Clients per advisor for Independent firms in Alaska

In Alaska, independent financial advisors typically serve a median of 27 clients each, slightly above the national median of 26 for this firm category. With 24 independent firms operating in the state, advisors here tend to balance personalized service with a moderately sized client base. This suggests that many Alaskan advisors may be either in the early stages of growing their practices or intentionally maintaining a manageable number of clients to provide more individualized attention. Clients seeking advisors in Alaska can expect a service model that leans toward deeper relationships without the high client loads that can limit personalized care.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Harman Investment Advisors	Very Low 8	8	1	1
Lake State Financial Inc	Low 11	11	1	1
True North Wealth Management LLC	Low 12	12	1	1
Short Put Yield	Low 14	14	1	2
Analogous Investment Management Limited Liability Company	Low 14	14	1	1
Lifelong Investment Management Services LLC	Low 14	14	1	1
Alaska Retirement	Low 15	15	1	1
Unburdened Financial Planning	Low 16	16	1	1
Dynamic Capital Management, Inc.	Typical 21	21	1	1
Artica Financial Services LLC	Typical 21	21	1	1
Frontier Financial Planning	Typical 22	22	1	1
Alaska Wealth Management	Typical 23	23	1	2
Link Asset Management LLC	Typical 30	30	1	1
Outlook Financial Services	High 42	42	1	1
Ironstream Capital, LLC	High 43	43	1	2
Overwatch Management	High 59	59	1	2
Girdwood Capital LLC	Very High 67	67	1	1
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors	Very High 101	101	1	1
Finn Wealth Management LLC	Very High 118	118	1	1
The Retirement Optimization Group, LLC	Very High 131	131	1	1
Snowbird Financial LLC	Very High 179	179	1	1
A.T. Lloyd's, Inc	Very High 418	418	1	2
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in Alaska