Top 9 financial advisors in Anchorage, AK
We’ve curated a list of the best financial advisors in Anchorage, take a look at it below
Find an advisor in Anchorage| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $988,312,844 | 10 advisors | ||
| 2 | $949,216,830 | 8 advisors | ||
| 3 | $706,020,834 | 14 advisors | ||
| 4 | $293,813,088 | 16 advisors | ||
| 5 | $199,379,551 | 10 advisors | ||
| 6 | $117,873,790 | 22 advisors | ||
| 7 | $101,721,450 | 8 advisors | ||
| 8 | $85,384,935 | 2 advisors | ||
| 9 | $14,952,675 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Anchorage, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Anchorage. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Mckinley Capital Management, LLC
Mckinley Capital Management, LLC is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $988,312,844 of assets under management and employs about 10 people. Mckinley Capital Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and 3rd party private equity referrals.
Assets under management
$988,312,844
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
3RD PARTY PRIVATE EQUITY REFERRALS
SEC number
801-38751
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Private Equity Introductions To Qips
Latash Investments, LLC
Latash Investments, LLC is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $949,216,830 of assets under management and employs about 8 people. Latash Investments, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$949,216,830
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-62261
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Provide Financial Reporting And Operational Services For Some Clients
Alaska Wealth Advisors
Alaska Wealth Advisors is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $706,020,834 of assets under management and employs about 14 people. Alaska Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$706,020,834
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-80133
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Portfolio Management For Profit Sharing Plans
Shilanski & Associates, Inc.
Shilanski & Associates, Inc. is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $293,813,088 of assets under management and employs about 16 people. Shilanski & Associates, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and commissions.
Assets under management
$293,813,088
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Commissions
SEC number
801-88195
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Bright Road Wealth Management, LLC
Bright Road Wealth Management, LLC is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $199,379,551 of assets under management and employs about 10 people. Bright Road Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$199,379,551
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-117890
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Mckinley Alaska Private Investments, LLC
Mckinley Alaska Private Investments, LLC is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $117,873,790 of assets under management and employs about 22 people. Mckinley Alaska Private Investments, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$117,873,790
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-125006
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Pt Capital Advisors, LLC
Pt Capital Advisors, LLC is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $101,721,450 of assets under management and employs about 8 people. Pt Capital Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$101,721,450
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-107539
Services offered
Portfolio Management For Pooled Investment Vehicles
Heisten Financial, LLC
Heisten Financial, LLC is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $85,384,935 of assets under management and employs about 2 people. Heisten Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$85,384,935
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-122026
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Dynamic Capital Management, Inc.
Dynamic Capital Management, Inc. is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $14,952,675 of assets under management and employs about 2 people. Dynamic Capital Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$14,952,675
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-61032
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.