DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Firms
SEC-registered investment advisers
One row per CRD, from the adviser’s latest Form ADV. The class is a rule over Item 5.D (where the RAUM sits) and Item 7.A (related broker-dealer or bank); the wirehouses and national broker-dealers are a short curated list. Advisors is the count of representatives IAPD registers through the firm today, which is not the same as the firm’s own Item 5.B answer.
| Firm | HQ | Class | RAUM | Private clients | Advisors | RAUM / advisor | Offices | Private funds |
|---|---|---|---|---|---|---|---|---|
| Alaska Permanent Capital Management, LLC CRD 106233 | Anchorage, AK | institutional | $4.4B | 0.0% | 1 | $4.4B | 0 | 0 |
| Latash Investments, LLC CRD 128012 | Anchorage, AK | other | $1.7B | 16% | 3 | $579M | 0 | 3 |
| Alaska Wealth Advisors CRD 172151 | Anchorage, AK | independent RIA | $1.2B | 97% | 13 | $88.9M | 0 | 0 |
| Bright Road Wealth Management, LLC CRD 164408 | Anchorage, AK | independent RIA | $443M | 94% | 10 | $44.3M | 6 | 0 |
| Arbor Capital Management Inc CRD 111362 | Anchorage, AK | independent RIA | $372M | 81% | 4 | $93.1M | 6 | 0 |
| Heisten Wrenn Private Wealth, LLC CRD 315647 | Anchorage, AK | independent RIA | $232M | 89% | 2 | $116M | 0 | 0 |
| Mckinley Alaska Private Investments, LLC CRD 319075 | Anchorage, AK | asset manager | $206M | 0.0% | 0 | n/a | 0 | 3 |
| 1207 Capital Group, LLC CRD 162611 | Juneau, AK | asset manager | $163M | 0.0% | 0 | n/a | 2 | 4 |
| Pt Capital Advisors, LLC CRD 168601 | Anchorage, AK | other | $56.9M | 0.1% | 0 | n/a | 0 | 2 |
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9 advisers match.