Best Financial Advisor Firms Alaska 2026

Written by AdvisorSearch.org

May 07, 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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Alaska Wealth Advisors		$1.2 billion	672	12	$1.7 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Austin Asset		$1.9 billion	458	12	$4.1 million
Avier Wealth Advisors		$1.2 billion	583	14	$2.0 million
BCM Advisors		$775.7 million	486	7	$1.6 million
Burrus		$240.7 million	322	2	$747,385
Carret Asset Management		$3.2 billion	2,588	10	$1.2 million
Ciccarelli Advisory Services		$1.6 billion	3,553	11	$446,472
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Financial Plan		$1.6 billion	924	11	$1.7 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Gemmer Asset Management		$2.4 billion	1,285	8	$1.8 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
Godsey & Gibb Wealth Management		$1.6 billion	831	13	$1.9 million
Guideline Investments		$16.5 billion	87,973	2	$187,499
Halbert Hargrove		$4.2 billion	1,518	41	$2.8 million
Heck Capital Advisors		$11.3 billion	1,133	24	$10.0 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Human Investing		$2.2 billion	1,348	16	$1.6 million
Ironwood Investment Counsel		$1.8 billion	554	12	$3.2 million
J.W.burns & Company		$1.0 billion	631	5	$1.6 million
Jacobson & Schmitt Advisors		$676.4 million	462	12	$1.5 million
JAG Capital Management		$1.9 billion	1,068	13	$1.8 million
Kiley Juergens Wealth Management		$2.2 billion	3,070	6	$716,684
Lesa Sroufe & Company		$207.3 million	238	3	$871,171
Lighthouse Financial Services		$472.5 million	461	5	$1.0 million
Mainstay Capital Management		$4.8 billion	3,381	16	$1.4 million
Matson Money		$20.6 billion	30,142	8	$682,467
Mench Financial		$130.6 million	183	3	$713,532
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Peterson Wealth Advisors		$829.7 million	667	12	$1.2 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
Rebalance		$1.6 billion	652	6	$2.4 million
Robinson Smith Wealth Advisors		$444.9 million	232	5	$1.9 million
Rocky Mountain Advisers		$3.1 billion	257	3	$12.3 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
SMI Advisory Services		$949.0 million	1,083	5	$876,269
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Planning Center		$1.4 billion	912	9	$1.5 million
TJT Capital Group		$294.1 million	194	2	$1.5 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
True Private Wealth Advisors		$1.4 billion	1,592	12	$896,221
Valeo Financial Advisors		$13.0 billion	3,042	103	$4.3 million
Woodard & CO Asset Management Group		$1.0 billion	1,812	5	$573,399

Continue Reading

Find a financial advisor in Alaska

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

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.

About the Editorial Team

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.