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AdvisorIQ

Ranking, Alaska

Independent RIAs with the most clients in Alaska

As of October 2, 2026, Alaska Wealth Advisors ranked #1 in Alaska in AdvisorIQ's ranking of independent RIAs with the most clients, with 672.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients
1 Alaska Wealth Advisors Anchorage 672
2 Bright Road Wealth Management, LLC Anchorage 640
3 Blue Anchor Wealth Advisors, LLC Ketchikan 307
4 Heisten Wrenn Private Wealth, LLC Anchorage 224
5 Coho Advisory Services, LLC Anchorage 194
6 Change Wealth Advisors Anchorage 87
7 Girdwood Capital LLC Girdwood 70
8 Outlook Financial Services Anchorage 69
9 Alaska Wealth Management Anchorage 37
10 Artica Financial Services LLC Anchorage 36
11 Link Asset Management LLC Soldotna 30
12 Frontier Financial Planning Fairbanks 27
13 Dynamic Capital Management, Inc. Anchorage 23
14 Capital Advisors Not reported 21
15 Unburdened Financial Planning Wasilla 16
16 Alaska Retirement Anchorage 15
17 True North Wealth Management LLC Palmer 12
18 Lake State Financial Inc Anchor Point 11

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

More rankings

Most clients 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.