RIAs in Alaska

18 RIAs headquartered in Alaska managing a combined $8.8B.

By city

AnchorageAlaska14 FIRMS · $8.5B JuneauAlaska1 FIRM · $163M KetchikanAlaska1 FIRM · $144M PalmerAlaska1 FIRM · $2.2M SoldotnaAlaska1 FIRM · $3.7M

All RIAs in Alaska

Alaska Permanent Capital Management, LLC

Anchorage, AK

AUM $4.4BTEAM 13REPS 3

Latash Investments, LLC

Anchorage, AK

AUM $1.7BTEAM 8REPS 3

Alaska Wealth Advisors

Anchorage, AK

AUM $1.2BTEAM 23REPS 14

Bright Road Wealth Management, LLC

Anchorage, AK

AUM $443MTEAM 13REPS 11

Heisten Wrenn Private Wealth, LLC

Anchorage, AK

AUM $232MTEAM 3REPS 2

Mckinley Alaska Private Investments, LLC

Anchorage, AK

AUM $206MTEAM 6REPS 3

1207 Capital Group, LLC

Juneau, AK

AUM $163MTEAM 4REPS 3

Blue Anchor Wealth Advisors, LLC

Ketchikan, AK

AUM $144MTEAM 6REPS 6

Alaska Investment Management LLC

Anchorage, AK

AUM $104MTEAM 4REPS 2

PT Capital Advisors, LLC

Anchorage, AK

AUM $56.9MTEAM 6REPS 2

Coho Advisory Services, LLC

Anchorage, AK

AUM $52.4MTEAM 6REPS 6

Catherine R. Smith, Financial Planner, LLC

Anchorage, AK

AUM $31.2MTEAM 3REPS 1

Outlook Financial Services

Anchorage, AK

AUM $30.7MTEAM 1REPS 2

Artica Financial Services LLC

Anchorage, AK

AUM $27.6MTEAM 1REPS 1

Alaska Wealth Management

Anchorage, AK

AUM $23MTEAM 2REPS 2

Link Asset Management LLC

Soldotna, AK

AUM $3.7MTEAM 1REPS 1

True North Wealth Management LLC

Palmer, AK

AUM $2.2MTEAM 1REPS 1

Stevens Group Wealth Coaches, Inc. D/B/A Alaska Advisors

Anchorage, AK

AUM —TEAM 1REPS 1

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