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The Top Financial Advisors in Alaska

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

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. But if you'd prefer us to do the hard work, SmartAsset's financial advisor matching tool can pair you with up to three professionals who serve your area.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 APCM Wealth Management for Individuals, LLC APCM Wealth Management for Individuals, LLC logo Find an Advisor

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$710,712,492 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Portfolio management for profit-sharing plans

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Portfolio management for profit-sharing plans
2 Bright Road Wealth Management, LLC Bright Road Wealth Management, LLC logo Find an Advisor

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$186,530,972 No required account minimum
  • Investment supervisory
  • Financial planning
  • Participant-directed retirement plan

Minimum Assets

No required account minimum

Financial Services

  • Investment supervisory
  • Financial planning
  • Participant-directed retirement plan
3 Heisten Financial, LLC Heisten Financial, LLC logo Find an Advisor

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$114,518,018 $300,000
  • Asset management
  • Financial planning

Minimum Assets

$300,000

Financial Services

  • Asset management
  • Financial planning

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:

APCM Wealth Management for Individuals, LLC

APCM Wealth Management for Individuals is the top-ranked financial advisor in Alaska. As a fee-only firm, the Anchorage-based company works with both individual and institutional investors and does not have a portfolio minimum. The firm's team of advisors includes certified financial planners, certified public accountants, a certified divorce financial analyst and a chartered financial consultant. For its services, APCM Wealth Management for Individuals charges clients up to 1.5% of their assets under management. 

APCM Wealth Management for Individuals Background

Founded in 2014, the firm is a subsidiary of Alaska Permanent Capital Management, which primarily provides advisory services to institutional investors. Laura Bruce and Cathie Straub serve as co-directors and minority owners of APCM Wealth Management for Individuals. With a combined 150 years of investment experience, their staff focuses on financial planning and portfolio management for individuals, small businesses and profit-sharing plans. 

APCM Wealth Management for Individuals Investment Strategy

APCM Wealth Management for Individuals employs 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.

For fixed-income accounts, advisors measure key risk factors like duration, sector exposure and credit quality using quantitative techniques, and conduct fundamental analysis before purchasing securities. Multi-asset account strategies are developed using  "sophisticated software and modeling programs to achieve an efficient portfolio," the firm states in its brochure.

Bright Road Wealth Management

Bright Road Wealth Management is a fee-only financial advisor that offers investment supervisory and financial planning services. The firm works with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations and manages more than $185 million in assets under management (AUM).

Bright Road Wealth Management Background

Bright Road Wealth Management was founded in 2012 by Brian Kent Pinkston. The firm now has five advisors, some hold the certified financial professional (CFP) designation. Mr. Pinkston also holds the chartered financial analyst (CFA) certification. The team feels like they have a distinction from other financial advisors because each comes from a different background (such as engineering) that gives each a unique perspective for their clients. 

Bright Road Wealth Management Investing Strategy

Bright Road uses evidence-based investment strategies to help clients reach their goals. The firm aims to simplify the investment process by designing custom investment strategies for each client. Bright Road Wealth Management typically limits its investment services to mutual funds, bonds, equities, fixed-income, ETFs, REITs, debt securities, and government securities. 

Heisten Financial

Heisten Financial is a fee-only financial advisor that provides investment advisory services. This means that none of its advisors receive commissions when its clients invest in recommended products. There is a minimum account size of $300,000 to work with the firm but they are open to working with individuals, high-net-worth individuals, and pension and profit-sharing plans. 

Heisten Financial Background

Heisten was founded in 2021 by Chris Heisten, who has 15 years of experience in financial planning. He holds the designations of certified financial planner (CFP), chartered retirement planning counselor (CRPC), and chartered SRI counselor (CSRIC). 

Heisten Financial Investing Strategy

Heisten Financial provides a tailor-made investment management service to all of its clients. The firm works to provide the right asset allocation based on each client's individual goals, making no two portfolios identical (at least on purpose). Its investment choices may include fixed-income, municipals, equities, ETFs, and mutual funds. 

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research