City
Wealth management firms in Anchorage, Alaska
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Anchorage, Alaska reported $2.0 billion in regulatory assets under management; the largest by assets was Alaska Wealth Advisors, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $2.0 billion
- Average per firm
- $157.6 million
- SEC-registered, of those listed
- 3 of 13 (23.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Alaska Wealth Advisors | SEC | $1.2 billion | 2,274 |
| 2 | Bright Road Wealth Management, LLC | SEC | $443.3 million | 2,182 |
| 3 | Heisten Wrenn Private Wealth, LLC | SEC | $231.8 million | 621 |
| 4 | Change Wealth Advisors | State | $67.2 million | 393 |
| 5 | Coho Advisory Services, LLC | State | $52.4 million | 310 |
| 6 | Outlook Financial Services | State | $30.7 million | 42 |
| 7 | Artica Financial Services LLC | State | $27.6 million | 88 |
| 8 | Alaska Wealth Management | State | $23.0 million | 23 |
| 9 | Dynamic Capital Management, Inc. | State | $13.1 million | 23 |
| 10 | Alaska Retirement | State | $3.0 million | 15 |
| 11 | Robertson, Dylan | State | $0 | 0 |
| 12 | Stellar Wealth Management | State | $0 | 0 |
| 13 | True Range Strategic Wealth LLC | State | $0 | 0 |
Wealth management firms in Alaska, including every city.
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.