Best Financial Advisor Firms Alaska 2025

Written by AdvisorSearch.org

April 04, 2025

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, AdvisorSearch.org 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		$434.0 million	1,563	3	$277,661
Alaska Wealth Advisors		$925.4 million	629	10	$1.5 million
Austin Asset		$1.7 billion	450	14	$3.7 million
Avier Wealth Advisors		$964.4 million	577	14	$1.7 million
BCM Advisors		$666.2 million	493	7	$1.4 million
Burrus		$213.3 million	316	2	$675,101
Carret Asset Management		$3.2 billion	2,588	10	$1.2 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Freedom Investment Management		$2.1 billion	9,327	12	$230,152
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Gemmer Asset Management		$2.0 billion	1,380	8	$1.5 million
Geowealth Management		$13.6 billion	50,134	19	$271,491
Godsey & Gibb Wealth Management		$1.4 billion	807	13	$1.7 million
J.W.burns & Company		$904.0 million	611	5	$1.5 million
Jacobson & Schmitt Advisors		$590.0 million	413	12	$1.4 million
JAG Capital Management		$1.7 billion	964	12	$1.8 million
Lesa Sroufe & Company		$158.6 million	234	3	$677,651
Lighthouse Financial Services		$429.8 million	454	5	$946,778
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$20.6 billion	30,142	8	$682,467
Mcalvany Wealth Management		$137.1 million	560	2	$244,772
Mench Financial		$121.2 million	184	3	$658,703
Miller Tabak Asset Management		$1.4 billion	1,098	1	$1.2 million
Moss Adams Wealth Advisors		$4.8 billion	1,203	30	$4.0 million
Pacific Portfolio Consulting		$4.8 billion	521	10	$9.2 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Peterson Wealth Advisors		$688.7 million	625	12	$1.1 million
Rebalance		$1.6 billion	652	7	$2.4 million
Rocky Mountain Advisers		$3.0 billion	248	4	$11.9 million
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$2.0 billion	1,400	16	$1.4 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
The Mather Group		$11.7 billion	4,260	103	$2.7 million
The Planning Center		$1.2 billion	923	8	$1.3 million
TJT Capital Group		$294.1 million	194	2	$1.5 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444

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Methodology

Every month AdvisorSearch.org’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 AdvisorSearch.org: 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.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.