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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
9 firms manage $8.5B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Alaska Permanent Capital Management, LLCAnchorage, AK | AK | $4.4B | +7.6% | 90 | $49M | 10 | Northern Trust; Principal Financial Group; Charles Schwab; Key Bank | – | |
| 2Latash Investments, LLCAnchorage, AK | AK | $1.7B | +12% | 7 | $248M | 4 | Northern Trust; Fhlb DES Moines | – | |
| 3Alaska Wealth AdvisorsAnchorage, AK | AK | $1.2B | +25% | 672 | $2M | 16 | Charles Schwab | – | |
| 4Bright Road Wealth Management, LLCAnchorage, AK | AK | $443M | +27% | 622 | $713K | 10 | Charles Schwab | – | |
| 5Heisten Wrenn Private Wealth, LLCAnchorage, AK | AK | $232M | +37% | 224 | $1M | 2 | Fidelity | – |
4 more firms match this screen.
Atlas shows every row, every column and ten years of assets for each firm, with exports, saved screens and alerts when firms change.