# Independent RIAs in Alaska

As of October 2, 2026, 23 independent wealth management RIAs based in Alaska reported $2.3 billion in regulatory assets under management; the largest by assets was Alaska Wealth Advisors, with $1.2 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/alaska/

## Facts

- state: Alaska
- code: AK
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 6663, firms: 23, median_raum: 29167061.5, raum: 2308619415, advisory_employees: 59, avg_account: 346483.47816299, band_100m_250m: 2, band_100m_250m_raum: 375989448, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 1, band_1b_5b_raum: 1156213886, band_250m_500m: 1, band_250m_500m_raum: 443261739, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 14, band_lt100m_raum: 333154342, bd_affiliated_share: 0, cfp_professionals: 19, clients: 2491, custody_share: 0.217391304347826, employees: 71, fee_aum_pct_share: 0.739130434782609, fee_commissions_share: 0, fee_fixed_share: 0.652173913043478, fee_hourly_share: 0.652173913043478, fee_other_share: 0.0434782608695652, fee_performance_share: 0, fee_subscription_share: 0.0434782608695652, financial_planning_share: 0.826086956521739, firms_with_raum: 18, iars: 54, mean_raum: 128256634.166667, new_firms: 5, p25_raum: 10835851.5, p75_raum: 63507552.25, p90_raum: 295228961.8, raum_discretionary: 2230528960, top10_share: 0.966854157726123, independent_sec: accounts: 5379, firms: 4, median_raum: 337524041, raum: 1975465073, advisory_employees: 34, avg_account: 367255.079568693, band_100m_250m: 2, band_100m_250m_raum: 375989448, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 1, band_1b_5b_raum: 1156213886, band_250m_500m: 1, band_250m_500m_raum: 443261739, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 0, band_lt100m_raum: 0, bd_affiliated_share: 0, cfp_professionals: 14, clients: 1843, custody_share: 1, employees: 45, fee_aum_pct_share: 1, fee_commissions_share: 0, fee_fixed_share: 0.75, fee_hourly_share: 1, fee_other_share: 0, fee_performance_share: 0, fee_subscription_share: 0, financial_planning_share: 1, firms_with_raum: 4, iars: 31, mean_raum: 493866268.25, new_firms: 1, p25_raum: 209890533.5, p75_raum: 621499775.75, p90_raum: 942328241.9, raum_discretionary: 1961154601, raum_growth_1y: -0.106913214401227, successions: 0, state: accounts: 1284, firms: 19, median_raum: 18985934.5, raum: 333154342, advisory_employees: 25, avg_account: 259465.998442368, band_100m_250m: 0, band_100m_250m_raum: 0, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 14, band_lt100m_raum: 333154342, bd_affiliated_share: 0, cfp_professionals: 5, clients: 648, custody_share: 0.0526315789473684, employees: 26, fee_aum_pct_share: 0.684210526315789, fee_commissions_share: 0, fee_fixed_share: 0.631578947368421, fee_hourly_share: 0.578947368421053, fee_other_share: 0.0526315789473684, fee_performance_share: 0, fee_subscription_share: 0.0526315789473684, financial_planning_share: 0.789473684210526, firms_with_raum: 14, iars: 23, mean_raum: 23796738.7142857, new_firms: 4, p25_raum: 7344199.25, p75_raum: 33174443.5, p90_raum: 50097481.3, raum_discretionary: 269374359, top10_share: 0.953902062606166
- broker_dealer_affiliated_not_included: firms: 0, raum: 0
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 4; as_of: 2019-10-01, value: 4; as_of: 2020-10-01, value: 4; as_of: 2021-10-04, value: 6; as_of: 2022-10-03, value: 5; as_of: 2023-10-05, value: 5; as_of: 2024-10-01, value: 5; as_of: 2025-09-02, value: 5; as_of: 2026-10-02, value: 4, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 817521663; as_of: 2019-10-01, value: 864722746; as_of: 2020-10-01, value: 1035170370; as_of: 2021-10-04, value: 1394558118; as_of: 2022-10-03, value: 1627782041; as_of: 2023-10-05, value: 1616923683; as_of: 2024-10-01, value: 1992836556; as_of: 2025-09-02, value: 2211951968; as_of: 2026-10-02, value: 1975465073, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 2205; as_of: 2019-10-01, value: 3569; as_of: 2020-10-01, value: 3864; as_of: 2021-10-04, value: 5209; as_of: 2022-10-03, value: 5242; as_of: 2023-10-05, value: 5772; as_of: 2024-10-01, value: 6804; as_of: 2025-09-02, value: 6928; as_of: 2026-10-02, value: 5379, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 170933495.5; as_of: 2019-10-01, value: 175500000; as_of: 2020-10-01, value: 220064525.5; as_of: 2021-10-04, value: 241086962; as_of: 2022-10-03, value: 302867014; as_of: 2023-10-05, value: 281824396; as_of: 2024-10-01, value: 322921039; as_of: 2025-09-02, value: 349477061; as_of: 2026-10-02, value: 337524041
- top_10: largest: rank: 1, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 1156213886; rank: 2, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 443261739; rank: 3, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, value: 231786343; rank: 4, crd: 307522, firm: Blue Anchor Wealth Advisors, LLC, city: Ketchikan, value: 144203105; rank: 5, crd: 330182, firm: Change Wealth Advisors, city: Anchorage, value: 67202885; rank: 6, crd: 325710, firm: Coho Advisory Services, LLC, city: Anchorage, value: 52421554; rank: 7, crd: 330282, firm: Girdwood Capital LLC, city: Girdwood, value: 44674645; rank: 8, crd: 116881, firm: Capital Advisors, city: not stated, value: 34000000; rank: 9, crd: 133179, firm: Outlook Financial Services, city: Anchorage, value: 30697774; rank: 10, crd: 314987, firm: Artica Financial Services LLC, city: Anchorage, value: 27636349, fastest-growing: rank: 1, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, value: 0.373827201509549; rank: 2, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 0.268357178384306; rank: 3, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 0.24944135232496, fastest-growing-3-year: rank: 1, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 0.284461461516801; rank: 2, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 0.178709782812558, fastest-growing-5-year: rank: 1, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 0.243888911376235; rank: 2, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 0.154643128612859, biggest-asset-gains: rank: 1, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 230829206; rank: 2, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 93784678; rank: 3, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, value: 63070552, most-clients: rank: 1, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 672; rank: 2, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 640; rank: 3, crd: 307522, firm: Blue Anchor Wealth Advisors, LLC, city: Ketchikan, value: 307; rank: 4, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, value: 224; rank: 5, crd: 325710, firm: Coho Advisory Services, LLC, city: Anchorage, value: 194; rank: 6, crd: 330182, firm: Change Wealth Advisors, city: Anchorage, value: 87; rank: 7, crd: 330282, firm: Girdwood Capital LLC, city: Girdwood, value: 70; rank: 8, crd: 133179, firm: Outlook Financial Services, city: Anchorage, value: 69; rank: 9, crd: 323296, firm: Alaska Wealth Management, city: Anchorage, value: 37; rank: 10, crd: 314987, firm: Artica Financial Services LLC, city: Anchorage, value: 36, client-growth: rank: 1, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, value: 0.349397590361446; rank: 2, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 0.111111111111111; rank: 3, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 0.068362480127186, most-accounts: rank: 1, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 2274; rank: 2, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 2182; rank: 3, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, value: 621; rank: 4, crd: 330182, firm: Change Wealth Advisors, city: Anchorage, value: 393; rank: 5, crd: 325710, firm: Coho Advisory Services, LLC, city: Anchorage, value: 310; rank: 6, crd: 307522, firm: Blue Anchor Wealth Advisors, LLC, city: Ketchikan, value: 302; rank: 7, crd: 330282, firm: Girdwood Capital LLC, city: Girdwood, value: 154; rank: 8, crd: 314987, firm: Artica Financial Services LLC, city: Anchorage, value: 88; rank: 9, crd: 291824, firm: Frontier Financial Planning, city: Fairbanks, value: 75; rank: 10, crd: 328597, firm: Unburdened Financial Planning, city: Wasilla, value: 58, most-advisory-staff: rank: 1, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 16; rank: 2, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 10; rank: 3, crd: 307522, firm: Blue Anchor Wealth Advisors, LLC, city: Ketchikan, value: 6; rank: 3, crd: 325710, firm: Coho Advisory Services, LLC, city: Anchorage, value: 6; rank: 5, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, value: 2; rank: 5, crd: 330182, firm: Change Wealth Advisors, city: Anchorage, value: 2; rank: 7, crd: 116693, firm: Dynamic Capital Management, Inc., city: Anchorage, value: 1; rank: 7, crd: 116881, firm: Capital Advisors, city: not stated, value: 1; rank: 7, crd: 133179, firm: Outlook Financial Services, city: Anchorage, value: 1; rank: 7, crd: 291314, firm: Alaska Retirement, city: Anchorage, value: 1, most-hnw-clients: rank: 1, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 332; rank: 2, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 104; rank: 3, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, value: 63; rank: 4, crd: 307522, firm: Blue Anchor Wealth Advisors, LLC, city: Ketchikan, value: 35; rank: 5, crd: 330282, firm: Girdwood Capital LLC, city: Girdwood, value: 26; rank: 6, crd: 330182, firm: Change Wealth Advisors, city: Anchorage, value: 18; rank: 7, crd: 133179, firm: Outlook Financial Services, city: Anchorage, value: 16; rank: 8, crd: 116881, firm: Capital Advisors, city: not stated, value: 9; rank: 9, crd: 325710, firm: Coho Advisory Services, LLC, city: Anchorage, value: 7; rank: 10, crd: 328597, firm: Unburdened Financial Planning, city: Wasilla, value: 5, most-cfp-professionals: rank: 1, crd: 172151, firm: Alaska Wealth Advisors, city: Anchorage, value: 6; rank: 2, crd: 164408, firm: Bright Road Wealth Management, LLC, city: Anchorage, value: 5; rank: 3, crd: 307522, firm: Blue Anchor Wealth Advisors, LLC, city: Ketchikan, value: 2; rank: 4, crd: 291824, firm: Frontier Financial Planning, city: Fairbanks, value: 1; rank: 4, crd: 314987, firm: Artica Financial Services LLC, city: Anchorage, value: 1; rank: 4, crd: 315082, firm: Link Asset Management LLC, city: Soldotna, value: 1; rank: 4, crd: 315647, firm: Heisten Wrenn Private Wealth, LLC, city: Anchorage, value: 1; rank: 4, crd: 323296, firm: Alaska Wealth Management, city: Anchorage, value: 1; rank: 4, crd: 328597, firm: Unburdened Financial Planning, city: Wasilla, value: 1, newest: rank: 1, crd: 307522, firm: Blue Anchor Wealth Advisors, LLC, city: Ketchikan, value: 144203105; rank: 2, crd: 341067, firm: Compass Wealth Advisor, city: not stated, value: 0; rank: 2, crd: 342593, firm: True Range Strategic Wealth LLC, city: Anchorage, value: 0; rank: 2, crd: 342926, firm: Stellar Wealth Management, city: Anchorage, value: 0; rank: 2, crd: 343016, firm: Honorpoint Financial, city: Wasilla, value: 0
- cities: name: Anchorage, independent_rias: 13, raum: 2048336134, url: https://advisoriq.com/ria/states/alaska/anchorage/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Alaska](https://advisoriq.com/ria/rankings/largest/alaska/)
- [Fastest-growing independent RIAs over one year in Alaska](https://advisoriq.com/ria/rankings/fastest-growing/alaska/)
- [Fastest-growing independent RIAs over three years in Alaska](https://advisoriq.com/ria/rankings/fastest-growing-3-year/alaska/)
- [Fastest-growing independent RIAs over five years in Alaska](https://advisoriq.com/ria/rankings/fastest-growing-5-year/alaska/)
- [IAR CE in Alaska](https://advisoriq.com/ce/iar/alaska/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/alaska/

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