Best Financial Advisor Firms Alaska 2025

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Written by AdvisorSearch.org

March 08, 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
5/5 Stars $434.0 million 1,563 3 $277,661
Alaska Wealth Advisors
5/5 Stars $874.9 million 658 13 $1.3 million
Austin Asset
5/5 Stars $1.7 billion 450 14 $3.7 million
Avier Wealth Advisors
5/5 Stars $964.4 million 577 14 $1.7 million
BCM Advisors
5/5 Stars $666.2 million 493 7 $1.4 million
Burrus
5/5 Stars $213.3 million 316 2 $675,101
Carret Asset Management
5/5 Stars $3.1 billion 2,525 11 $1.2 million
Ciccarelli Advisory Services
5/5 Stars $1.4 billion 2,092 11 $678,041
Cincinnati Asset Management
5/5 Stars $2.4 billion 6,163 8 $392,865
Clark Capital Management Group
5/5 Stars $30.6 billion 33,985 23 $899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
5/5 Stars $24.3 billion 4,635 34 $5.2 million
Cookson Peirce Wealth Management
5/5 Stars $2.3 billion 1,241 8 $1.9 million
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Estabrook Capital Management
5/5 Stars $873.4 million 771 5 $1.1 million
Flexible Plan Investments
5/5 Stars $1.5 billion 10,885 5 $141,145
Freedom Investment Management
5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management
5/5 Stars $5.3 billion 3,525 13 $1.5 million
Gemmer Asset Management
5/5 Stars $2.0 billion 1,380 8 $1.5 million
Geowealth Management
5/5 Stars $12.3 billion 49,816 20 $247,576
Godsey & Gibb Wealth Management
5/5 Stars $1.4 billion 807 13 $1.7 million
J.W.burns & Company
5/5 Stars $904.0 million 611 5 $1.5 million
Jacobson & Schmitt Advisors
5/5 Stars $590.0 million 413 12 $1.4 million
JAG Capital Management
5/5 Stars $1.7 billion 964 12 $1.8 million
Lesa Sroufe & Company
5/5 Stars $172.8 million 243 3 $711,020
Lighthouse Financial Services
5/5 Stars $429.8 million 454 5 $946,778
Mainstay Capital Management
5/5 Stars $4.2 billion 3,441 15 $1.2 million
Matson Money
5/5 Stars $19.6 billion 30,605 9 $641,967
Mench Financial
5/5 Stars $121.2 million 184 3 $658,703
Miller Tabak Asset Management
5/5 Stars $1.4 billion 1,099 1 $1.2 million
Moss Adams Wealth Advisors
5/5 Stars $3.9 billion 1,226 22 $3.2 million
Pacific Portfolio Consulting
5/5 Stars $4.8 billion 521 10 $9.2 million
Parallel Advisors
5/5 Stars $8.7 billion 3,868 65 $2.3 million
Peterson Wealth Advisors
5/5 Stars $688.7 million 625 10 $1.1 million
Rebalance
5/5 Stars $1.6 billion 652 7 $2.4 million
Rocky Mountain Advisers
5/5 Stars $3.0 billion 248 4 $11.9 million
Sage Advisory Services CO
5/5 Stars $25.0 billion 12,206 40 $2.0 million
Shufro, Rose & Co
5/5 Stars $2.2 billion 1,338 9 $1.6 million
Sigfig Wealth Management
5/5 Stars $3.0 billion 87,480 4 $33,981
Slavic Mutual Funds Management Corp
5/5 Stars $4.5 billion 737 13 $6.1 million
SMI Advisory Services
5/5 Stars $840.0 million 995 5 $844,221
Smith Anglin Financial
5/5 Stars $2.0 billion 1,400 16 $1.4 million
Stadion Money Management
5/5 Stars $2.5 billion 47,926 14 $51,502
Symmetry Partners
5/5 Stars $5.7 billion 10,451 11 $547,194
Tandem Investment Advisors
5/5 Stars $3.4 billion 10,162 10 $330,549
The Mather Group
5/5 Stars $11.7 billion 4,260 103 $2.7 million
The Planning Center
5/5 Stars $1.2 billion 923 8 $1.3 million
TJT Capital Group
5/5 Stars $294.1 million 194 2 $1.5 million
TOM Johnson Investment Management
5/5 Stars $1.6 billion 5,871 6 $277,444
View More

Find a financial advisor in Alaska

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More Top Firms by State

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.

The “AdvisorSearch.org Star Rating Badge” is only available to RIA firms participating in AdvisorSearch.org’s paid subscription-based program and earning a 4.5 to 5 star review from AdvisorSearch.org; participation in AdvisorSearch.org's paid subscription-based program does not guarantee being awarded an “AdvisorSearch.org Star Rating Badge”. For more information on how AdvisorSearch.org rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

AdvisorSearch.org

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.

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