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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

9 firms manage $8.5 billionAlaska

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  1. 2283
    Alaska Permanent Capital Management, LLCAnchorage, AK · 90 clientsAsset manager
    Northern Trust 35%Principal Financial Group 33%
    $4.4B
  2. 3931
    Latash Investments, LLCAnchorage, AK · 7 clientsAsset manager
    Northern Trust 74%Fhlb DES Moines 26%
    $1.7B
  3. 4950
    Alaska Wealth AdvisorsAnchorage, AK · 672 clientsWealth manager
    Schwab 100%
    $1.2B
  4. 8333
    Bright Road Wealth Management, LLCAnchorage, AK · 622 clientsWealth manager
    Schwab 100%
    $443M
  5. 11487
    Heisten Wrenn Private Wealth, LLCAnchorage, AK · 224 clientsWealth manager
    Fidelity 100%
    $232M
  6. 12091
    McKinley Alaska Private Investments, LLCAnchorage, AK · 3 clientsPrivate fund adviser
    No custodian reported
    $206M
  7. 13274
    1207 Capital Group, LLCJuneau, AK · 4 clientsPrivate fund adviser
    No custodian reported
    $163M
  8. 13877
    Blue Anchor Wealth Advisors, LLCKetchikan, AK · 300 clientsWealth manager
    Schwab 100%
    $144M
  9. 15838
    PT Capital Advisors, LLCAnchorage, AK · 11 clientsPrivate fund adviser
    No custodian reported
    $57M

RIAs by state