{ "path": "/advisors/ak", "url": "https://advisorcensus.com/advisors/ak", "page_type": "state", "title": "Financial advisors in Alaska", "filters": {}, "scope_total": 30, "faq": [ { "q": "How many financial advisory firms are there in Alaska?", "a": "AdvisorCensus lists 30 investment advisory firms with a principal office in Alaska, from Form ADV filings as of October 2026: 9 SEC-registered, 21 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Alaska?", "a": "21 of the 30 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Alaska offer financial planning?", "a": "20 of the 30 firms in Alaska that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Alaska fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 21 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 30 investment advisory firms with a principal office in Alaska, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Alaska: 30 firms from Form ADV filings as of October 2026.", "total_firms": 30, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 9, "state": 21, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 21 }, { "code": "percentage_of_aum", "count": 23 }, { "code": "hourly", "count": 16 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 17 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 1 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 17 }, { "code": "5_to_9", "count": 7 }, { "code": "10_to_19", "count": 3 }, { "code": "20_plus", "count": 2 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 11 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 6 }, { "code": "500m_1b", "count": 0 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 162611, "name": "1207 Capital Group, LLC", "name_as_filed": "1207 CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/1207-capital-group-llc-juneau-ak-162611", "city": "Juneau", "state": "AK", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333034, "name": "Alaska Investment Management LLC", "name_as_filed": "ALASKA INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alaska-investment-management-llc-anchorage-ak-333034", "city": "Anchorage", "state": "AK", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106233, "name": "Alaska Permanent Capital Management, LLC", "name_as_filed": "ALASKA PERMANENT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/alaska-permanent-capital-management-llc-anchorage-ak-106233", "city": "Anchorage", "state": "AK", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291314, "name": "Alaska Retirement", "name_as_filed": "ALASKA RETIREMENT", "url": "https://advisorcensus.com/firm/alaska-retirement-291314", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 172151, "name": "Alaska Wealth Advisors", "name_as_filed": "ALASKA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/alaska-wealth-advisors-anchorage-ak-172151", "city": "Anchorage", "state": "AK", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323296, "name": "Alaska Wealth Management", "name_as_filed": "ALASKA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/alaska-wealth-management-anchorage-ak-323296", "city": "Anchorage", "state": "AK", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314987, "name": "Artica Financial Services LLC", "name_as_filed": "ARTICA FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/artica-financial-services-llc-anchorage-ak-314987", "city": "Anchorage", "state": "AK", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 307522, "name": "Blue Anchor Wealth Advisors, LLC", "name_as_filed": "BLUE ANCHOR WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/blue-anchor-wealth-advisors-llc-ketchikan-ak-307522", "city": "Ketchikan", "state": "AK", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 164408, "name": "Bright Road Wealth Management, LLC", "name_as_filed": "BRIGHT ROAD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bright-road-wealth-management-llc-anchorage-ak-164408", "city": "Anchorage", "state": "AK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116881, "name": "Capital Advisors", "name_as_filed": "CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/capital-advisors-116881", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139909, "name": "Catherine R. Smith, Financial Planner, LLC", "name_as_filed": "CATHERINE R. SMITH, FINANCIAL PLANNER, LLC", "url": "https://advisorcensus.com/firm/catherine-r-smith-financial-planner-llc-anchorage-ak-139909", "city": "Anchorage", "state": "AK", "years_registered": null, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325710, "name": "Coho Advisory Services, LLC", "name_as_filed": "COHO ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/coho-advisory-services-llc-anchorage-ak-325710", "city": "Anchorage", "state": "AK", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341067, "name": "Compass Wealth Advisor", "name_as_filed": "COMPASS WEALTH ADVISOR", "url": "https://advisorcensus.com/firm/compass-wealth-advisor-341067", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116693, "name": "Dynamic Capital Management, Inc.", "name_as_filed": "DYNAMIC CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/dynamic-capital-management-inc-anchorage-ak-116693", "city": "Anchorage", "state": "AK", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291824, "name": "Frontier Financial Planning", "name_as_filed": "FRONTIER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/frontier-financial-planning-fairbanks-ak-291824", "city": "Fairbanks", "state": "AK", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330282, "name": "Girdwood Capital LLC", "name_as_filed": "GIRDWOOD CAPITAL LLC", "url": "https://advisorcensus.com/firm/girdwood-capital-llc-girdwood-ak-330282", "city": "Girdwood", "state": "AK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315647, "name": "Heisten Wrenn Private Wealth, LLC", "name_as_filed": "HEISTEN WRENN PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/heisten-wrenn-private-wealth-llc-anchorage-ak-315647", "city": "Anchorage", "state": "AK", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343016, "name": "Honorpoint Financial", "name_as_filed": "HONORPOINT FINANCIAL", "url": "https://advisorcensus.com/firm/honorpoint-financial-343016", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 327163, "name": "Lake State Financial Inc", "name_as_filed": "LAKE STATE FINANCIAL INC", "url": "https://advisorcensus.com/firm/lake-state-financial-inc-anchor-point-ak-327163", "city": "Anchor Point", "state": "AK", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128012, "name": "Latash Investments, LLC", "name_as_filed": "LATASH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/latash-investments-llc-anchorage-ak-128012", "city": "Anchorage", "state": "AK", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315082, "name": "Link Asset Management LLC", "name_as_filed": "LINK ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/link-asset-management-llc-soldotna-ak-315082", "city": "Soldotna", "state": "AK", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319075, "name": "McKinley Alaska Private Investments, LLC", "name_as_filed": "MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mckinley-alaska-private-investments-llc-anchorage-ak-319075", "city": "Anchorage", "state": "AK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 133179, "name": "Outlook Financial Services", "name_as_filed": "OUTLOOK FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/outlook-financial-services-anchorage-ak-133179", "city": "Anchorage", "state": "AK", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168601, "name": "PT Capital Advisors, LLC", "name_as_filed": "PT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pt-capital-advisors-llc-anchorage-ak-168601", "city": "Anchorage", "state": "AK", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332286, "name": "Robertson, Dylan", "name_as_filed": "ROBERTSON, DYLAN", "url": "https://advisorcensus.com/firm/robertson-dylan-332286", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 342926, "name": "Stellar Wealth Management", "name_as_filed": "STELLAR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/stellar-wealth-management-342926", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309344, "name": "Stevens Group Wealth Coaches, Inc. D/B/A Alaska Advisors", "name_as_filed": "STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS", "url": "https://advisorcensus.com/firm/stevens-group-wealth-coaches-inc-d-b-a-alaska-advisors-anchorage-ak-309344", "city": "Anchorage", "state": "AK", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337463, "name": "True North Wealth Management LLC", "name_as_filed": "TRUE NORTH WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/true-north-wealth-management-llc-palmer-ak-337463", "city": "Palmer", "state": "AK", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342593, "name": "True Range Strategic Wealth LLC", "name_as_filed": "TRUE RANGE STRATEGIC WEALTH LLC", "url": "https://advisorcensus.com/firm/true-range-strategic-wealth-llc-342593", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328597, "name": "Unburdened Financial Planning", "name_as_filed": "UNBURDENED FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/unburdened-financial-planning-328597", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/ak/anchorage", "name": "Anchorage", "msa_name": "Anchorage, AK", "state_code": "AK", "firm_count": 17 }, { "path": "/advisors/ak/fairbanks", "name": "Fairbanks", "msa_name": "Fairbanks-College, AK", "state_code": "AK", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ak", "label": "Financial advisors in Alaska" }, "fee_pages": [ { "path": "/advisors/ak/fee-only", "label": "Fee-only financial advisors in Alaska", "firm_count": 21 }, { "path": "/advisors/ak/flat-fee", "label": "Flat-fee financial advisors in Alaska", "firm_count": 17 }, { "path": "/advisors/ak/hourly", "label": "Hourly financial advisors in Alaska", "firm_count": 16 } ] }, "csv": "https://advisorcensus.com/advisors/ak.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }