Clients per advisor for Team firms in Alaska

In Alaska, team-based financial advisory firms tend to serve significantly more clients per advisor compared to typical national patterns. With 111 firms operating in the state, the median number of clients per advisor is 96, well above the national median of around 50 for similar-sized teams. This suggests that Alaskan firms often adopt more scalable, process-driven approaches, managing larger client loads through defined roles and collaborative systems. For clients, this may translate to a more standardized service experience, potentially with broader reach but less individualized attention than firms with lower client-to-advisor ratios.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Algorithmic Investment Models	Very Low 1	8	8	8
Highland Capital Advisors, LLC	Very Low 3	17	5	7
Parcion Private Wealth LLC	Very Low 11	165	15	28
401k Generation	Very Low 11	68	6	35
Paraklete Financial, Inc.	Very Low 12	69	6	6
Sanders Morris LLC	Very Low 12	127	11	27
Colorado Financial Service Corporation	Very Low 12	188	16	38
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
DMK Advisor Group, Inc.	Very Low 18	298	17	42
1834 Investment Advisors Co.	Very Low 19	369	19	45
Forefront	Very Low 20	572	27	27
PracticeCFO Investments	Very Low 21	211	10	32
Savvi Financial LLC	Very Low 23	135	6	22
Cabin Advisors, LLC	Very Low 26	368	14	15
West Ridge Advisors	Very Low 28	361	13	13
Anchor Capital Advisors LLC	Very Low 28	474	17	42
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
Pacific Wealth Management	Low 30	209	7	7
WaFd Wealth, Inc	Low 30	274	9	14
Guardian Wealth Partners, LLC	Low 31	402	13	75
Valtrion Capital Management, LLC	Low 31	188	6	6
Stirlingshire Investments	Low 32	760	24	29
Uhlmann Investment Management, L.L.C.	Low 33	456	14	14
Equitycompass Investment Management, LLC	Low 33	163	5	14
Austin Asset	Low 34	447	13	21
Jacobson & Schmitt Advisors, LLC	Low 36	437	12	15
Tribeca Financial, LLC	Low 37	219	6	6
Flagstar Advisors	Low 37	1,004	27	37
Arista Wealth Management, LLC	Low 38	377	10	16
Avier Wealth Advisors	Low 39	583	15	20
Nasdaq Dorsey Wright	Low 40	806	20	25
Clarus Wealth Advisors, LLC	Low 42	502	12	13
TRADEway	Low 44	611	14	36
Stansberry Asset Management, LLC	Low 44	975	23	34
Blue Anchor Wealth Advisors, LLC	Low 44	266	6	6
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Robinson Smith Wealth Advisors, LLC	Low 46	228	5	8
REDW Wealth LLC	Low 46	370	8	15
Mainsail Financial Group	Low 47	424	8	12
SGL Investment Advisors, Inc.	Low 47	712	15	15
Horter Investment Management, LLC	Low 48	1,292	26	43
Keen Wealth Advisors	Low 48	1,014	21	30
Ironwood Investment Counsel, LLC	Typical 50	549	11	22
Cutler Investment Group	Typical 50	949	19	24
Interwise	Typical 51	307	6	10
McDonald Partners LLC	Typical 51	1,131	22	29
Total Wealth Planning and Management, Inc.	Typical 52	412	8	8
Oarsman Capital, Inc	Typical 52	670	13	21
Elliott Cove Capital Management	Typical 53	584	11	11
Centurion Wealth Management	Typical 54	428	7	14
Peterson Wealth Advisors, LLC	Typical 54	653	12	12
Financial Synergies	Typical 55	927	17	21
Alaska Wealth Advisors	Typical 55	660	12	23
Bts Asset Management, Inc.	Typical 55	443	8	13
25 Financial	Typical 56	505	9	19
Quantum Financial Planning Services, Inc.	Typical 56	790	14	19
BCM Advisors, LLC	Typical 57	396	7	9
Snider Financial Group	Typical 57	514	9	15
Godsey & Gibb Wealth Management	Typical 57	747	13	23
DAI Wealth, LLC	Typical 59	1,466	25	40
Cypress Wealth Services, LLC	Typical 59	825	14	21
Clear Harbor Asset Management, LLC	Typical 60	784	13	24
Bright Road Wealth Management, LLC	Typical 61	614	10	13
Dash Investments	Typical 62	432	7	9
Financial Advisors Network, Inc.	Typical 63	816	13	22
RW Investment Management LLC	Typical 63	758	12	20
Decker Retirement Planning Inc.	Typical 64	767	12	23
Toth Financial Advisory Corp	Typical 65	647	10	18
Diamond Wealth Management, LLC	Typical 65	391	6	6
First Pacific Financial, Inc.	Typical 68	1,291	19	33
Masterworks Advisers, LLC	High 70	1,045	15	15
Cabot Wealth Management	High 71	636	9	16
LifeTyme Financial Advisors, LLC	High 72	502	7	8
FEFA Financial	High 73	1,679	23	27
Continental Investors Services, Inc.	High 75	602	8	14
Financial Plan, Inc.	High 75	905	12	12
Core Wealth Partners LLC	High 76	380	5	5
Cookson Peirce Wealth Management	High 77	1,544	20	29
Century Management Financial Advisors	High 79	707	9	16
Human Investing	High 79	1,267	16	28
Rebalance LLC	High 80	636	8	17
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Confidence Wealth Management, Inc.	High 82	737	9	19
BCG Securities, inc.	High 82	2,060	25	55
Wellesley Asset Management, Inc.	High 83	1,246	15	30
Martin Nelson & Co., Inc.	High 84	422	5	9
Phillips and Company Advisors LLC	High 85	1,110	13	19
Vickerman Investment Advisors, Inc.	High 86	428	5	7
Allied Investment Advisors LLC	High 87	953	11	12
Tradition Wealth Management LLC	High 88	2,107	24	32
Pinkerton Wealth Partners	High 88	1,233	14	49
Guidestone Advisors	High 91	2,087	23	34
Keudell Morrison Wealth Management, LLC	High 96	766	8	11
Freedom Investment Management, Inc.	High 97	485	5	9
Kingdom Financial Group, LLC	High 99	1,785	18	51
Armstrong Advisory Group Inc.	High 99	1,489	15	22
ALTA Capital Management LLC	High 99	1,193	12	19
The Planning Center, Inc.	High 99	895	9	28
Young Richard C & Co Ltd	High 100	798	8	14
Arbor Capital Management Inc	High 100	601	6	7
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Aviso Wealth Management	High 101	913	9	9
MarsJewett Financial Group	High 102	717	7	16
Fortis Group Advisors LLC	High 103	2,566	25	29
SLP Wealth	High 104	1,657	16	23
Bill Few Associates, Inc.	Very High 106	2,954	28	31
Rossby Financial, LLC	Very High 106	2,542	24	24
Denver Wealth Management, Inc.	Very High 110	986	9	18
Intellus Advisors, LLC	Very High 111	1,002	9	15
Markowski Investments	Very High 112	1,227	11	11
Bridgeport Financial Solutions	Very High 112	895	8	9
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
Ballew Advisors Inc	Very High 122	853	7	11
von Borstel & Associates	Very High 125	499	4	11
TRUE Private Wealth Advisors, LLC	Very High 131	1,576	12	22
Beacon Financial Group	Very High 132	1,052	8	18
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
J.W. Burns & Company, Inc.	Very High 143	572	4	8
Lighthouse Wealth Strategies, LLC	Very High 144	866	6	13
Deltec Asset Management LLC	Very High 148	148	1	15
Total Investment Management, Inc.	Very High 148	1,184	8	12
Matrix Asset Advisors Inc	Very High 152	607	4	12
SMI Advisory Services, LLC	Very High 154	1,080	7	7
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
Richards Merrill Wealth Management	Very High 159	1,270	8	10
Woodley Farra	Very High 159	1,591	10	14
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Aspire Capital Advisors LLC	Very High 163	1,956	12	22
Capital Advisors Wealth Management	Very High 166	993	6	10
Martel Wealth Advisors, LLC	Very High 166	998	6	13
Cross Financial Advisors	Very High 166	1,831	11	12
Nectarine	Very High 169	3,210	19	32
Gemmer Asset Management LLC	Very High 181	1,270	7	16
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Hahn Financial Group	Very High 205	1,846	9	16
Nelson Securities,Inc.	Very High 224	2,016	9	15
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Stanley-Laman Group Ltd.	Very High 225	225	1	24
StraightLine	Very High 236	2,358	10	11
Iron Gate Global Advisors	Very High 251	1,760	7	7
Reliant Wealth Planning, LLC	Very High 283	1,700	6	13
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Woodard & Co Asset Management Group Inc	Very High 361	1,806	5	5
180 Wealth Advisors, LLC	Very High 440	1,320	3	11
Oliver Capital Management	Very High 452	452	1	2
Axos Invest, Inc	Very High 453	6,792	15	15
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Miller Tabak Asset Management	Very High 468	936	2	9
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Kiley Juergens Wealth Management, LLC	Very High 490	2,937	6	26
Northwest Quadrant Wealth Management	Very High 502	1,004	2	3
Mariner	Very High 505	3,537	7	13
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Public Advisors LLC	Very High 565	4,521	7	44
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Estabrook Capital Management LLC	Very High 697	697	1	10
Retirement Management Systems	Very High 758	3,032	4	11
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

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Clients per advisor for Team firms serving clients in Alaska