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 the tables and reviews below.
Finding a financial advisor 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.
Find a Fiduciary Financial Advisor
We match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Alaska Wealth Advisors  Find an Advisor | $874,935,474 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | Bright Road Wealth Management, LLC  Find an Advisor | $284,102,559 | No required account minimum |
| Minimum AssetsNo required account minimumFinancial Services
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| 3 | Heisten Financial, LLC  Find an Advisor | $124,137,768 | $300,000 |
| Minimum Assets$300,000Financial Services
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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:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Alaska Wealth Advisors
Alaska Wealth Advisors ranks first on our list of the top financial advisor firms in Anchorage and the No. 1 firm in the state. The firm’s staff features a number of accredited professionals, including Certified Financial Planner™ (CFP®), certified public accountants (CPA), chartered financial consultants (ChFC), an accredited investment fiduciary (AIF) and a financial paraplanner qualifed professional (FPQP).
This fee-only firm does not earn commissions or have advisors on staff who do. Alaska Wealth Advisors primarily works with individuals and high-net-worth individuals. It also corporations and charities, pension and profit-sharing plans as clients. The firm does not list a minimum account balance requirement.
Alaska Wealth Advisors Background
While the firm's legal name is APCM Wealth Management for Individuals, the practice does business as Alaska Wealth Advisors. The firm is a subsidiary of its majority owner, Alaska Permanent Capital Management (APCM), a registered investment advisor (RIA). APCM is owned by chairman and CEO Evan Rose and Fran Rose, trustee of the Dave Rose Estate. 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.
In addition to financial planning and portfolio management, Alaska Wealth Advisors 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.
Alaska Wealth Advisors Investment Strategy
Alaska Wealth Advisors Investment 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.
Multi-asset 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 multi-asset 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.
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. There are no account minimums, but the firm does charge a minimum fee of $4,000 for financial planning.
The firm has several Certified Financial Planner™ (CFP®) on staff, as well as one certified public accountant (CPA). As a fee-only firm, advisors at Bright Road do not earn commissions or other third-party compensation on the sale of securities or insurance products.
Bright Road Wealth Management Background
Bright Road Wealth Management was founded in 2012 by Brian Kent Pinkston, an advisor with over 20 years of experience. Pinkston is the majority owner of the business, while Jayson Owens, a CFP on staff, owns a minority stake. In addition to its headquarters in Anchorage, the firm has offices in Tacoma, Washington, Corpus Christi, Texas and Denver.
In addition to investment management and financial planning, the firm can help clients with retirement planning and small business planning.
Bright Road Wealth Management Investment 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. Individual strategies may include long-term trading, margin, covered call writing and cash-secured puts.
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-based financial advisor that provides investment advisory and financial planning services. 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.
As a fee-based firm, advisors at Heisten Financial may earn commissions on the sale of insurance products, creating a potential conflict of interest.
Heisten Financial Background
Heisten was founded in 2021 by Chris Heisten, who has 16 years of experience in financial planning. He holds the designation of a Certified Financial Planner™ (CFP®), chartered retirement planning counselor (CRPC), and chartered SRI counselor (CSRIC). Heisten is the sole owner of the business.
Heisten Financial Investment Strategy
Heisten Financial provides a tailor-made investment management service to help its clients. The firm works to provide the right asset allocation based on each client's goals. Its investment choices include fixed-income, municipal bonds, equities, ETFs and mutual funds. The firm's primary goal for investing is to help the client maintain purchasing power over the long term.
