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Top 4 financial advisor firms in Alaska

4 SEC-registered financial advisor firms are headquartered in Alaska, with $1.98B in combined regulatory assets under management. The largest by assets are Apcm Wealth Management for Individuals ($1.16B), Bright Road Wealth Management ($443M) and Heisten Wrenn Private Wealth ($232M).

4
Financial advisor firms
$1.98B
Their combined AUM
$338M
Median firm AUM
1,818
Clients of the top 4

The 4 largest by assets

  1. 1
    Apcm Wealth Management for Individuals

    RIA

    $1.16B

  2. 2
    Bright Road Wealth Management

    RIA

    $443M

  3. 3
    Heisten Wrenn Private Wealth

    RIA

    $232M

  4. 4
    Blue Anchor Wealth Advisors

    RIA

    $144M

Profiles of the top 4

No. 1 · RIA

Apcm Wealth Management for Individuals

Apcm Wealth Management for Individuals is an investment adviser based in Anchorage, AK, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.16 billion, as filed on 24 September 2026.

Apcm Wealth Management for Individuals charges up to 1.50% for its Account fees. The brochure does not state whether the rate is annual.

Regulatory AUM
$1.16B
Clients
672
Advisory staff
16
Founded
2014
Fee schedule
Up to 1.50%
Minimum account
$500,000
Custodians
Charles Schwab
Headquarters
3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503
Phone
907-272-7575
Website
akwealthadvisors.com

No. 2 · RIA

Bright Road Wealth Management

Bright Road Wealth Management is an investment adviser based in Anchorage, AK, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $443 million, as filed on 5 March 2026.

Bright Road Wealth Management charges 0.60%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM
$443M
Clients
622
Advisory staff
10
Fee schedule
0.60% to 1.00% a year
Custodians
Charles Schwab
Headquarters
405 W. 36th Avenue, Suite 212, Anchorage, AK 99503
Phone
907-339-1555
Website
brightroadwealth.com

No. 3 · RIA

Heisten Wrenn Private Wealth

Heisten Wrenn Private Wealth is an investment adviser based in Anchorage, AK, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $232 million, as filed on 14 May 2026.

Heisten Wrenn Private Wealth charges 0.80%–1.40% a year for its Asset Management.

Regulatory AUM
$232M
Clients
224
Advisory staff
2
Founded
2021
Fee schedule
0.80% to 1.40% a year
Custodians
Fidelity
Headquarters
3150 C Street, Suite 225, Anchorage, AK 99503
Phone
907-222-6270
Website
heistenwrenn.com

No. 4 · RIA

Blue Anchor Wealth Advisors

Blue Anchor Wealth Advisors is an investment adviser based in Ketchikan, AK, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $144 million, as filed on 8 September 2026.

Blue Anchor Wealth Advisors charges 1.50% a year for its Portfolio Management.

Regulatory AUM
$144M
Clients
300
Advisory staff
6
Fee schedule
1.50% to 1.50% a year
Headquarters
4079 Tongass Ave. Suite 204, Ketchikan, AK 99901
Phone
907-225-6110
Website
blueanchorwealth.com

Questions about financial advisors in Alaska

How many financial advisor firms are headquartered in Alaska?

4 SEC-registered financial advisor firms report their principal office in Alaska, managing $1.98B in regulatory assets between them. The other 4 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Alaska?

Apcm Wealth Management for Individuals, with $1.16B in regulatory assets under management on its latest Form ADV. The next largest are Bright Road Wealth Management ($443M) and Heisten Wrenn Private Wealth ($232M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Alaska?

The median firm manages $338M in regulatory assets. That is the midpoint of the 4 firms headquartered in Alaska.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Alaska charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Alaska?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Alaska has 4 financial advisor firms; see every adviser in the state →

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