Alaska Wealth Advisors, based out of Anchorage, AK, is a renowned investment advisory firm with a strong focus on providing comprehensive wealth management services. With 14 highly skilled employees, the majority of whom specialize in investment advisory services, they possess a wealth of expertise and experience to guide their clients towards financial success. With an impressive average of approximately $35,870,000 in assets under management per investment advisor, Alaska Wealth Advisors has proven its ability to handle substantial portfolios. Their compensation structure is flexible and diverse, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients have choices that suit their specific needs. The firm proudly serves over 360 individual clients, managing an impressive sum of over $706,021,000 in assets. While specializing in high-net-worth individuals, Alaska Wealth Advisors also possesses the capability to manage employer funds, although these represent a smaller portion of their assets under management. Alaska Wealth Advisors operates under a discretionary management approach, giving them the authority to make investment decisions on behalf of their clients without requiring explicit approval for each transaction. This approach ensures efficiency and agility in executing investment strategies. With a single office in Anchorage, the firm is deeply rooted in the local community. Among their team of professionals, Marietta Hall, Catherine Straub, and Laura Bruce are some of the longest tenured advisors, exemplifying their commitment to building enduring relationships with their clients. Alaska Wealth Advisors stands as a trusted partner for individuals seeking expert guidance in managing their wealth and achieving their financial goals.

Shilanski & Associates, Inc., a local investment advisory firm based out of Anchorage, AK, is dedicated to providing exceptional financial services to its clients. With 16 employees, including 7 experienced investment advisors, the firm offers comprehensive investment advisory services tailored to meet individual needs. Renowned for their expertise, Shilanski & Associates manages an impressive average of $206,440,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is diverse, accommodating different client preferences, and includes a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Boasting over 390 individual clients, the firm oversees a substantial portfolio of assets totaling more than $324,340,000. Notably, approximately half of these assets are derived from employer 401Ks or individuals, highlighting their extensive experience and success in this sector. A remarkable 91% of the assets they manage are discretionary, demonstrating their clients' trust in their decision-making capabilities. In addition to their investment advisory services, Shilanski & Associates also serves as an insurance broker or agent, offering comprehensive coverage options to further protect their clients' financial interests. With two offices, Shilanski & Associates has established a strong local presence. The firm prides itself on its long-tenured advisors, including Jamie Shilanski, Micah Shilanski, and Floyd Shilanski, who contribute their extensive knowledge and expertise to ensure clients receive top-notch financial guidance and support. Overall, Shilanski & Associates, Inc. excels in delivering personalized financial solutions, managing substantial assets, and providing a wide range of services to help clients achieve their financial goals.

RH Buchanan is a small investment advisory firm based out of Ketchikan, AK, catering to a diverse clientele. With over 10 individual clients and an impressive $152,029,000 in assets under management, they have established a strong reputation in the financial industry. The firm operates from a single office, providing personalized and discretionary investment advisory services. RH Buchanan's compensation structure is designed to meet the unique needs of their clients. It includes various types such as a percentage of assets under management and hourly charges, ensuring transparency and flexibility in their client relationships. The firm takes pride in their experienced team, consisting of a total of one employee, all dedicated to delivering exceptional investment advisory services. Notably, RH Buchanan boasts an impressive average of approximately $152,030,000 in assets under management per investment advisor, surpassing the industry average. This achievement is a testament to the expertise and commitment of their advisors. Among the firm's seasoned professionals, Ryan Buchanan and Caleb Hobgood stand out as two of the longest tenured registered advisors, contributing to the firm's success and client satisfaction. With a client-focused approach and a track record of managing substantial assets, RH Buchanan has solidified its position as a trusted and reliable investment advisory firm. Their dedication to providing tailored solutions and the expertise of their advisors make them a top choice for individuals seeking financial guidance and wealth management services.

Arbor Capital Management Inc, based in Anchorage, AK, is a local investment advisory firm that specializes in providing comprehensive financial solutions for high net worth individuals. With a total of 11 dedicated professionals, including 8 investment advisors, they offer personalized investment advice and wealth management services to their diverse client base. Their team of experienced advisors boasts an impressive average of $252,650,000 in assets under management per investment advisor, surpassing the industry average. Arbor Capital Management Inc serves over 330 individual clients, with a remarkable total of $281,824,000 in assets under management. While the majority of their managed assets are for high net worth individuals, Arbor Capital Management Inc also possesses the expertise to effectively manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a compensation structure that includes a percentage of assets under management, Arbor Capital Management Inc ensures that their interests are closely aligned with the success of their clients' portfolios. As a testament to their commitment and trustworthiness, 98% of the assets they manage are discretionary. Arbor Capital Management Inc operates from six offices strategically located in Anchorage, AK, providing convenient access to their clients. The firm takes pride in their team of highly skilled professionals, including some of the longest-tenured advisors such as Kirby Houchin, Ty Schommer, and Matthew Kolesky, who bring years of industry experience and expertise to deliver exceptional financial guidance and investment strategies.

Bright Road Wealth Management, LLC is a leading investment advisory firm based out of Anchorage, AK. With over 350 individual clients and a remarkable $209,169,000 in assets under management, they have established a strong presence in the local financial market. Bright Road Wealth Management, LLC operates from three offices, strategically located to serve their diverse clientele. While their investment advisory services encompass a wide range of offerings, including employer fund management, 401K, and individual accounts, these represent less than 30% of their extensive asset portfolio. The firm primarily focuses on discretionary asset management, handling an impressive 95% of the assets they oversee. Bright Road Wealth Management, LLC boasts a team of nine dedicated professionals, with seven of them specializing in investment advisory services. With an average of $29,880,000 in assets under management per investment advisor, the team provides personalized attention to each client, ensuring their financial goals and aspirations are met. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, tailored to meet the unique needs of their discerning clientele. Notable among the team are Jennifer Gastrock, Jayson Owens, and Brian Pinkston, who have demonstrated exceptional expertise and have served as trusted advisors to their clients for many years. Bright Road Wealth Management, LLC continues to foster strong relationships with their clients, helping them navigate the complex financial landscape and providing comprehensive investment strategies to secure their financial futures. With their proven track record and commitment to excellence, they are positioned as a premier wealth management firm in the Anchorage area and beyond.

Heisten Financial, LLC, based in Anchorage, AK, is a respected small investment advisory firm catering to the financial needs of individuals and businesses. With a team of two highly skilled professionals, all of whom provide investment advisory services, they offer personalized and comprehensive financial solutions. The investment advisors at Heisten Financial, LLC excel in managing substantial portfolios, averaging around $185,140,000 in assets under management per advisor, surpassing the industry average. This expertise positions the firm as a trusted partner for clients seeking superior investment guidance. Their compensation structure encompasses various options, including a percentage of assets under management and fixed fees, allowing clients to choose the arrangement that aligns best with their financial goals and preferences. Boasting a significant client base of over 90 individuals, Heisten Financial, LLC manages more than $95,570,000 in assets. While 401K and individual accounts comprise less than 30% of their portfolio, the firm possesses the capability to efficiently handle employer funds, ensuring comprehensive financial management solutions. An impressive 89% of the assets under their management are discretionary, highlighting the high level of trust their clients place in their decision-making abilities. This discretionary approach empowers Heisten Financial, LLC to make informed investment choices on behalf of their clients, tailored to their unique financial objectives. Heisten Financial, LLC operates from a single office in Anchorage, AK, providing personalized and accessible service to their clients. Notably, Christopher Heisten and William Wrenn are two of the longest-tenured registered advisors with the firm, offering extensive experience and expertise to clients seeking reliable financial advice.