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||$410,041,319||No set account minimum|| || |
Minimum AssetsNo set account minimum
How We Found the Top Financial Advisor Firms in Anchorage, Alaska
We considered all firms based in Anchorage, Alaska that are registered with the U.S. Securities and Exchange Commission (SEC) for placement on this list. Only SEC-registered firms were considered because they are bound by fiduciary duty, legally requiring them to always act in clients’ best interests. If any of the considered firms had disciplinary issues on record, didn’t manage individual accounts or didn’t offer financial planning, they were taken out of consideration. The remaining firms were then ordered from the most assets under management (AUM) to the least, and appear below. All information is accurate as of the writing of this article.
APCM Wealth Management for Individuals
APCM Wealth Management for Individuals, LLC 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 boasts a notable number of certifications. Such certifications include certified financial planner (CFP), certified public accountant (CPA), chartered financial consultant (ChFC) and chartered financial analyst (CFA).
All of this fee-only firm’s clients are individuals, though it also serves a large group of high-net-worth individuals. 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.
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, college fund planning, tax management, trust and estate creation, business ownership transitions 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 balanced 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.