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 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|| || |
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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer 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 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.