Best Financial Advisor Firms Alaska 2024

investor.com is committed to the highest ethical standards and reviews services independently. Learn How We Make Money
investor.com

Written by investor.com

August 01, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Alaska in 2024.

Best Firms in Alaska

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Absolute Capital Management
5/5 Stars $351.5 million 1,414 3 $248,567
Alaska Wealth Advisors
5/5 Stars $874.9 million 658 13 $1.3 million
Assembly Wealth
5/5 Stars $369.0 million 255 6 $1.4 million
Astor Investment Management
5/5 Stars $261.4 million 519 5 $503,753
Avier Wealth Advisors
5/5 Stars $786.0 million 553 13 $1.4 million
BCM Advisors
5/5 Stars $578.1 million 527 7 $1.1 million
Chandler Asset Management
5/5 Stars $35.8 billion 818 16 $43.8 million
Ciccarelli Advisory Services
5/5 Stars $1.1 billion 2,738 11 $419,448
Cincinnati Asset Management
5/5 Stars $2.4 billion 6,312 8 $378,975
Clark Capital Management Group
5/5 Stars $25.9 billion 30,934 24 $838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
5/5 Stars $22.4 billion 4,264 28 $5.2 million
Cookson Peirce Wealth Management
5/5 Stars $1.9 billion 920 17 $2.1 million
Delta Financial Group
5/5 Stars $1.2 billion 1,093 4 $1.1 million
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Estabrook Capital Management
5/5 Stars $863.7 million 794 5 $1.1 million
Flexible Plan Investments
5/5 Stars $1.4 billion 11,773 6 $120,660
Freedom Investment Management
5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management
5/5 Stars $5.7 billion 3,671 14 $1.6 million
Gemmer Asset Management
5/5 Stars $1.7 billion 1,174 8 $1.5 million
Geowealth Management
5/5 Stars $12.3 billion 49,816 20 $247,576
Godsey & Gibb Wealth Management
5/5 Stars $1.3 billion 799 9 $1.6 million
Grimes & Company
5/5 Stars $4.9 billion 3,599 30 $1.3 million
Human Investing
5/5 Stars $1.6 billion 996 12 $1.6 million
J.W.burns & Company
5/5 Stars $801.9 million 585 5 $1.4 million
Jacobson & Schmitt Advisors
5/5 Stars $461.2 million 385 11 $1.2 million
Lesa Sroufe & Company
5/5 Stars $172.8 million 243 3 $711,020
Lighthouse Financial Services
5/5 Stars $387.3 million 455 5 $851,158
Mainstay Capital Management
5/5 Stars $4.0 billion 3,476 14 $1.2 million
Matson Money
5/5 Stars $19.6 billion 30,605 9 $641,967
Mench Financial
5/5 Stars $126.7 million 236 3 $536,935
Merit Financial Advisors
5/5 Stars $7.3 billion 11,475 139 $631,994
Miller Tabak Asset Management
5/5 Stars $1.3 billion 1,104 1 $1.2 million
Moss Adams Wealth Advisors
5/5 Stars $3.9 billion 1,226 22 $3.2 million
Pacific Portfolio Consulting
5/5 Stars $4.8 billion 530 10 $9.1 million
Parallel Advisors
5/5 Stars $7.1 billion 3,658 63 $1.9 million
Perigon Wealth Management
5/5 Stars $6.9 billion 3,744 77 $1.9 million
Peterson Wealth Advisors
5/5 Stars $567.4 million 587 10 $966,663
Rebalance
5/5 Stars $1.3 billion 673 8 $2.0 million
Rocky Mountain Advisers
5/5 Stars $2.6 billion 223 4 $11.5 million
Sage Advisory Services CO
5/5 Stars $22.7 billion 8,128 38 $2.8 million
Shufro, Rose & Co
5/5 Stars $2.0 billion 1,269 9 $1.6 million
Sigfig Wealth Management
5/5 Stars $2.8 billion 79,642 4 $35,120
Slavic Mutual Funds Management Corp
5/5 Stars $5.6 billion 1,098 13 $5.1 million
SMI Advisory Services
5/5 Stars $815.0 million 975 5 $835,897
Stadion Money Management
5/5 Stars $2.3 billion 50,984 15 $45,756
Symmetry Partners
5/5 Stars $5.9 billion 11,453 15 $513,352
Tandem Investment Advisors
5/5 Stars $3.2 billion 9,811 9 $330,206
The Mather Group
5/5 Stars $10.5 billion 4,245 91 $2.5 million
The Planning Center
5/5 Stars $1.1 billion 928 9 $1.2 million
TJT Capital Group
5/5 Stars $314.7 million 307 3 $1.0 million
TOM Johnson Investment Management
5/5 Stars $1.5 billion 5,627 6 $267,561
View More

Find a financial advisor in Alaska

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.


More Top Firms by State

Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Alaska 2024.

Firm has:

  • Jurisdiction in Alaska
  • SEC registration
  • No reported conflicts of interest*
  • No reported disciplinary history
  • At least 10 years in business
  • Total clients: 100+
  • Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

close