We are thrilled to announce that Alaska Wealth Advisors has been selected for the Forbes “America’s Top RIA Firms” of 2023. Landing on the list includes an extensive quantitative and qualitative review by independent and world-renowned SHOOK Research.
Our tremendous growth, as an indication of a successful firm, was the first step in being considered for the ranking. During our Director, Laura Bruce’s lengthy interview with RJ Shook, Senior Contributor to Forbes, he was left awestruck by our uniquely Alaskan commitment to clients. She shared stories about travelling to meet clients via small plane, dog sled, and snow machine, and other tales of bonding with clients during whale hunts or fishing trips. Novelty aside, RJ Shook conducted thorough due diligence by analyzing the team’s depth of purpose, integrity in processes, and underlying culture that supports the highest quality client experience. As a result, we are proud to be ranked in the top 250.
Research Summary (as of October 2023). Read the full analysis here.
- 42,643 nominations received, based on thresholds
- 23,100 invited to complete online survey
- 18,417 telephone interviews
- 4,281 in-person interviews at advisors’ location
- 1,487 virtual interviews
- 250 chosen to be published in Forbes
So, what did Forbes and SHOOK see in us that truly set our firm apart? If you are a client of ours, you are aware of our distinctive team approach. Cathie Straub and Laura Bruce founded Alaska Wealth Advisors using their extensive career experiences to improve upon the typical industry model. Unlike other firms, our advisors collect no commissions, are not in competition with each other and are engaged as a team. They often source expertise from one another, whether it’s evaluating a complicated employer stock option plan, dividing assets in a divorce, pivoting in a career, or navigating the high cost of aging in Alaska. The ability of our industry credentialed advisors and highly trained professionals to divide and conquer on this scale is just one of our firm’s values which centers our clients’ experience as top priority.
We may be “remote” to the rest of the world, however in true Alaska spirit, we feel that our commitment to excel in our field is what distinguishes us at the national level. We look forward to strengthening our current relationships and new collaborations on the horizon. Feel free to share with your network that we are accepting new investment management clients who are looking for a solid roadmap for their retirement – and the first consultation is always free.
Alaska Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.
This award was provided by Forbes using data compiled by Shook Research LLC based on the time period from 3/31/22 – 3/31/23. Alaska Wealth Advisors did not pay a fee for placement on Forbes Top Advisor rankings, but Alaska Wealth Advisors did pay to receive expanded profile features.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the adviser.
