Clients per advisor for Supported firms in Alaska

In Alaska, supported financial advisor firms tend to have a higher client load per advisor compared to the national median. With 49 firms operating in the state, the median number of clients per advisor is 63, exceeding the national median of 47. This suggests that Alaskan supported firms often manage a broader client base, potentially reflecting more structured and scalable service models. Clients working with these firms may experience efficient processes designed to handle larger caseloads, which could mean less personalized attention but potentially lower fees or minimums. Understanding this dynamic can help clients gauge the service style they might expect from supported firms in Alaska.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Catalyst Financial NW Corporation	Very High 527	1,054	2	4
Heritage Asset Management, LLC	Very High 373	746	2	2
GreenPortfolio Inc.	Very High 346	346	1	6
Brian Low Financial Group, LLC	Very High 291	874	3	8
Ironwood Investment Management, LLC	Very High 288	288	1	8
Latour Asset Management LLC	Very High 178	710	4	4
Burrus	Very High 161	322	2	5
Timepiece Financial Planning, Inc.	Very High 159	159	1	3
Advisifi LLC	Very High 133	133	1	6
Capstone RIA	Very High 131	262	2	3
Schwan Financial Advisors, LLC	Very High 131	261	2	2
Demars Financial Group LLC	Very High 125	498	4	4
Baobab Wealth Management	Very High 120	240	2	2
Lighthouse Financial Services Inc	Very High 115	458	4	6
Heisten Wrenn Private Wealth, LLC	Very High 108	216	2	3
Beacon Capital Advisory Group	High 92	184	2	4
TJT Capital Group, LLC	High 91	181	2	4
MacFarlane Investors	High 84	167	2	2
Professional Financial Management, Inc.	High 82	163	2	2
Investable	High 81	81	1	4
Kotys Wealth Professionals	High 80	321	4	8
Lesa Sroufe & Company, Inc.	High 79	238	3	4
Harvest Financial Partners	High 74	147	2	2
Williams & Novak Wealth Management, LLC	High 69	275	4	8
Capstone Wealth Advisors, LLC	Typical 63	125	2	3
Atlantis Wealth Advisors LLC	Typical 62	248	4	4
Scarecrow Advisors, LLC	Typical 62	247	4	5
Snake River Investment Counsel LLC	Typical 61	121	2	2
360 Ira	Typical 60	180	3	3
Taverik Capital, LLC	Typical 59	117	2	10
Mench Financial Inc	Typical 58	175	3	4
Marquam Capital	Typical 58	173	3	3
Phil A. Younker & Associates, Ltd.	Typical 57	113	2	2
Kipos Wealth	Typical 49	98	2	2
Arbor Investment Management	Typical 48	96	2	2
Strategic Advocates, LLC	Typical 47	141	3	3
Ridgeline Private Wealth	Typical 46	185	4	6
Monteith Wealth	Typical 45	90	2	6
Change Wealth Advisors	Typical 44	87	2	2
Radix Wealth	Typical 43	86	2	2
Datalign	Low 38	38	1	20
Coho Advisory Services, LLC	Low 37	148	4	4
Evergreen Wealth Advisors	Low 36	142	4	18
Canaccord Genuity Wealth Management (USA) Inc.	Low 33	66	2	31
Radiant Wealth Planning	Low 30	59	2	2
Hawkins Investment Counsel, LLC	Low 25	98	4	4
Catherine R.. Smith, Financial Planner, LLC	Very Low 18	18	1	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Zacks Intelligence LLC	Very Low 1	1	1	7

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Clients per advisor for Supported firms serving clients in Alaska