Finding a Top Financial Advisor Firm in Anchorage, Alaska
SmartAsset created this list of the top financial advisor firms in Anchorage, Alaska to make the search for the right advisor easier. To help you differentiate which firms match your needs and which don’t, we’ve laid out each firm’s account minimums, fee structure and offered services, among other information, in tables and reviews below. SmartAsset has also developed a free financial advisor matching tool that can pair you with advisors in your area.
|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||APCM Wealth Management for Individuals, LLC Find an Advisor||$563,377,248||No set account minimum|| || |
Minimum AssetsNo set account minimum
How We Found the Top Financial Advisor Firms in Anchorage, Alaska
To find the top financial advisors in Anchorage, Alaska, we first identified all firms registered with the SEC in the city. 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 ranks first on our list of the top financial advisor firms in Anchorage, and is in fact the only firm on the list. The firm’s staff features a number of accredited professionals, including six certified financial planners (CFPs), two certified public accountants (CPA), one chartered financial consultant (ChFC), one accredited investment fiduciary (AIF) and a financial paraplanner qualifed professional (FPQP).
A fee-only firm that does not earn commissions, APCM Wealth Management for Individuals primarily works with individuals and high-net-worth individuals. It also has a corporation and several charities, pension and profit-sharing plans as clients. The firm does not list a minimum account balance requirement.
APCM Wealth Management for Individuals Background
APCM Wealth Management for Individuals is not independently owned. The firm is a subsidiary of its majority owner, Alaska Permanent Capital Management (APCM), a registered investment advisor (RIA). The firm’s minority owners are LGB Strategies, LLC and CMS Strategies, LLC, owned by firm directors Laura Bruce and Cathie Straub, respectively.
The firm hasn’t been in business for very long, as it was founded in 2014. However, the firm’s advisors average about 20 years of experience in financial management.
APCM specializes in serving those going through a divorce or dealing with the death of a loved one. The firm’s other services include pre- and post-retirement planning, Roth IRA conversions, estate planning, insurance review, tax management, education planning and risk assessment.
APCM Wealth Management for Individuals Investing Strategy
APCM Wealth Management for Individuals uses just two investment strategies: Fixed income only accounts and multi-asset accounts with equity exposure.
The firm’s fixed income only accounts emphasize a long-term approach and feature conservative investment choices. The firm selects investments for these portfolios by running a structural analysis on individual securities, and it also takes into account your personal financial objectives to determine which investment opportunities are most appropriate.
Balanced accounts are more similar to robo-advisor accounts. The firm uses modeling programs to determine the highest possible level of return that still falls within your risk tolerance parameters. The investments used in these portfolios vary much more than the investments used in the firm’s fixed income only accounts. For balanced accounts, some of the firm’s most common investment choices include exchange-traded funds (ETFs), mutual funds, debt securities, certificates of deposit (CDs), asset-backed securities and mortgage backed securities.