Finding a Top Financial Advisor Firm in Alaska
If you're looking for a financial advisor in the Last Frontier -- Alaska -- we're here to help you find one. To aid you in your search, SmartAsset has compiled a list of the top financial advisors in the state according to a variety of metrics. If you don’t have a financial advisor yet, finding one 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.
| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Alaska Wealth Advisors  Find an Advisor | $925,384,680 | $500,000 |
| Minimum Assets$500,000Financial Services
|
| 2 | Bright Road Wealth Management, LLC  Find an Advisor | $349,477,061 | No required account minimum |
| Minimum AssetsNo required account minimumFinancial Services
|
| 3 | Heisten Financial, LLC  Find an Advisor | $168,715,791 | $300,000 |
| Minimum Assets$300,000Financial Services
|
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How We Found the Top Financial Advisor Firms in Alaska
To find the top financial advisors in Alaska, we first identified all firms registered with the U.S. Securities and Exchange Commission in the state. 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:
Alaska Wealth Advisors
Alaska Wealth Advisors in Anchorage is the top-ranked financial advisor in Alaska. As a fee-only firm, Alaska Wealth Advisors works with both individual and institutional investors and does not have a portfolio minimum. The firm's team of advisors includes Certified Financial Planners™ (CFP®), certified public accountants (CPA), accredited investment fiduciaries (AIF), and chartered financial consultants (ChFC), among others. The firm charges clients up to 1.5% of their assets under management.
Founded in 2014, the firm is a subsidiary of Alaska Permanent Capital Management, which primarily provides advisory services to institutional investors. The team at Alaska Wealth Advisors offers investment management using low-cost index funds or actively managed bond strategies, in-depth financial planning covering areas like retirement, insurance, estate, and tax planning, as well as access to private investment opportunities for those who qualify. The firm also oversees external retirement accounts through a third-party platform.
When it comes to investing clients' assets and managing their portfolios, the firm relies on two types of account management strategies: fixed-income accounts and multi-asset accounts. While fixed-income accounts are typically marked by a more long-term, conservative approach, the firm's multi-asset accounts rely on a mix of stocks and bond index funds.
For fixed-income accounts, advisors measure key risk factors like duration, sector exposure and credit quality using quantitative techniques, and conduct fundamental analysis before purchasing securities. Multi-asset account strategies are developed using "sophisticated software and modeling programs to achieve an efficient portfolio," the firm states in its brochure.
Bright Road Wealth Management
Bright Road Wealth Management is a fee-only advisory firm that provides ongoing investment management and customized financial planning. The firm serves a variety of clients, including individuals, high-net-worth clients, retirement plans, and charitable entities. While there’s no account minimum, financial planning engagements start at $4,000.
Several team members hold the Certified Financial Planner™ (CFP®) designation, and one also holds the chartered financial analyst (CFA) credential. Because Bright Road operates on a fee-only basis, its advisors do not receive commissions or incentives from selling financial products. In addition to its Anchorage headquarters, the firm has offices in Tacoma, Washington; Corpus Christi, Texas; Denver; Washington D.C.; and Austin, Texas.
Founded in 2012 by Brian Kent Pinkston, who brings nearly three decades of industry experience, Bright Road helps clients develop tailored strategies that reflect their financial goals and risk preferences. Services include building and monitoring portfolios, assessing risk and providing standalone financial planning. The firm also works with participant-directed retirement plans, offering investment recommendations, educational support and periodic plan reviews.
Bright Road’s investment approach is rooted in fundamental analysis and emphasizes long-term strategies. Portfolios are customized using each client’s TIFIN risk profile and may include mutual funds, stocks, bonds, ETFs, REITs and government securities. To help improve outcomes, the firm may also use strategies like covered call writing, margin and cash-secured puts.
Heisten Financial
Heisten Financial offers fee-only financial advice focused on investment management and planning. The firm helps individuals, including high-net-worth clients, by managing portfolios with or without discretion, advising on held-away assets through Pontera, and providing planning on topics like estate strategies, risk, and big-picture financial decisions.
Chris Heisten founded the firm in 2021 after nearly two decades in financial planning. He is a Certified Financial Planner™ (CFP®) and remains the firm’s sole owner.
Investment management at Heisten is designed to fit each client’s needs. The firm uses a mix of approaches, including asset allocation, dollar-cost averaging, technical analysis, as well as both short- and long-term strategies. The firm is primarily focused on preserving clients' purchasing power over time. Additionally, Heisten Financial seeks market risks that offer potential rewards while avoiding unnecessary risks.
