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 nearly 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 | $925,384,680 | $500,000 |
| Minimum Assets$500,000Financial Services
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| 2 | Bright Road Wealth Management, LLC  Find an Advisor | $349,477,061 | No required account minimum |
| Minimum AssetsNo required account minimumFinancial Services
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| 3 | Heisten Financial, LLC  Find an Advisor | $168,715,791 | $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 advisors and analysts who have earned the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), certified public accountant (CPA), accredited investment fiduciary (AIF), chartered financial consultant (ChFC) designations, among many others.
Founded in 2014, 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 has a $500,000 account minimum.
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).
Services include portfolio management using stock and bond index funds or actively managed fixed income strategies, financial planning across areas like retirement, insurance, tax, and estate planning and private placement offerings for qualified clients. They also manage held-away retirement accounts through a third-party platform.
Alaska Wealth Advisors constructs client portfolios using two main strategies: actively managed fixed income portfolios and multi-asset portfolios with equity exposure. Multi-asset strategies use model portfolios based on client risk tolerance, primarily built with low-cost index funds. Fixed income strategies involve direct bond selection using credit and structure analysis. Investments may include mutual funds, ETFs, U.S. Treasuries, corporate bonds and similar 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, as well as 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 Planners™ (CFPs®) on staff, one of whom also holds the chartered financial analyst (CFA) designation. 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. In addition to Anchorage, the firm has offices in Tacoma, Washington; Corpus Christi, Texas; Denver; Washington D.C.; and Austin Texas.
Bright Road was founded in 2012 by Brian Kent Pinkston, an advisor with nearly 30 years of experience in financial services. In addition to its headquarters in Anchorage, the firm has offices in Tacoma, Washington, Corpus Christi, Texas and Denver.
The firm can help clients with a range of needs, offering portfolio construction, asset allocation, risk assessment and ongoing monitoring. The firm also provides stand-alone financial planning and works with participant-directed retirement plans, offering guidance on investment options, education and plan reviews tailored to client-specific goals and restrictions.
Bridge Road relies on fundamental analysis to guide its investment decisions and primarily employs long-term trading strategies. The firm constructs portfolios based on each client’s risk tolerance, goals and financial profile, using tools like the TIFIN risk profile. Client portfolios may include mutual funds, stocks, bonds, exchange-traded funds (ETFs), REITs and government securities. The firm may also utilize covered call writing, margin and cash-secured puts to enhance portfolio outcomes.
Heisten Financial
Heisten Financial is a fee-only financial advisor that provides personalized investment advisory services that include portfolio management, strategic asset allocation and financial planning. The firm serves individuals and high-net-worth individuals, providing discretionary and non-discretionary account management, held-away asset management via Pontera and financial planning on topics like risk management, estate planning and financial decision-making, all tailored to the client's goals and risk tolerance.
Heisten was founded in 2021 by Chris Heisten, who has 18 years of experience in financial planning. He holds the designation of a Certified Financial Planner™ (CFP®) and remains the sole owner of the business.
Heisten Financial provides a tailor-made investment management service to help its clients. The firm uses a range of investment strategies, including asset allocation, dollar-cost averaging, technical analysis and both long- and short-term purchases. Its philosophy emphasizes taking compensated risks while minimizing uncompensated risks, with a long-term focus on preserving purchasing power and managing volatility.
