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 Find an Advisor||$710,712,492||No set account minimum|| || |
Minimum AssetsNo set account minimum
|2||Bright Road Wealth Management, LLC Find an Advisor||$186,530,972||No required account minimum|| || |
Minimum AssetsNo required account minimum
|3||Heisten Financial, LLC Find an Advisor||$114,518,018||$300,000|| || |
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 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.