{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Largest independent RIAs by assets under management in Alaska","lead":"As of October 2, 2026, Alaska Wealth Advisors ranked #1 in Alaska in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $1.2 billion.","as_of":"2026-10-02","facts":{"ranking":"Largest independent RIAs by assets under management","how_it_is_computed":"SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.","unit":"usd","scope":"Alaska","firms_listed":18,"rows":[{"rank":1,"crd":172151,"firm":"Alaska Wealth Advisors","city":"Anchorage","state":"AK","value":1156213886,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/172151/"},{"rank":2,"crd":164408,"firm":"Bright Road Wealth Management, LLC","city":"Anchorage","state":"AK","value":443261739,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164408/"},{"rank":3,"crd":315647,"firm":"Heisten Wrenn Private Wealth, LLC","city":"Anchorage","state":"AK","value":231786343,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315647/"},{"rank":4,"crd":307522,"firm":"Blue Anchor Wealth Advisors, LLC","city":"Ketchikan","state":"AK","value":144203105,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307522/"},{"rank":5,"crd":330182,"firm":"Change Wealth Advisors","city":"Anchorage","state":"AK","value":67202885,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330182/"},{"rank":6,"crd":325710,"firm":"Coho Advisory Services, LLC","city":"Anchorage","state":"AK","value":52421554,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325710/"},{"rank":7,"crd":330282,"firm":"Girdwood Capital LLC","city":"Girdwood","state":"AK","value":44674645,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330282/"},{"rank":8,"crd":116881,"firm":"Capital Advisors","city":null,"state":"AK","value":34000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116881/"},{"rank":9,"crd":133179,"firm":"Outlook Financial Services","city":"Anchorage","state":"AK","value":30697774,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/133179/"},{"rank":10,"crd":314987,"firm":"Artica Financial Services LLC","city":"Anchorage","state":"AK","value":27636349,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314987/"},{"rank":11,"crd":323296,"firm":"Alaska Wealth Management","city":"Anchorage","state":"AK","value":23000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323296/"},{"rank":12,"crd":291824,"firm":"Frontier Financial Planning","city":"Fairbanks","state":"AK","value":14971869,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291824/"},{"rank":13,"crd":116693,"firm":"Dynamic Capital Management, Inc.","city":"Anchorage","state":"AK","value":13115604,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116693/"},{"rank":14,"crd":328597,"firm":"Unburdened Financial Planning","city":"Wasilla","state":"AK","value":10075934,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328597/"},{"rank":15,"crd":327163,"firm":"Lake State Financial Inc","city":"Anchor Point","state":"AK","value":6433621,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327163/"},{"rank":16,"crd":315082,"firm":"Link Asset Management LLC","city":"Soldotna","state":"AK","value":3740107,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315082/"},{"rank":17,"crd":291314,"firm":"Alaska Retirement","city":"Anchorage","state":"AK","value":3000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291314/"},{"rank":18,"crd":337463,"firm":"True North Wealth Management LLC","city":"Palmer","state":"AK","value":2184000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337463/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Largest independent RIAs by assets under management, nationally","url":"https://advisoriq.com/ria/rankings/largest/"},{"title":"RIA market data for Alaska","url":"https://advisoriq.com/ria/states/alaska/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/largest/alaska/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/alaska/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}