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investment adviser representatives by state

Investment adviser representatives in Alaska

1,541 investment adviser representatives held an Alaska registration on record as of September 24, 2026; 430 of them have an Alaska business address. On Accupoint each is one record across advisory, Broker Dealer and insurance data.

1,541Registered in Alaska
430Business address in Alaska
82Series 65 as their only exam
70First registered with an adviser firm in the last 12 months
#51of 52 by representatives registered

From national registration data as of September 24, 2026. Each representative is counted once.

one record, every channel

1,372 Alaska investment adviser representatives also hold an insurance license or a Broker Dealer registration.

A registration lookup shows one person at a time. On Accupoint, an Alaska investment adviser representative's record also carries their registrations in every other state, their exams and employment history, and for those who hold them, their Broker Dealer registrations, insurance licenses and carrier appointments.

461Also licensed as an agent in Alaska (29.9%)
1,309Also a registered representative in Alaska (84.9%)
797Adviser, rep and agent on one record

Exams held on record

Representatives registered in Alaska, from their securities and advisory records.

Series 7, General Securities Representative1,207
Series 66, Uniform Combined State Law892
Series 63, Uniform Securities Agent State Law824
Series 65, Uniform Investment Adviser Law620
Series 6, Investment Company and Variable Contracts Products Representative396
Series 24, General Securities Principal229
Series 9, General Securities Sales Supervisor (Options)107
Series 10, General Securities Sales Supervisor (General)101
Series 31, Futures Managed Funds63
Series 52, Municipal Securities Representative59

82 of them hold the Series 65 as their only exam on record.

Top cities

Representatives registered in Alaska with a business address in each city.

Anchorage279
Fairbanks34
Wasilla27
Juneau25
Palmer12
Eagle River11

Years since first registered

Representatives registered in Alaska, by years since they first registered with an investment adviser firm.

0-1 years151
2-4 years222
5-9 years290
10-19 years475
20-29 years376
30+ years27
First registered
70 representatives registered in Alaska first registered with an investment adviser firm in the 12 months to September 24, 2026; 31 of them have an Alaska business address. 167 joined their current adviser firm in the same 12 months.
RIA firms
18 RIA firms have a main office on record in Alaska; 1,085 are registered or notice filed there, 54 of them state registered (firm data as of September 24, 2026). Some firms have no main office on record, so the first figure is a minimum.
beyond a registration lookup

Every state, every channel, one record.

A registration lookup shows one person at a time. Accupoint shows the whole professional: every state they are registered in, the exams on their record, the advisory firms they have worked for, and any insurance licenses and Broker Dealer registrations, on one record you can search, export and act on.

440,448

Investment adviser representatives, counted once

Across 52 jurisdictions. 88,060 are registered in more than one state, 3.3 states each on average.

365,258

Advisers who are also reps or agents

Investment adviser representatives who also hold a Broker Dealer registration or an insurance license, on the same record.

History

Registrations, exams and employment

Registrations by state, the exams on record and the advisory firms they have worked for, for everyone in the channel, plus license and carrier appointment history for those who are also insurance agents.

Act on it

Search, CRM, Claude and ChatGPT

Search and export by registration, exam, adviser firm and geography, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.

questions

Alaska investment adviser representatives, answered.

How many investment adviser representatives are registered in Alaska?

1,541 investment adviser representatives held an Alaska registration on record as of September 24, 2026. 430 of them have an Alaska business address.

How many Alaska investment adviser representatives first registered in the last 12 months?

70 representatives registered in Alaska first registered with an investment adviser firm in the 12 months to September 24, 2026; 31 of them have an Alaska business address.

Which exams do Alaska investment adviser representatives hold?

The most common exams on record among representatives registered in Alaska are the Series 7 (1,207), the Series 66 (892) and the Series 63 (824). 82 hold the Series 65 as their only exam on record.

How many Alaska investment adviser representatives are also agents or registered representatives?

461 representatives registered in Alaska are also licensed as insurance agents there and 1,309 are also registered representatives there; 797 are adviser, rep and agent, in any state. On Accupoint each is one record.

What is the difference between a registered representative and an investment adviser representative?

A registered representative works for a Broker Dealer and buys and sells securities for clients. An investment adviser representative gives investment advice on behalf of an investment adviser firm, usually for a fee. Many people are both. Across the country, 339,483 of 440,448 investment adviser representatives are also registered representatives.

Can I send these representatives to my CRM or ask about them from Claude or ChatGPT?

Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.

Is Accupoint a government agency?

No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.

Search Alaska IARs on Accupoint.

Every investment adviser representative with their registrations, exams, firms and history, or talk with our team about the audience you need.