Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503 | $4,013,615,571 | 180 | 13 | A percentage of AUM, Fixed fees |
2 | 301 W. Northern Lights Blvd.,, Suite 412 Anchorage, AK, 99503 | $1,649,021,511 | 12 | 7 | A percentage of AUM, Fixed fees |
3 | 3800 Centerpoint Drive, Suite 1100 Anchorage, AK, 99503-3956 | $995,884,154 | 301 | 10 | A percentage of AUM, Fixed fees, Performance Based, Other (3RD PARTY PRIVATE EQUITY REFERRALS) |
4 | 3800 Centerpoint Drive, Suite 910 Anchorage, AK, 99503 | $874,935,474 | 2004 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 431 West Seventh Avenue, Suite 100 Anchorage, AK, 99501 | $386,739,716 | 2309 | 16 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based |
6 | 405 W. 36th Avenue, Suite 212 Anchorage, AK, 99503 | $349,477,061 | 1919 | 12 | A percentage of AUM, Hourly charges |
7 | 510 L Street, Ste 550 Anchorage, AK, 99501 | $322,921,039 | 462 | 11 | A percentage of AUM, Hourly charges |
8 | 3003 Minnesota Drive, Suite 305 Anchorage, AK, 99503 | $168,715,791 | 490 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
9 | 420 L St, Ste 305 Anchorage, AK, 99501 | $165,168,575 | 53 | 2 | A percentage of AUM, Hourly charges |
10 | 3800 Centerpoint Drive, Suite 1100 Anchorage, AK, 99503 | $135,667,537 | 3 | 15 | A percentage of AUM, Performance Based |
11 | 188 W. Northern Lights Blvd., Suite 920 Anchorage, AK, 99503-3985 | $118,708,116 | 2 | 8 | A percentage of AUM, Performance Based |
QualificationsFirm CRD# 106233
Assets Under Management $4,013,615,571
No. Of Clients180
Clients Per Financial Advisor14
ALASKA PERMANENT CAPITAL MANAGEMENT CO is a financial advisory firm situated in Anchorage, Alaska. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 128012
Assets Under Management $1,649,021,511
No. Of Clients12
Clients Per Financial Advisor2
LATASH INVESTMENTS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106173
Assets Under Management $995,884,154
No. Of Clients301
Clients Per Financial Advisor30
MCKINLEY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 301 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172151
Assets Under Management $874,935,474
No. Of Clients2004
Clients Per Financial Advisor143
ALASKA WEALTH ADVISORS is a financial advisory firm situated in Anchorage, Alaska. With a nearly $875M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2004 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116431
Assets Under Management $386,739,716
No. Of Clients2309
Clients Per Financial Advisor144
SHILANSKI & ASSOCIATES, INC. is a financial advisory firm situated in Anchorage, Alaska. With a nearly $387M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2309 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164408
Assets Under Management $349,477,061
No. Of Clients1919
Clients Per Financial Advisor160
BRIGHT ROAD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1919 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111362
Assets Under Management $322,921,039
No. Of Clients462
Clients Per Financial Advisor42
ARBOR CAPITAL MANAGEMENT INC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315647
Assets Under Management $168,715,791
No. Of Clients490
Clients Per Financial Advisor123
HEISTEN FINANCIAL, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 490 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166806
Assets Under Management $165,168,575
No. Of Clients53
Clients Per Financial Advisor27
RH BUCHANAN is a financial advisory firm situated in Anchorage, Alaska. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319075
Assets Under Management $135,667,537
No. Of Clients3
Clients Per Financial Advisor0
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168601
Assets Under Management $118,708,116
No. Of Clients2
Clients Per Financial Advisor0
PT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.