Alaska · 22 firms
Trust & Estate Advisors in Alaska
Advisers working with trusts, estates, and charitable organizations. Browse 22 advisers in Alaska matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Alaska
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC
Anchorage, AK
AUM
$4.40B
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
907-272-7575
ALASKA WEALTH ADVISORS
Anchorage, AK
AUM
$1.16B
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
907-272-7575
BRIGHT ROAD WEALTH MANAGEMENT, LLC
Anchorage, AK
AUM
$443.3M
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(907) 339-1555
ARBOR CAPITAL MANAGEMENT INC
Anchorage, AK
AUM
$372.5M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
907-222-7581
AUM
$238.8M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(866) 568-0003
WHVP
Zurich, AK
AUM
$235.2M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
011 41 44 315 77 77
HEISTEN WRENN PRIVATE WEALTH, LLC
Anchorage, AK
AUM
$231.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
907-222-6270
AUM
$202.2M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
907-452-4250
AUM
$167.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
360.536.2181
BLUE ANCHOR WEALTH ADVISORS, LLC
Ketchikan, AK
AUM
$136.2M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(907) 225-6110
PT CAPITAL ADVISORS, LLC
Anchorage, AK
AUM
$56.9M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
907-433-6600
COHO ADVISORY SERVICES, LLC
Anchorage, AK
AUM
$52.4M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
907-333-2646
OUTLOOK FINANCIAL SERVICES
Anchorage, AK
AUM
$30.7M
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
907-274-1660
ARTICA FINANCIAL SERVICES LLC
Anchorage, AK
AUM
$27.6M
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Subscription fees +1 more
907-274-1006
ALASKA WEALTH MANAGEMENT
Anchorage, AK
AUM
$23.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
907-250-3341
LINK ASSET MANAGEMENT LLC
Soldotna, AK
AUM
$3.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(907) 308-9426
TRUE NORTH WEALTH MANAGEMENT LLC
Palmer, AK
AUM
$2.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(901)-290-7938
LATASH INVESTMENTS, LLC
Anchorage, AK
AUM
$1.74B
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
907-868-7580
WELLINGTON-ALTUS USA INC.
Winnipeg, Manitoba, AK
AUM
$146.2M
Team
58 advisors
Clients
—
Fees
Percentage of AUM
888-315-8729
CANACCORD GENUITY WEALTH MANAGEMENT
Vancouver, Bc, AK
AUM
$101.2M
Team
31 advisors
Clients
—
Fees
Percentage of AUM
604-643-7300
CATHERINE R. SMITH, FINANCIAL PLANNER, LLC
Anchorage, AK
AUM
$31.2M
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
907-562-2438
26 total advisers in Alaska. Browse all Alaska advisors