# Largest independent RIAs by assets under management in Alaska

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
Address: https://advisoriq.com/ria/rankings/largest/alaska/

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330282/; rank: 8, crd: 116881, firm: Capital Advisors, city: not stated, state: AK, value: 34000000, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337463/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Alaska](https://advisoriq.com/ria/states/alaska/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/alaska/

License: https://advisoriq.com/license/