Finding a Top Financial Advisor Firm in Alaska
If you're looking for a financial advisor in the Last Frontier -- Alaska -- we're here to help you find one. To aid you in your search, SmartAsset has compiled a list of the top financial advisors in the state according to a variety of metrics. If you don’t have a financial advisor yet, finding one doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Alaska Wealth Advisors  Find an Advisor | $1,156,213,886 | $500,000 |
| Minimum Assets$500,000Financial Services
|
| 2 | Bright Road Wealth Management, LLC  Find an Advisor | $443,261,739 | No required account minimum |
| Minimum AssetsNo required account minimumFinancial Services
|
| 3 | Arbor Capital Management Inc  Find an Advisor | $372,480,626 | None |
| Minimum AssetsNoneFinancial Services
|
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| 4 | Heisten Financial, LLC  Find an Advisor | $231,786,343 | $300,000 |
| Minimum Assets$300,000Financial Services
|
How We Found the Top Financial Advisor Firms in Alaska
To find the top financial advisors in Alaska, we first identified all firms registered with the U.S. Securities and Exchange Commission in the state. Next, we filtered out firms that don't offer financial planning services those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
Alaska Wealth Advisors
Alaska Wealth Advisors in Anchorage is the top-ranked financial advisor in Alaska. As a fee-only firm, Alaska Wealth Advisors works with both individual and institutional investors and does not have a portfolio minimum.
The firm's team of advisors includes Certified Financial Planners™ (CFP®), certified public accountants (CPA), accredited investment fiduciaries (AIF), and chartered financial consultants (ChFC), among others. The firm charges clients up to 1.5% of their assets under management.
Founded in 2014, the firm is a subsidiary of Alaska Permanent Capital Management, which primarily provides advisory services to institutional investors. The team at Alaska Wealth Advisors offers investment management using low-cost index funds or actively managed bond strategies, in-depth financial planning covering areas like retirement, insurance, estate, and tax planning, as well as access to private investment opportunities for those who qualify.
When it comes to investing clients' assets and managing their portfolios, the firm relies on two types of account management strategies: fixed-income accounts and multi-asset accounts. While fixed-income accounts are typically marked by a more long-term, conservative approach, the firm's multi-asset accounts rely on a mix of stocks and bond index funds.
Bright Road Wealth Management
Bright Road Wealth Management is a fee-only advisory firm that provides ongoing investment management and customized financial planning. The firm serves a variety of clients, including individuals, high-net-worth clients, retirement plans, and charitable entities. While there’s no account minimum, financial planning engagements start at $4,000.
Several team members hold the Certified Financial Planner™ (CFP®) designation, and the chartered financial analyst (CFA) credential. Because Bright Road operates on a fee-only basis, its advisors do not receive commissions or incentives from selling financial products.
Bright Road helps clients develop tailored strategies that reflect their financial goals and risk preferences. Services include building and monitoring portfolios, assessing risk and providing standalone financial planning. The firm also works with participant-directed retirement plans, offering investment recommendations, educational support and periodic plan reviews.
Arbor Capital Management
Arbor Capital Management, Inc. is a fee-only financial advisor that offers investment management, financial planning and consulting, retirement plan advisory services and digital asset management.
The firm works with individuals, high-net-worth individuals, families, retirees, pre-retirees, working professionals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm does not require a minimum account size.
The firm can help clients with a range of needs, offering discretionary and non-discretionary investment management, financial planning and consulting, retirement plan advisory services and digital asset management. Its planning work may include goal identification, asset allocation recommendations and cash flow modeling, though the firm does not provide legal or tax advice.
Arbor generally builds portfolios around an individualized investment policy statement, with ongoing monitoring and rebalancing. The firm uses fundamental, technical, cyclical and qualitative analysis, and may combine passive index strategies with active management depending on a client’s goals.
Heisten Financial
Heisten Financial offers fee-only financial advice focused on investment management and planning. The firm helps individuals, including high-net-worth clients, by managing portfolios with or without discretion, advising on held-away assets through Pontera, and providing planning on topics like estate strategies, risk, and big-picture financial decisions.
Investment management at Heisten is designed to fit each client’s needs. The firm uses a mix of approaches, including asset allocation, dollar-cost averaging, technical analysis, as well as both short- and long-term strategies.
The firm is primarily focused on preserving clients' purchasing power over time. Additionally, Heisten Financial seeks market risks that offer potential rewards while avoiding unnecessary risks.
