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Top Financial Advisors in Anchorage, AK

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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 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. SmartAsset has also developed a free financial advisor matching tool that can pair you with advisors who serve 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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$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

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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 ranks first on our list of the top financial advisor firms in Anchorage. The firm’s staff features a number of accredited professionals, including certified financial planners (CFPs)certified public accountants (CPA), chartered financial consultants (ChFC), accredited investment fiduciaries (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.

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.

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 members feel like they have a distinction from other financial advisors because each comes from a different background (such as engineering) that gives each advisor 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. 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 designation of certified financial planner (CFP), chartered retirement planning counselor (CRPC), and chartered SRI counselor (CSRIC). The firm specializes in helping its clients with financial planning and overall asset management.

Heisten Financial Investing Strategy

Heisten Financial provides a tailor-made investment management service to help its clients in Alaska. The firm works to provide the right asset allocation based on each client's goals. Its investment choices 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