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MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

BOISE, ID · CRD 104749 · IAPD ↗ · mountain-pacific.com · 208-336-1422

$933.7MRegulatory AUM
5Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC reported RAUM down 47% ($1.75B -> $933.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
61
April 2026 — MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
January 2025 — MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC notice-filed in CO, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2024 — MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.