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Find Retirement Advisors for Retirement Planning in Alaska, Eagle River

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.

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Top 11 Retirement Planning firms in Eagle River, Alaska (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3800 Centerpoint Drive, Suite 910,
Anchorage, AK, 99503
$4,013,615,57118013
A percentage of AUM, Fixed fees
2

301 W. Northern Lights Blvd.,, Suite 412
Anchorage, AK, 99503
$1,649,021,511127
A percentage of AUM, Fixed fees
3

3800 Centerpoint Drive, Suite 1100
Anchorage, AK, 99503-3956
$995,884,15430110
A percentage of AUM, Fixed fees, Performance Based, Other (3RD PARTY PRIVATE EQUITY REFERRALS)
4

3800 Centerpoint Drive, Suite 910
Anchorage, AK, 99503
$874,935,474200414
A percentage of AUM, Hourly charges, Fixed fees
5

431 West Seventh Avenue, Suite 100
Anchorage, AK, 99501
$386,739,716230916
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based
6

405 W. 36th Avenue, Suite 212
Anchorage, AK, 99503
$349,477,061191912
A percentage of AUM, Hourly charges
7

510 L Street, Ste 550
Anchorage, AK, 99501
$322,921,03946211
A percentage of AUM, Hourly charges
8

3003 Minnesota Drive, Suite 305
Anchorage, AK, 99503
$168,715,7914904
A percentage of AUM, Hourly charges, Fixed fees
9

420 L St, Ste 305
Anchorage, AK, 99501
$165,168,575532
A percentage of AUM, Hourly charges
10

3800 Centerpoint Drive, Suite 1100
Anchorage, AK, 99503
$135,667,537315
A percentage of AUM, Performance Based
11

188 W. Northern Lights Blvd., Suite 920
Anchorage, AK, 99503-3985
$118,708,11628
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Eagle River, Alaska

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (SUPERVISORY INVESTMENT MANAGEMENT)
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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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (PROVIDE FINANCIAL REPORTING AND OPERATIONAL SERVICES FOR SOME CLIENTS)
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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.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (3RD PARTY PRIVATE EQUITY REFERRALS)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (PRIVATE EQUITY INTRODUCTIONS TO QIPS)
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (PORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS)
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (B2B DIGITAL ASSET CONSULTING)
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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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.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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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.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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