Ranking, Alaska
Fastest-growing independent RIAs over one year in Alaska
As of October 2, 2026, Heisten Wrenn Private Wealth, LLC ranked #1 in Alaska in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 37.4%, from a base of $168.7 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, and each firm's own page still shows the change. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
| Rank | Firm | City | Growth | Starting value |
|---|---|---|---|---|
| 1 | Heisten Wrenn Private Wealth, LLC | Anchorage | 37.4% | $168.7 million |
| 2 | Bright Road Wealth Management, LLC | Anchorage | 26.8% | $349.5 million |
| 3 | Alaska Wealth Advisors | Anchorage | 24.9% | $925.4 million |
3 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Fastest-growing independent RIAs over one year, nationally
- RIA market data for Alaska
- Largest independent RIAs by assets under management in Alaska
- Fastest-growing independent RIAs over three years in Alaska
- Fastest-growing independent RIAs over five years in Alaska
- Independent RIAs with the biggest asset gains over one year in Alaska
- Independent RIAs with the most clients in Alaska
- Independent RIAs with the fastest client growth over one year in Alaska
- Independent RIAs with the most accounts in Alaska
- Independent RIAs with the most advisory staff in Alaska
- Independent RIAs with the most high net worth clients in Alaska
- Independent RIAs with the most CFP professionals in Alaska
- Newest independent RIAs in Alaska
Fastest growing by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.