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Top Financial Advisors in Anchorage, AK

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Review content is produced independently of any business relationships that might exist with the firms mentioned here, and business partners of SmartAsset receive no special consideration in reviews. This page contains links to SmartAsset's financial advisor matching tool, which may or may not match you with the advisor(s) mentioned here.

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.

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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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$563,377,248 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

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What We Use in Our Methodology

To find the top financial advisors in Anchorage, 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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

APCM Wealth Management for Individuals, LLC

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.

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