RIA firms in Alaska
1,085 RIA firms are registered or notice filed in Alaska: 54 state registered and 1,031 federally registered. 18 are headquartered here.
Another 11 state registered advisers with no address on file are registered only in Alaska. One exempt reporting adviser also files in Alaska and is not counted as an RIA firm. #52 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Alaska, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Alaska Wealth Advisors | 13 | $1.2B | Federally registered | Anchorage |
| Bright Road Wealth Management, LLC | 9 | $443M | Federally registered | Anchorage |
| Blue Anchor Wealth Advisors, LLC | 6 | $144M | Federal and state | Ketchikan |
| Coho Advisory Services, LLC | 6 | $52.4M | State registered | Anchorage |
| Latash Investments, LLC | 3 | $1.7B | Federally registered | Anchorage |
| Heisten Wrenn Private Wealth, LLC | 2 | $232M | Federally registered | Anchorage |
| Alaska Permanent Capital Management, LLC | 1 | $4.4B | Federally registered | Anchorage |
| Alaska Investment Management LLC | 1 | $104M | State registered | Anchorage |
| Outlook Financial Services | 1 | $30.7M | State registered | Anchorage |
| Artica Financial Services LLC | 1 | $27.6M | State registered | Anchorage |
Most advisers based in Alaska
Advisers registered and working in Alaska, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Alaska that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $8.8B
- Firms reporting
- 17
- Median, federally registered
- $232M
- Median, state registered
- $29.2M
One firm reports 50% of Alaska's reported AUM.
How they charge
Share of the 18 firms headquartered here that report their fees.
Who they serve
Share of the 17 firms headquartered here that report their client types.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
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Alaska RIA firms, answered.
How many RIA firms are registered in Alaska?
1,085 RIA firms are registered or notice filed in Alaska: 54 state registered and 1,031 federally registered. 18 are headquartered there.
Which RIA firms in Alaska have the most advisers?
Alaska Wealth Advisors (13 advisers), Bright Road Wealth Management, LLC (9 advisers) and Blue Anchor Wealth Advisors, LLC (6 advisers).
How much do RIA firms in Alaska manage?
The 17 RIA firms headquartered in Alaska that report assets report $8.8B in total. The median is $232M for federally registered firms and $29.2M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms 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.
Registered or notice filed in Alaska counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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