IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Alaska

Wealth firms with the most high net worth clients, 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 high net worth clients, including broker-dealer firms, with 332.

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

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients, including broker-dealer firms in Alaska
Rank Firm City Most high net worth clients
1 Alaska Wealth Advisors Anchorage 332
2 Bright Road Wealth Management, LLC Anchorage 104
3 Heisten Wrenn Private Wealth, LLC Anchorage 63
4 Blue Anchor Wealth Advisors, LLC Ketchikan 35
5 Girdwood Capital LLC Girdwood 26
6 Change Wealth Advisors Anchorage 18
7 Outlook Financial Services Anchorage 16
8 Capital Advisors Not reported 9
9 Coho Advisory Services, LLC Anchorage 7
10 Unburdened Financial Planning Wasilla 5
11 Artica Financial Services LLC Anchorage 3
12 Alaska Wealth Management Anchorage 2
12 Lake State Financial Inc Anchor Point 2

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

More rankings

Most high net worth 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.