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Alaska Advisors
Alaska Advisors was founded as Stevens Group Wealth Coaches Inc., adopting the trade name to reflect its geographic focus and advisory approach.
Alaska Advisors
Alaska Advisors was founded as Stevens Group Wealth Coaches Inc., adopting the trade name to reflect its geographic focus and advisory approach. The firm operates out of Anchorage, Alaska, a state with few dedicated RIA practices of scale. As a registered investment advisor, Alaska Advisors provides financial planning, portfolio management, and wealth coaching services to high-net-worth individuals, families, and local institutions. Its strategy centers on client-directed goal setting, asset allocation, and ongoing financial education, rather than proprietary trading or large-scale alternatives. The firm's revenue model comes from advisory fees, not commissions. The firm's team size and total assets under management are not publicly disclosed. It maintains a single office in Anchorage and has not reported additional locations or affiliated vehicles such as philanthropic foundations or operating businesses. Alaska Advisors' structural differentiator lies in its dual role as both a registered investment advisor and a financial coaching practice. This hybrid model, while not unique nationally, is rare in Alaska's financial services landscape. The firm's differentiation is its local focus and coaching methodology, which sets it apart from larger national RIA chains.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Anchorage
Corporate office
Anchorage, AK, United States
Sector focus
Frequently asked questions
What services does Alaska Advisors provide?
Alaska Advisors offers financial planning, investment management, and wealth coaching to individuals and institutions. The firm's approach emphasizes client education and goal-based planning rather than product sales. These services are delivered from the Anchorage office.
Is Alaska Advisors a family office?
No, Alaska Advisors is a registered investment advisor (RIA), not a family office. The firm serves multiple unrelated clients under a standard advisory model. Its legal name is Stevens Group Wealth Coaches Inc.
Where does Alaska Advisors operate?
Alaska Advisors operates from Anchorage, Alaska. It has no publicly listed additional offices. The firm's focus is on serving clients within the state.
How does Alaska Advisors generate revenue?
Alaska Advisors charges advisory fees based on a percentage of assets under management, typical for RIAs. It does not take commissions or proprietary product revenue. The fee structure is disclosed in its Form ADV.
What sets Alaska Advisors apart from other RIAs?
Alaska Advisors combines traditional wealth management with financial coaching, a model less common among larger national firms. Its Anchorage base allows it to serve Alaskan clients with local expertise.
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