Clients per advisor for Team firms in Alaska

In Alaska, team-based financial advisor firms tend to serve a higher number of clients per advisor compared to the broader market. With 168 such firms operating in the state, the median clients per advisor is 83, notably above the typical national median of around 50 for similar-sized teams. This suggests that Alaskan firms often manage larger client loads, potentially reflecting more streamlined, scalable service models that prioritize efficiency. For clients, this may mean encountering advisors who balance broader client coverage with standardized processes, rather than highly personalized, relationship-driven approaches. Understanding this dynamic can help you gauge the type of advisory experience you might expect in Alaska.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Retirement Management Systems	Very High 758	3,032	4	11
Estabrook Capital Management LLC	Very High 697	697	1	10
Public Advisors LLC	Very High 646	4,521	7	44
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Mariner	Very High 505	3,537	7	13
Northwest Quadrant Wealth Management	Very High 502	1,004	2	3
Kiley Juergens Wealth Management, LLC	Very High 490	2,937	6	26
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Miller Tabak Asset Management	Very High 468	936	2	9
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Axos Invest, Inc	Very High 453	6,792	15	15
Oliver Capital Management	Very High 452	452	1	2
180 Wealth Advisors, LLC	Very High 440	1,320	3	11
Woodard & Co Asset Management Group Inc	Very High 361	1,806	5	5
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Reliant Wealth Planning, LLC	Very High 283	1,700	6	13
Iron Gate Global Advisors	Very High 251	1,760	7	7
StraightLine	Very High 236	2,358	10	11
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Stanley-Laman Group Ltd.	Very High 225	225	1	24
Nelson Securities,Inc.	Very High 224	2,016	9	15
Hahn Financial Group	Very High 205	1,846	9	16
Cullinan Associates, Inc.	Very High 200	599	3	17
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Gemmer Asset Management LLC	Very High 181	1,270	7	16
Nectarine	Very High 169	3,210	19	32
Cross Financial Advisors	Very High 166	1,831	11	12
Martel Wealth Advisors, LLC	Very High 166	998	6	13
Capital Advisors Wealth Management	Very High 166	993	6	10
Aspire Capital Advisors LLC	Very High 163	1,956	12	22
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Zoe Financial, Inc.	Very High 161	1,608	10	45
Woodley Farra	Very High 159	1,591	10	14
Richards Merrill Wealth Management	Very High 159	1,270	8	10
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
SMI Advisory Services, LLC	Very High 154	1,080	7	7
Matrix Asset Advisors Inc	Very High 152	607	4	12
Deltec Asset Management LLC	Very High 148	148	1	15
Total Investment Management, Inc.	Very High 148	1,184	8	12
Lighthouse Wealth Strategies, LLC	Very High 144	866	6	13
J.W. Burns & Company, Inc.	Very High 143	572	4	8
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
Beacon Financial Group	Very High 132	1,052	8	18
TRUE Private Wealth Advisors, LLC	Very High 131	1,576	12	22
von Borstel & Associates	Very High 125	499	4	11
Ballew Advisors Inc	Very High 122	853	7	11
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Navellier & Associates Inc	Very High 113	1,238	11	21
Bridgeport Financial Solutions	Very High 112	895	8	9
Markowski Investments	Very High 112	1,227	11	11
Intellus Advisors, LLC	Very High 111	1,002	9	15
Denver Wealth Management, Inc.	Very High 110	986	9	18
Rossby Financial, LLC	High 106	2,542	24	24
Bill Few Associates, Inc.	High 106	2,954	28	31
SLP Wealth	High 104	1,657	16	23
Fortis Group Advisors LLC	High 103	2,566	25	29
MarsJewett Financial Group	High 102	717	7	16
Aviso Wealth Management	High 101	913	9	9
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Arbor Capital Management Inc	High 100	601	6	7
Young Richard C & Co Ltd	High 100	798	8	14
The Planning Center, Inc.	High 99	895	9	28
ALTA Capital Management LLC	High 99	1,193	12	19
Armstrong Advisory Group Inc.	High 99	1,489	15	22
Kingdom Financial Group, LLC	High 99	1,785	18	51
Freedom Investment Management, Inc.	High 97	485	5	9
Keudell Morrison Wealth Management, LLC	High 96	766	8	11
Guidestone Advisors	High 91	2,087	23	34
Pinkerton Wealth Partners	High 88	1,233	14	49
Tradition Wealth Management LLC	High 88	2,107	24	32
Allied Investment Advisors LLC	High 87	953	11	12
Vickerman Investment Advisors, Inc.	High 86	428	5	7
Phillips and Company Advisors LLC	High 85	1,110	13	19
Martin Nelson & Co., Inc.	High 84	422	5	9
Wellesley Asset Management, Inc.	High 83	1,246	15	30
BCG Securities, inc.	High 82	2,060	25	55
Confidence Wealth Management, Inc.	High 82	737	9	19
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Rebalance LLC	High 80	636	8	17
Human Investing	High 79	1,267	16	28
Century Management Financial Advisors	High 79	707	9	16
Cookson Peirce Wealth Management	High 77	1,544	20	29
Core Wealth Partners LLC	High 76	380	5	5
Financial Plan, Inc.	High 75	905	12	12
Continental Investors Services, Inc.	High 75	602	8	14
FEFA Financial	Typical 73	1,679	23	27
LifeTyme Financial Advisors, LLC	Typical 72	502	7	8
Cabot Wealth Management	Typical 71	636	9	16
Masterworks Advisers, LLC	Typical 70	1,045	15	15
First Pacific Financial, Inc.	Typical 68	1,291	19	33
Diamond Wealth Management, LLC	Typical 65	391	6	6
Toth Financial Advisory Corp	Typical 65	647	10	18
Decker Retirement Planning Inc.	Typical 64	767	12	23
RW Investment Management LLC	Typical 63	758	12	20
Financial Advisors Network, Inc.	Typical 63	816	13	22
Dash Investments	Typical 62	432	7	9
Bright Road Wealth Management, LLC	Typical 61	614	10	13
Centurion Wealth Management	Typical 61	428	7	14
Clear Harbor Asset Management, LLC	Typical 60	784	13	24
Cypress Wealth Services, LLC	Typical 59	825	14	21
DAI Wealth, LLC	Typical 59	1,466	25	40
Godsey & Gibb Wealth Management	Typical 57	747	13	23
Snider Financial Group	Typical 57	514	9	15
BCM Advisors, LLC	Typical 57	396	7	9
Quantum Financial Planning Services, Inc.	Typical 56	790	14	19
25 Financial	Typical 56	505	9	19
Bts Asset Management, Inc.	Typical 55	443	8	13
Alaska Wealth Advisors	Typical 55	660	12	23
Financial Synergies	Typical 55	927	17	21
Peterson Wealth Advisors, LLC	Typical 54	653	12	12
Elliott Cove Capital Management	Typical 53	584	11	11
Mainsail Financial Group	Typical 53	424	8	12
Oarsman Capital, Inc	Typical 52	670	13	21
Total Wealth Planning and Management, Inc.	Typical 52	412	8	8
McDonald Partners LLC	Low 51	1,131	22	29
Interwise	Low 51	307	6	10
Cutler Investment Group	Low 50	949	19	24
Ironwood Investment Counsel, LLC	Low 50	549	11	22
Horter Investment Management, LLC	Low 50	1,292	26	43
Keen Wealth Advisors	Low 48	1,014	21	30
SGL Investment Advisors, Inc.	Low 47	712	15	15
REDW Wealth LLC	Low 46	370	8	15
Robinson Smith Wealth Advisors, LLC	Low 46	228	5	8
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Blue Anchor Wealth Advisors, LLC	Low 44	266	6	6
TRADEway	Low 44	611	14	36
Stansberry Asset Management, LLC	Low 42	975	23	34
Clarus Wealth Advisors, LLC	Low 42	502	12	13
Nasdaq Dorsey Wright	Low 40	806	20	25
Avier Wealth Advisors	Low 39	583	15	20
Arista Wealth Management, LLC	Low 38	377	10	16
Flagstar Advisors	Low 37	1,004	27	37
Tribeca Financial, LLC	Low 37	219	6	6
Jacobson & Schmitt Advisors, LLC	Low 36	437	12	15
Austin Asset	Low 34	447	13	21
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Uhlmann Investment Management, L.L.C.	Very Low 33	456	14	14
Stirlingshire Investments	Very Low 32	760	24	29
Valtrion Capital Management, LLC	Very Low 31	188	6	6
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
WaFd Wealth, Inc	Very Low 30	274	9	14
Pacific Wealth Management	Very Low 30	209	7	7
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
Anchor Capital Advisors LLC	Very Low 28	474	17	42
West Ridge Advisors	Very Low 28	361	13	13
Cabin Advisors, LLC	Very Low 26	368	14	15
Savvi Financial LLC	Very Low 23	135	6	22
Forefront	Very Low 21	572	27	27
PracticeCFO Investments	Very Low 21	211	10	32
1834 Investment Advisors Co.	Very Low 19	369	19	45
DMK Advisor Group, Inc.	Very Low 18	298	17	42
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Colorado Financial Service Corporation	Very Low 12	188	16	38
Sanders Morris LLC	Very Low 12	127	11	27
Paraklete Financial, Inc.	Very Low 12	69	6	6
401k Generation	Very Low 11	68	6	35
Parcion Private Wealth LLC	Very Low 11	165	15	28
Highland Capital Advisors, LLC	Very Low 3	17	5	7
Algorithmic Investment Models	Very Low 1	8	8	8

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Clients per advisor for Team firms serving clients in Alaska