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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.

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.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Alaska Wealth Advisors Alaska Wealth Advisors logo Find an Advisor

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$874,935,474 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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$284,102,559 No required account minimum
  • Financial planning
  • Portfolio management
  • Educational seminars/workshops

Minimum Assets

No required account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Educational seminars/workshops
3 Heisten Financial, LLC Heisten Financial, LLC logo Find an Advisor

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$124,137,768 $300,000
  • Financial planning
  • Portfolio management

Minimum Assets

$300,000

Financial Services

  • Financial planning
  • Portfolio management

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 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 Certified Financial Planner™ (CFP®)certified public accountants (CPA), chartered financial consultants (ChFC), an accredited investment fiduciary (AIF) and a financial paraplanner qualifed professional (FPQP). 

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 does not list a minimum account balance requirement.

Alaska Wealth Advisors Background

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). APCM is owned by chairman and CEO Evan Rose and Fran Rose, trustee of the Dave Rose Estate. 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.

In addition to financial planning and portfolio management, Alaska Wealth Advisors 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.

Alaska Wealth Advisors Investment Strategy

Alaska Wealth Advisors Investment 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.

Multi-asset 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 multi-asset 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, but the firm does charge a minimum fee of $4,000 for financial planning. 

The firm has several Certified Financial Planner™ (CFP®) on staff, as well as one certified public accountant (CPA). 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.  

Bright Road Wealth Management Background

Bright Road Wealth Management was founded in 2012 by Brian Kent Pinkston, an advisor with over 20 years of experience. Pinkston is the majority owner of the business, while Jayson Owens, a CFP on staff, owns a minority stake. In addition to its headquarters in Anchorage, the firm has offices in Tacoma, Washington, Corpus Christi, Texas and Denver. 

In addition to investment management and financial planning, the firm can help clients with retirement planning and small business planning. 

Bright Road Wealth Management Investment 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. Individual strategies may include long-term trading, margin, covered call writing and cash-secured puts.

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-based financial advisor that provides investment advisory and financial planning 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. 

As a fee-based firm, advisors at Heisten Financial may earn commissions on the sale of insurance products, creating a potential conflict of interest. 

Heisten Financial Background

Heisten was founded in 2021 by Chris Heisten, who has 16 years of experience in financial planning. He holds the designation of a Certified Financial Planner™ (CFP®), chartered retirement planning counselor (CRPC), and chartered SRI counselor (CSRIC). Heisten is the sole owner of the business. 

Heisten Financial Investment Strategy

Heisten Financial provides a tailor-made investment management service to help its clients. The firm works to provide the right asset allocation based on each client's goals. Its investment choices include fixed-income, municipal bonds, equities, ETFs and mutual funds. The firm's primary goal for investing is to help the client maintain purchasing power over the long term.

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