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AdvisorIQ

Ranking, Alaska

Independent RIAs with the most accounts in Alaska

As of October 2, 2026, Alaska Wealth Advisors ranked #1 in Alaska in AdvisorIQ's ranking of independent RIAs with the most accounts, with 2,274.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 Alaska Wealth Advisors Anchorage 2,274
2 Bright Road Wealth Management, LLC Anchorage 2,182
3 Heisten Wrenn Private Wealth, LLC Anchorage 621
4 Change Wealth Advisors Anchorage 393
5 Coho Advisory Services, LLC Anchorage 310
6 Blue Anchor Wealth Advisors, LLC Ketchikan 302
7 Girdwood Capital LLC Girdwood 154
8 Artica Financial Services LLC Anchorage 88
9 Frontier Financial Planning Fairbanks 75
10 Unburdened Financial Planning Wasilla 58
11 Link Asset Management LLC Soldotna 53
12 Outlook Financial Services Anchorage 42
13 Dynamic Capital Management, Inc. Anchorage 23
13 Alaska Wealth Management Anchorage 23
15 Capital Advisors Not reported 21
16 Lake State Financial Inc Anchor Point 17
17 Alaska Retirement Anchorage 15
18 True North Wealth Management LLC Palmer 12

18 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Most accounts by state

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.