Investment Advisor

Social(k)

Are you ready to add a retirement plan featuring socially responsible investments to your slate of employee benefits? Are you concerned about the social and environmental implications of investments being made on your behalf by your existing retirement program? … Read More

B Score: 88

Website

Phone: Rob Thomas, 413-384-9844 (Direct)

250 Albany St
Springfield, MA 01105

Abacus Wealth Partners, LLC

Abacus Wealth Partners is a national financial management firm that is committed to bringing self and global awareness as well as sustainability to investment management.

B Score: 143

Website

AJ Financial Planning

AJ Financial Planning is an innovative Financial Planning firm located in the heart of Melbourne, Australia.

B Score: 99

Website

Aspiration

Aspiration is an financial firm with a conscience that is built for everyone, committed to giving, and founded on trust.

B Score: 123

Website

Phone: 800-683-8529

4640 Admiralty Way
Marina Del Rey, CA 90292

Australian Ethical Investment

Australian Ethical is a financial services company with a difference. All client money is invested according to the Australian Ethical Charter, investments that will create positive, sustainable change.

B Score: 131

Website

Boardwalk Capital Management

Personal, profitable, and impactful. Boardwalk Capital’s mission is to help investors of all wealth levels. They create social impact and sustainable investment portfolios customized to your specific values. 25+ years experience.

B Score: 103

Website

Phone: 404-343-2026

Atlanta, GA 30306

Bond&Devick Wealth Partners

Bond and Devick: independent, goals-based, fiduciary financial planning firm established in 1982; local leader in community involvement and SRI investing; team approach to help reach clients’ goals and dreams.

B Score: 114

Website

Phone: 952-591-0113

Minneapolis, MN 55426

Breckinridge Capital Advisors

Breckinridge Capital Advisors is a Boston-based investment advisor specializing in the management of high-grade fixed income portfolios for institutions and private clients.

B Score: 98

Website

Bristlecone Advisors

Bristlecone Advisors is an independent investment advisory firm and multi-family office providing objective, authentic, and comprehensive wealth management services to families and individuals.

B Score: 90

Website

Capricorn Investment Group, Llc

Capricorn Investment Group was born from a belief that values-based, sustainable investment practices can enhance return rates.

B Score: 81

Website

Clean Yield Asset Management

Clean Yield Asset Management provides customized investment portfolios reflecting clients financial goals and social values. They also offer clients the opportunity to participate in high impact investments and shareholder advocacy.

B Score: 139

Website

Phone: 802-526-2525

PO Box 874
16 Beaver Meadow Road
Norwich, VT 5055

Colorado Capital Management

A growing presence nationally in impact investing, and locally in volunteerism and philanthropy, CCM is a fee-only advisor with a 15-year track record providing comprehensive financial planning and portfolio management services.

B Score: 89

Website

Phone: 303-444-9300

4430 Arapahoe Ave.
Suite 120
Boulder, CO 80303

Common Interests

Common Interests is a family wealth management practice specializing in socially responsible, ESG, and impact investing. They have no minimum requirements and are focused on solving their clients’ financial problems.

B Score: 100

Website

Phone: 732-710-4934

160 Durham Ave, Suite 105
Metuchen, NJ 08840

Communitas Financial Planning

Communitas is a fee-only firm specializing in financial planning, socially responsible investing, and retirement plans for working and middle-class people, and non-profits and companies nationwide.

B Score: 85

Website

Phone: 415-337-4566

870 Market St, Ste 754
San Francisco, CA 94110

Core Capital Management

Core Capital Management (CCM) is an innovative, independent wealth management firm focused on sustainable responsible investment ("SRI") management, planning and practices. CCIM was established to deliver high-level personal attention.

B Score: 119

Website

DeDora Capital

DeDora Capital believes in the power of running successful businesses, spending time with family, enjoying retirement, and making a lasting impact in our community.

B Score: 94

Website

Donadora

Donadora is a Mexican crowdfunding platform through which you can raise funds to support personal or social projects such as health campaigns, emergencies, community and environmental projects, volunteering, educational models, etc.

B Score: 86

Website

Ethinvest

Ethinvest was the first financial planning company in Australia with a specific ethical investment division. Ethinvest is keen to ensure that its clients know what their money is doing.

B Score: 110

Website

Fingerlakes Wealth Management

An independent investment advisory firm offering objective advice and professional service. Their mission is to create and maintain wealth through tailored, long term, goals-based asset management, and to inspire corporate social responsibility through sustainable and responsible investing.

B Score: 83

Website

Phone: 607-257-1008

450 N. Aurora St.
Ithaca, NY 14850

First Affirmative Financial Network

First Affirmative offers asset management and consulting services to investors seeking to align investment decision-making with personal values and/or institutional mission. Producer: The SRI Conference; regional Investing for Impact events.

B Score: 121

Website

Phone: 303-442-8400

2503 Walnut Street, Suite 201
Boulder, CO 80302

Green Alpha Advisors, LLC

Green Alpha manages a mutual fund and separate account portfolios that invest in public equities of truly sustainable, innovative solutions to our greatest risks: climate change and resource scarcity.

B Score: 93

Website

Phone: Betsy Moszeter 303-993-7856

4760 Walnut Street, Suite 106
Boulder, CO 80301

Green Retirement Inc.

Green Retirement Plans helps businesses, nonprofits and their employees harness the power of their retirement plan assets for good.

B Score: 136

Website

Phone: 510-638-6331

Alameda, CA 94501

Human Investing

Human Investing is an SEC Registered Investment Advisor headquartered in Portland Oregon. They act as an investment consultant and planner to families, endowments, foundations and corporate entities.

B Score: 95

Website

Impact Investment Group

The Impact Investment Group (IIG) is a private investment firm with a focus upon identifying investment opportunities in properties and businesses that will create measurable social and environmental benefits.

B Score: 112

Website

Jeffrey M Goldfarb & Associates

Goldfarb Financial is a boutique wealth management company in the heart of Downtown Buffalo, NY. In an industry that is dominated by Fortune 500 juggernauts, Goldfarb Financial has found continued success since 1988.

B Score: 117

Website

Krull & Company

Krull & Company is a socially and environmentally responsible financial services firm. Since 2004, they have helped clients in making sound investments with companies that make a positive difference in the world.

B Score: 107

Website

Maseco

MASECO Private Wealth's aim is to give peace of mind to globally minded US families by providing expert guidance on how to simplify their cross-border wealth management needs.

B Score: 88

Website

Montcalm TCR

Montcalm TCR is a wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision. Montcalm guides clients to engage with their wealth.

B Score: 115

Website

Phone: 415-326-7650

1083 Mission St
San Francisco, CA 94103

Natural Investments LLC

Natural Investments is an investment advisor exclusively managing sustainable, responsible, and impact investments since 1985 through 12 offices nationwide. Authors of The Resilient Investor: A Plan for Your Life, Not Just Your Money (2015) www.resilientinvestor.com.

B Score: 139

Website

Phone: 800-793-7512

San Francisco, CA 94120

New Outlook Financial, LLC

New Outlook Financial LLC is a investment advisory firm offering fee-only financial planning and investment advisory services. Their goal is to provide objective advice and guidance.

B Score: 85

Website

North Berkeley Investment Partners

North Berkeley Investment Partners is an independent investment advisory firm whose mission is to help clients feel comfortable and confident in the decisions they make to reach their life goals.

B Score: 98

Website

NorthStar Asset Management, Inc.

NorthStar began in 1990 as a public equity and fixed income manager focused on Socially Responsible Investing. NorthStar's mission is to provide the most integrative approach to portfolio management available today.

B Score: 112

Website

Pekin Singer Strauss Asset Management

Pekin Singer Strauss Asset Management is a financial advisor that helps its financial planning clients align their values with their investments by making prudent, disciplined and sustainable investments.

B Score: 89

Website

Phone: 312-554-7525

161 North Clark Street, Suite 2200
Chicago, IL 60601

SNW Asset Management

SNW is a boutique bond manager performing in-house research with an exclusive focus on high quality fixed income portfolios built in a customized, low-cost and tax-efficient way. Impact customization available.

B Score: 97

Website

Phone: 866-769-2773

2001 Sixth Avenue
Suite 2310
Seattle, WA 98121

Sonen Capital LLC

Sonen Capital is a dedicated impact investment management and advisory firm. The firm's mission is to deliver financially competitive investment solutions with meaningful impact and exceptional client service.

B Score: 128

Website

Sustainable Insight Capital Management

SICM commenced operations in February 2013. They are a private investment firm founded to demonstrate that it is possible to invest profitably while driving sustainable positive change.

B Score: 100

Website

Taurus Capital SAS

Taurus Capital was founded in Colombia as an alternative asset manager in order to serve a market not yet fulfilled - investments different to stocks or bonds. Today, Taurus offers alternative investment funds in venture capital, consumer loans, structured lending, and forestry.

B Score: 110

Website

The CAPROCK Group

The CAPROCK Group is a multi-family wealth advisory firm, customizing financial solutions for individuals and families who don't have the time or expertise to create such solutions on their own.

B Score: 105

Website

Veris Wealth Partners

Veris Wealth Partners is a national sustainable wealth management firm dedicated to aligning families' and foundations' financial objectives with their mission and values.

B Score: 131

Website

Wasmer, Schroeder & Company, Inc.

Wasmer, Schroeder & Company specializes in fixed income separate account portfolio management for individuals, wealth management groups, and institutions. We seek to preserve capital and generate income for our clients.

B Score: 113

Website

Wetherby Asset Management

An independent wealth management firm dedicated to objectivity, integrity, and exceptional client service.

B Score: 101

Website

Phone: 415-399-9159

580 California Street, 8th Floor
San Francisco, CA 94104

Zevin Asset Management

Zevin Asset Management, LLC is a boutique global SRI/ESG asset manager based in Boston that uses a top-down economically driven approach to build institutional and individual portfolios.

B Score: 113

Website

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