Top 9 advisors in Anchorage
We’ve curated a list of the best financial advisors in Anchorage, take a look at it below
Find an advisor in Anchorage1. Mckinley Capital Management, LLC
Assets under management
$988,312,844
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
3RD PARTY PRIVATE EQUITY REFERRALS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Private Equity Introductions To Qips
2. Latash Investments, LLC
Assets under management
$949,216,830
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Provide Financial Reporting And Operational Services For Some Clients
3. Alaska Wealth Advisors
Assets under management
$706,020,834
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Portfolio Management For Profit Sharing Plans
4. Shilanski & Associates, Inc.
Assets under management
$293,813,088
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
5. Bright Road Wealth Management, LLC
Assets under management
$199,379,551
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
6. Mckinley Alaska Private Investments, LLC
Assets under management
$117,873,790
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Pt Capital Advisors, LLC
Assets under management
$101,721,450
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Heisten Financial, LLC
Assets under management
$85,384,935
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Dynamic Capital Management, Inc.
Assets under management
$14,952,675
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
How we came up with this list
To generate our top financial advisors list in Anchorage, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Anchorage. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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