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Ranking, Alaska

Wealth firms with the most advisory staff, including broker-dealer firms in Alaska

As of October 2, 2026, Alaska Wealth Advisors ranked #1 in Alaska in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 16.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Wealth firms with the most advisory staff, including broker-dealer firms in Alaska
Rank Firm City Most advisory staff
1 Alaska Wealth Advisors Anchorage 16
2 Bright Road Wealth Management, LLC Anchorage 10
3 Blue Anchor Wealth Advisors, LLC Ketchikan 6
3 Coho Advisory Services, LLC Anchorage 6
5 Heisten Wrenn Private Wealth, LLC Anchorage 2
5 Change Wealth Advisors Anchorage 2
7 Dynamic Capital Management, Inc. Anchorage 1
7 Capital Advisors Not reported 1
7 Outlook Financial Services Anchorage 1
7 Alaska Retirement Anchorage 1
7 Frontier Financial Planning Fairbanks 1
7 Artica Financial Services LLC Anchorage 1
7 Link Asset Management LLC Soldotna 1
7 Alaska Wealth Management Anchorage 1
7 Lake State Financial Inc Anchor Point 1
7 Unburdened Financial Planning Wasilla 1
7 Girdwood Capital LLC Girdwood 1
7 Robertson, Dylan Anchorage 1
7 True North Wealth Management LLC Palmer 1
7 Compass Wealth Advisor Not reported 1
7 True Range Strategic Wealth LLC Anchorage 1
7 Stellar Wealth Management Anchorage 1
7 Honorpoint Financial Wasilla 1

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

More rankings

Most advisory staff 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.