# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-clients/alaska/

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: 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.
- unit: count
- scope: Alaska
- firms_listed: 18
- rows: rank: 1, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, state: AK, value: 672, 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: 640, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164408/; rank: 3, crd: 307522, firm: Blue Anchor Wealth Advisors, LLC, city: Ketchikan, state: AK, value: 307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307522/; rank: 4, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, state: AK, value: 224, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315647/; rank: 5, crd: 325710, firm: Coho Advisory Services, LLC, city: Anchorage, state: AK, value: 194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325710/; rank: 6, crd: 330182, firm: Change Wealth Advisors, city: Anchorage, state: AK, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330182/; rank: 7, crd: 330282, firm: Girdwood Capital LLC, city: Girdwood, state: AK, value: 70, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330282/; rank: 8, crd: 133179, firm: Outlook Financial Services, city: Anchorage, state: AK, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133179/; rank: 9, crd: 323296, firm: Alaska Wealth Management, city: Anchorage, state: AK, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323296/; rank: 10, crd: 314987, firm: Artica Financial Services LLC, city: Anchorage, state: AK, value: 36, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314987/; rank: 11, crd: 315082, firm: Link Asset Management LLC, city: Soldotna, state: AK, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315082/; rank: 12, crd: 291824, firm: Frontier Financial Planning, city: Fairbanks, state: AK, value: 27, 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: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116693/; rank: 14, crd: 116881, firm: Capital Advisors, city: not stated, state: AK, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116881/; rank: 15, crd: 328597, firm: Unburdened Financial Planning, city: Wasilla, state: AK, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328597/; rank: 16, crd: 291314, firm: Alaska Retirement, city: Anchorage, state: AK, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291314/; rank: 17, crd: 337463, firm: True North Wealth Management LLC, city: Palmer, state: AK, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337463/; rank: 18, crd: 327163, firm: Lake State Financial Inc, city: Anchor Point, state: AK, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327163/

## 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

- [Independent RIAs with the most clients, nationally](https://advisoriq.com/ria/rankings/most-clients/)
- [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/most-clients/alaska/

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