: Investment Management

Location: Boise, Idaho

Website: alscott.com

Company Size: 1-10

Company Address: 501 Baybrook Court, Boise, Idaho, United States

Alscott Inc Contact Details

Name Title LinkedIn Phone Email
Sam Fleetwood Controller
Layni Culley Payroll Benefits Administrator
Brian Scott Vice President Of Real Estate
Requires/Intent
Legal
Advertising
Predictive Analytics
and more

10. Buffington Mohr Mcneal

Industry: Investment Management

Location: Boise, Idaho

Website: bmmria.com

Company Founded: 1998

Company Size: 1-10

Company Address: 802 West Bannock Street, Boise, Idaho, United States

Buffington Mohr Mcneal Contact Details

Name Title LinkedIn Phone Email
Rick Perez Wealth Management Advisor
Ryan Malone Wealth Management Advisor
Requires/Intent
Web Development
AI-Based Credit Risk Assessment
Accounting
Sales
Smart Contracts For Investment
and more

11. Harmonic Investment Advisors

Industry: Investment Management

Location: Boise, Idaho

Website: harmonicadvisors.com

Company Size: 1-10

Company Address: 1020 West Main, Boise, Idaho, United States

Harmonic Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Kevin Jones Principal
Requires/Intent
Accounting
Branding
and more

12. Honest Auto

Industry: Investment Management

Location: Boise, Idaho

Company Size: 1-10

Company Address: 417 East 37th Street, Boise, Idaho, United States

Honest Auto Contact Details

Name Title LinkedIn Phone Email
Nick Roehl Manager
Requires/Intent
AI-Based Credit Risk Assessment
Public Relations
Market Research
Investor Relations & Reporting
and more
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Boise Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Glenn Michael The Caprock Group Managing Director And Chief Financial Officer
2 Bob Gesell The Caprock Group Senior Project Manager
3 William Gilbert The Caprock Group Co-founder And Managing Director
4 Jeffrey Gumeson The Caprock Group Managing Director
5 Craig Olson The Caprock Group Partner
6 Jessica Haberman The Caprock Group Director Of Compliance And Head Trader
7 Andy Pazdan The Caprock Group Manager Of Client Reporting
8 Cfpâ Brooke Ramstad Rathbone Warwick Investment Management Principal
9 Melissa Warwick Rathbone Warwick Investment Management Investment Advisor
10 Jamie Wolfe Rathbone Warwick Investment Management Client Associate
11 Drew Lunt Rathbone Warwick Investment Management Investment Advisor
12 Devin Geddings Rathbone Warwick Investment Management Investment Advisor
13 Aamsâ Devin Geddings Rathbone Warwick Investment Management Investment Advisor
14 Amanda Writer Rathbone Warwick Investment Management Senior Client Associate
15 Lisa Derig Headwaters Wealth Management Partner At Headwaters Wealth Management
16 Robert Hayes Headwaters Wealth Management Managing Partner
17 Paul Norman Headwaters Wealth Management Partner At Headwaters Wealth Management
18 Jackie Bernier Headwaters Wealth Management Senior Administrative Associate
19 Bart Leach Headwaters Wealth Management Partner At Headwaters Wealth Management
20 Chris Billings Headwaters Wealth Management Partner At Headwaters Wealth Management
21 Tami Wheeler Legacy Wealth Management Llc Chief Creative Officer And Operations Manager
22 Pete Covino Legacy Wealth Management Llc Senior Advisor
23 Brian Crane Legacy Wealth Management Llc Wealth Advisor
24 Julie Rad Legacy Wealth Management Llc Client Coordinator
25 Mike James Legacy Wealth Management Llc Advisor
26 Travis Clemons Clearwater Advisors, Llc Investment Analyst
27 Richard Lin Clearwater Advisors, Llc Credit Analyst
28 Chris Brechbuhler Clearwater Advisors, Llc Portfolio Manager At Clearwater Advisors, Llc
29 Dave Dunn Clearwater Advisors, Llc Chief Technology Officer
30 Victor Do Clearwater Advisors, Llc Software Developer
31 Michelle Martin Clearwater Advisors, Llc Trade Operations Manager
32 Melissa Wainwright Clearwater Advisors, Llc Owner
33 Lisa Cooper Figure 8 Investment Strategies President
34 Nancy Jones Figure 8 Investment Strategies Senior Associate
35 Jennifer Weitz Wood Financial Group (raymond James) Director Of Operations
36 Elizabeth Mabbutt Wood Financial Group (raymond James) Communication And Event Coordinator
37 Abigail Pennecard Wood Financial Group (raymond James) Operations Associate
38 Tammie Gonzalez D.b. Fitzpatrick & Co. Office Manager
39 Terri Christensen D.b. Fitzpatrick & Co. Vice President Of Operations
40 Lindsay Edinger D.b. Fitzpatrick & Co. Operations, Compliance And Human Resources Assistant