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Est. 2026The front page of wealth managementNew York

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RIAs by state · SEC data as of October 1, 2026

RIAs in Alaska

The SEC-registered investment advisers based in Alaska, what they manage, and the largest independent wealth managers.

Alaska is home to 4 wealth-focused RIAs managing $2.0B, 51st of 51 states and DC. The largest is Alaska Wealth Advisors in Anchorage, with $1.2B.

Wealth-focused RIAs
4
51st of 51
Their assets
$2.0B
51st of 51
$1B+ firms
1
Median $338M
All SEC RIAs
9
82 employees

Largest independent wealth managers in Alaska

Largest independent wealth managers headquartered in Alaska
#FirmHeadquartersRegulatory AUMIndividual clientsEmployees
1Alaska Wealth AdvisorsSEC recordAnchorage$1.2B66023
2Bright Road Wealth Management, LLCSEC recordAnchorage$443M61413
3Heisten Wrenn Private Wealth, LLCSEC recordAnchorage$232M2163
4Blue Anchor Wealth Advisors, LLCSEC recordKetchikan$144M3006

Ranked by regulatory assets under management on each firm’s latest Form ADV. Excludes broker-dealers’ advisory arms and managed-account platforms. Nationally: the 100 largest RIAs.

Questions

How many RIAs are there in Alaska?

9 SEC-registered investment advisers have their main office in Alaska, and 4 of them are wealth-focused, managing at least half of their assets for individuals and high-net-worth clients. That ranks Alaska 51st of 51 states and DC, according to Financial ADVSR’s count of SEC data as of October 1, 2026.

What is the largest RIA in Alaska?

Alaska Wealth Advisors, based in Anchorage, is the largest independent wealth manager headquartered in Alaska, with $1.2B in regulatory assets under management and 660 individual clients on its latest Form ADV.

How much do Alaska RIAs manage?

Wealth-focused RIAs based in Alaska report $2.0B in regulatory assets under management, 51st among the states. 1 of them manage $1 billion or more; the median manages $338M.

How we built this

The SEC publishes a list of every registered investment adviser, drawn from each firm’s Form ADV. We used the list current through October 1, 2026, kept the 16,943 advisers the SEC shows as approved, and placed each in the state of its main office; 14,641 are based in the United States. Regulatory assets under management come from Item 5.F, client counts from Item 5.D.

Wealth-focused RIAs manage at least half of their assets for individuals and high-net-worth clients, the same test as our RIA Custody Tracker; there are 8,130 in the US. Rankings and each state’s largest-firms list show independent wealth managers only: wealth-focused firms that offer financial planning, are not themselves broker-dealers, and hold less than half their assets in wrap programs they sponsor or manage. That leaves out wirehouse and broker-dealer advisory arms and managed-account platforms, which still count in each state’s totals.

What it doesn’t show

  • State-registered advisers, most of which manage less than $100 million, register with their state regulator and aren’t in SEC data.
  • A firm counts only in its main office state, though many have offices in several.
  • Figures are as of each adviser’s latest annual Form ADV update, usually its December 31 fiscal year-end, so they lag recent deals.
  • Firms that file under more than one registration (an RIA and a separate institutional arm, for example) appear as separate advisers.

The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.

Other states