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 you 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 registrations check. 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 | ALASKA PERMANENT CAPITAL MANAGEMENT CO 3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503 | $3,543,184,207 | 168 | 13 | A Percentage of AUM, Fixed Fees |
2 | LATASH INVESTMENTS, LLC 301 W. Northern Lights Blvd.,, Suite 412 Anchorage, AK, 99503 | $1,648,561,780 | 12 | 8 | A Percentage of AUM, Fixed Fees |
3 | MCKINLEY CAPITAL MANAGEMENT, LLC 3800 Centerpoint Drive, Suite 1100 Anchorage, AK, 99503-3956 | $974,167,901 | 309 | 19 | A Percentage of AUM, Fixed Fees, Performance Based, Other (3RD PARTY PRIVATE EQUITY REFERRALS) |
4 | ALASKA WEALTH ADVISORS 3800 Centerpoint Drive, Suite 910 Anchorage, AK, 99503 | $706,020,834 | 1726 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | SHILANSKI & ASSOCIATES, INC. 431 West Seventh Avenue, Suite 100 Anchorage, AK, 99501 | $324,339,667 | 2098 | 16 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Commission Based |
6 | ARBOR CAPITAL MANAGEMENT INC 800 E Dimond Blvd #3-310, Anchorage, AK, 99515 | $281,824,396 | 428 | 11 | A Percentage of AUM, Hourly charges |
7 | BRIGHT ROAD WEALTH MANAGEMENT, LLC 405 W. 36th Avenue, Suite 212 Anchorage, AK, 99503 | $209,168,851 | 1156 | 10 | A Percentage of AUM, Hourly charges |
8 | RH BUCHANAN 29 Main Street, Suite 202 Ketchikan, AK, 99901 | $152,028,884 | 31 | 1 | A Percentage of AUM, Hourly charges |
9 | MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC 3800 Centerpoint Drive, Suite 1100 Anchorage, AK, 99503 | $117,873,790 | 3 | 22 | A Percentage of AUM, Performance Based |
10 | PT CAPITAL ADVISORS, LLC 188 W. Northern Lights Blvd., Suite 920 Anchorage, AK, 99503-3985 | $101,721,450 | 2 | 8 | A Percentage of AUM, Performance Based |
11 | HEISTEN FINANCIAL, LLC 3003 Minnesota Drive, Suite 305 Anchorage, AK, 99503 | $95,569,935 | 364 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 106233
Assets Under Management $3,543,184,207
No. Of Clients168
Clients Per Financial Advisor13
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 168 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 $1,648,561,780
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 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106173
Assets Under Management $974,167,901
No. Of Clients309
Clients Per Financial Advisor16
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 309 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172151
Assets Under Management $706,020,834
No. Of Clients1726
Clients Per Financial Advisor123
ALASKA WEALTH ADVISORS is a financial advisory firm situated in Anchorage, Alaska. With a nearly $706M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1726 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 $324,339,667
No. Of Clients2098
Clients Per Financial Advisor131
SHILANSKI & ASSOCIATES, INC. is a financial advisory firm situated in Anchorage, Alaska. With a nearly $324M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2098 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111362
Assets Under Management $281,824,396
No. Of Clients428
Clients Per Financial Advisor39
ARBOR CAPITAL MANAGEMENT INC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 428 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164408
Assets Under Management $209,168,851
No. Of Clients1156
Clients Per Financial Advisor116
BRIGHT ROAD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1156 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166806
Assets Under Management $152,028,884
No. Of Clients31
Clients Per Financial Advisor31
RH BUCHANAN is a financial advisory firm situated in Ketchikan, Alaska. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319075
Assets Under Management $117,873,790
No. Of Clients3
Clients Per Financial Advisor0
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168601
Assets Under Management $101,721,450
No. Of Clients2
Clients Per Financial Advisor0
PT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $102M 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.
QualificationsFirm CRD# 315647
Assets Under Management $95,569,935
No. Of Clients364
Clients Per Financial Advisor182
HEISTEN FINANCIAL, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 364 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.