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.

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.