Top 50 ESG Financial Advisors in 2021

Do you need help investing sustainably? We’ve compiled a list of the top 50 environmental, social, and governance (ESG) financial advisors (in alphabetical order).

SustainFi Updated September 21, 2021

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1. Abacus Wealth Partners

Founded in 1987, Abacus Wealth Partners is a fiduciary financial advisor and a certified B Corp. The firm has seven locations, serving clients in 42 states. As a fee-only advisor, Abacus Wealth doesn’t earn any fees from products they recommend or offer proprietary funds. The firm practices ESG investing, which they believe earns equal or better returns than conventional investing. Abacus has a partnership with Align Impact, which does diligence on investment managers and funds.

2. AIO Financial

  • Locations: Tucson, AZ; Los Angeles, CA; Las Vegas, NV; Boulder, CO; Seattle, WA; Portland, OR
  • Website: https://aiofinancial.com/
  • Fee-only, fiduciary advisor
  • Minimum investable assets: $300,000
  • Fees: 0.30-1.0% of assets under management ($750/quarter minimum); negotiable for over $12m in assets
  • US SIF member

AIO Financial is a fee-only investment advisor specializing in socially responsible investing. They implement sustainable strategies through screening, shareholder advocacy, and investing in low-income communities. AIO Financial offers a transparent fee structure based on the amount you invest. The firm will evaluate all parts of your financial situation, including taxes, insurance, retirement and estate planning. Typical clients are people close to retirement or retirees.

3. Alexis Advisors

  • Location: Richmond, VA
  • Website: https://www.alexisadvisors.com
  • Women-owned
  • Fee-only, fiduciary advisor
  • Minimum investable assets: ~$200,000 for portfolio management; no minimum for financial planning and coaching
  • Fees: tiered fee schedule based on assets under management
  • Focused on working with women and their families
  • B Corp

Alexis Advisors is a fiduciary, fee-only wealth management firm focused on women investors and their families. (Alexis means “helper” in Greek.) The firm is founded and led by women. They get paid based on the percentage of your assets they manage and never take commissions from any financial product providers. Alexis Advisors invests in stocks (screened using CSR Hub) and ETFs (screened using Morningstar’s Sustainalytics.) They aim to invest over 85% of client portfolios in stocks or funds with mid-to-high ESG scores. The firm doesn’t invest in fossil fuels, weapons, alcohol, or tobacco manufacturers.

4. Align Impact

Align Impact is a female-founded, owned and led investment advisor and certified B Corp with $1.6 billion of assets. They specialize in impact investing strategies they tailor to each investor. The firm will work with you to determine a flat fee pricing structure based on the complexity of your financial situation. Implementing a full strategy typically takes four to eight months with four in-person meetings and calls.

5. BakerAvenue Wealth Management

  • Locations: San Francisco, CA; New York, NY; Dallas, TX; Seattle, WA
  • Website: https://www.bakerave.com/ 
  • Focused on high-net-worth individuals
  • B Corp, UN PRI signatory

Founded in 2004, BakerAvenue is an advisory firm offering impact and ESG strategies to high-net-worth individuals. The firm is headquartered in San Francisco with offices in New York, Dallas, and Seattle. BakerAvenue is a certified B Corp and a signatory of the Principles for Responsible Investment (PRI).

6. Boardwalk Capital Management

  • Location: Atlanta, GA
  • Website: https://www.boardwalkcm.com/
  • Fee-based, fiduciary advisor
  • Minimum investable assets: none; accounts with < $100,000 pay a planning fee of $499 in year one
  • Fees: 0.45-1.00% of assets under management ($499 in year one for accounts <$100,000)
  • B Corp

A certified B Corp, Atlanta, GA-based Boardwalk Capital Management offers sustainable investment management, financial planning, retirement planning and tax planning for small businesses. The firm was founded in 2009 and incorporates ESG screening in its stock and fund selection process. A typical client is a 45-year old couple with $750,000 assets, concerned about climate change.

7. Bond & Devick Wealth Partners

  • Location: Minneapolis – St. Paul, MN
  • Website: https://www.bondanddevick.com/
  • Fiduciary
  • Minimum investable assets: $1 million
  • Fees: planning fee upfront (starting at $3,000); 0.65%-1.00% of assets under management after that based on a sliding scale
  • B Crop, UN PRI signatory

Bond & Devick Wealth Partners is one of few firms in the Minneapolis – St. Paul area specializing in ESG and impact investing, which they have been practicing for over 20 years. They are a fiduciary advisory firm and a certified B Corp. Bond & Devick believe that incorporating ESG factors when choosing investments can increase performance.

8. BSW Wealth Partners

  • Locations: Boulder and Denver, CO
  • Website: https://bsw.com
  • Women-founded
  • Public Benefit Corporation, B Corp

BSW Wealth Partners is a women-founded, 100% employee-owned financial advisory firm with over $1 billion in assets under management. Although the firm targets high-net-worth clients, they are focused on client “fit” more than on fees. They specialize in impact investing, divorce, entrepreneurs, and 401(k) impact. The firm has deep roots in Colorado, where it supports local nonprofits. BSW is both a B Corp and a Public Benefit Corporation.

9. Chicory Wealth

  • Location: Decatur, GA
  • Website: https://chicorywealth.com/
  • Fee-only, fiduciary advisor
  • No minimum account size
  • Fee: a flat fee including financial planning and asset management ($5,000 – $50,000 based on income and net worth)
  • B Corp

Chicory Wealth is a fee-only financial advisor that focuses on ESG and sustainable investing. The founder, Maggie Kulyk, opened her practice in 2002, which became Chicory Wealth in 2018. The firm provides holistic financial planning to both individuals and nonprofits. The Georgia-based firm is all-virtual and works with clients across the country. The typical client is interested in integrating money and meaning and has a net worth between $1 million and $5 million.

10. Clean Yield Asset Management

Based in Vermont, Clean Yield provides clients with socially responsible, community and slow-money investing options. They also practice shareholder activism, i.e., using their company ownership to influence the direction of the business. Clean Yield doesn’t invest in companies materially involved in nuclear power, fossil fuels, GMOs, gambling, weapons, tobacco, hydraulic fracturing, and human rights abuses. They also avoid U.S. Treasuries because they fund spending on weapons. The firm’s minimum account size is $1 million, and each client works with a dedicated portfolio manager.

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11. Colorado Capital Management

Founded in 2000, Boulder, CO-based Colorado Capital Management provides independent, fee-only advisory services, including impact investing.

12. Communitas Financial Planning

  • Location: Oakland, CA
  • Website: https://www.communitasfinancial.com/
  • Fee-only, fiduciary advisor
  • No minimum investable assets
  • Fees: hourly fee for planning services and a percentage of assets for portfolio management
  • B Corp

Oakland, CA-based Communitas Financial Planning offers financial planning services and ESG/SRI portfolio management only. They don’t have a minimum account size, and, as a fee-only firm, they don’t take commissions from products they recommend. In addition to applying ESG screens to investments, Communitas offers community investing and shareholder advocacy. ESG portfolios may include mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. Nonprofits, unions, and cooperatives get a reduced investment management fee. A typical client has “progressive” or “leftist” politics.

13. Core Capital Management

Huntington Beach, CA-based Core Capital Management (CCM) was established in 2007 and seeks to add value to clients through impact and sustainable investing. CCM operates as a sustainable business; even their website is 100% powered by solar.

14. Earth Equity Advisors

  • Location: Asheville, NC
  • Website: https://earthequityadvisors.com
  • Minimum investable assets: $250,000
  • Specialize in fossil free investing
  • B Corp, member of US SIF and 1% for the Planet

Founded in 2004, Earth Equity Advisors is a financial planner exclusively offering ESG investments, including fossil free portfolios. All portfolios support the United Nations’ Sustainable Development Goals. Although financial advisory clients must have at least $250,000, there is a self-service digital investment platform for investors starting with $5,000.

15. Effective Assets

Berkeley, CA-based Effective Assets has specialized in ESG investing for 30 years. The firm provides goal-oriented, fee-based financial planning, including values-based retirement and life planning, socially responsible and fossil-fuel free portfolio management, and investment consulting to nonprofits and social enterprises. (Note that fee-based is not the same as fee-only.)

16. Elevation Financial

  • Location: Westfield, IN
  • Website: https://www.elevationfinancial.com/
  • Fee-only, fiduciary advisor
  • No minimum investable assets
  • Fees: One-time planning fee of $150-$450 (depending on income) plus an annual fee of 0.45% to 1.0% of assets under management
  • US SIF member

Elevation Financial is a fee-only, fiduciary financial advisor specializing in socially conscious financial planning and ESG investing. When possible, Elevation seeks to invest in ESG funds. The firm has a no minimums policy, seeking to provide accessible financial advice to those who need it. The pricing is transparent. The firm is led and owned by Michael Reynolds, CSRIC (a recent socially responsible investing designation.) Michael also hosts a weekly personal finance podcast, Wealth Redefined.

17. Envest Asset Management

  • Location: Ridgefield, CT
  • Website: https://envestam.com/
  • Fee-only, fiduciary advisor
  • Fees: Hourly rate of up to $250/hour for specific tasks or annual asset fee of 0.85%-1.15% of assets under management
  • B Corp

Envest is an independent, fiduciary, fee-only financial advisor that specializes in socially responsible investments. Services include investment management, financial planning, business services, and alternative investments. The company has a transparent fee structure. The founder previously worked as an environmental engineer and an equity investor in clean energy.

18. Fair Planet Advisors

Fair Planet Advisors offers investment management, financial planning and insurance with a focus on ESG investing. They apply over 50 individual screens – such as fossil free – to create customized investment portfolios.

19. Figure 8 Investment Strategies

The Boise, ID-based financial advisor provides investment management and financial planning focusing on impact and sustainability. Founded in 2016, Figure 8 is a fee-only advisor that integrates ESG factors in client portfolios and engages with companies as a shareholder.

20. Fingerlakes Wealth Management

Ithaca, NY-based Fingerlakes Wealth Management specializes in socially responsible and impact investing. They offer fossil free, renewable energy, and community investing and have experience in microfinance and crowdfunding. They offer services based on an hourly rate or charged as a percentage of assets under management.

21. Good Capital Investment Group

Good Capital is a socially responsible wealth management firm that will create a social impact portfolio for you. They factor in not only ESG factors but also your personal values. They believe in divesting from fossil fuel companies and being an engaged shareholder.

22. Goldfarb Financial

Founded in 1998, Goldfarb Financial specializes in socially responsible and ESG investing. They offer financial, estate, retirement, and business planning. The firm has offices in Buffalo, NY and New Orleans, LA.

23. Green Retirement

Green Retirement specializes in green retirement options, including solo 401(ks), IRAs, and individual advisory accounts.

24. Green River

  • Location: San Anselmo, CA
  • Website: https://greenriverfinserv.com/
  • Fee-based, fiduciary advisor
  • Minimum investable assets: $500,000
  • Fees: a percentage of assets under management (around 1% for $1 million under management)
  • Specialize in fossil free and low carbon investing
  • US SIF member

Green River is a fiduciary financial advisory firm specializing in low carbon and fossil free investing. The firm uses the carbon footprint and fossil fuel exposure of funds when building portfolios. They also work with local environmental nonprofits to promote fossil free and low carbon investing.

25. Horizon Sustainable Financial Services

  • Location: Santa Fe, NM
  • Website: https://horizonssfs.com/
  • Fee-only, fiduciary advisor
  • Minimum investable assets: $25,000 (the firm will work with smaller account sizes on an hourly basis)
  • Fees: a percentage of assets under management
  • US SIF member

Santa Fe, NM-based Horizons Sustainable Financial Services is exclusively focused on socially responsible investing. Horizons is an independent firm founded in 1987 and managed by Kim Griego Kiel, who hosts the Deep Impact Investing podcast. The firm will work with clients virtually. Client portfolios include mutual funds, stocks, and individual bonds.

26. Impact Financial Planners

  • Locations: Tucson, AZ; Boulder, CO; Beverly Hills, CA; Las Vegas, NV; Portland, OR; Issaquah, WA
  • Website: https://impactfinancialplanners.com/
  • Fee-only, fiduciary advisor
  • Fees: 0.30-1.00% of assets under management ($750/quarter minimum)

Impact Financial Planners (IFP) is a fee-only, fiduciary advisor specializing in socially responsible investing (including ESG screening, shareholder advocacy, and community investing.) They offer asset management, retirement, tax planning, and estate planning with an impact investing lens. IFP has a transparent pricing structure.

🔔 Learn how to choose a sustainable financial advisor.

Make an impact with your money

Build custom ESG portfolios for free

Fees

$0

$125 for M1 Plus

Minimum

$100

Open a green bank account

Fees

Pay what you want

Minimum

$0

Save your change and invest in ESG portfolios

Fees

$3-$5

/month

Minimum

$5

27. ImpactAdvisor

  • Location: San Francisco, CA
  • Website: https://impactadvisor.com
  • Fees: starting at 1% of investable assets
  • Minimum investable assets: $500,000
  • Offer direct indexing
  • B Corp

ImpactAdvisor is a San-Francisco-based wealth management firm that specializes in sustainable investing. In addition to typical services like financial planning, they offer direct indexing with an ESG or impact focus.

28. JSA Sustainable Wealth Management

Based in the Hudson Valley, NY and established in 2005, JSA Sustainable Wealth Management is an independent advisory firm that helps you invest responsibly. They incorporate ESG and socially responsible considerations in their investment recommendations.

29. Longview Asset Management

Santa Fe, NM-based Longview is a fee-only, fiduciary advisor that has been working with clients for over two decades. The firm specializes in sustainable and socially responsible investing, engaging with companies they invest in.

30. MOR Wealth Management

Philadelphia-based MOR Wealth Management offers socially responsible investing, estate and legacy planning, and risk management. The firm engages in philanthropy, supporting many organizations such as the National Multiple Sclerosis Society.

31. Natural Investments

  • Locations: Multiple (NY, KY, CA, WA, MN, NC, SC, HI, NJ, SC, OR, IL)
  • Website: https://www.naturalinvestments.com/
  • Fee-based, fiduciary advisor
  • Minimum investable assets: starting at $100,000
  • Fees: based on a percentage of assets under management; complex financial planning may incur an additional retainer or an hourly fee
  • B Corp, US SIF member

Founded in 1985, Natural Investments is an advisory firm exclusively dedicated to socially responsible investing. Their advisors provide services in 11 states. Natural Investments rate mutual funds based on ESG criteria, shareholder advocacy, and community investing, coming up with a proprietary “Heart Rating.”

32. Newground Social Investment

Seattle, WA-based Newground is an independent, fee-only advisor working with clients nationwide. They specialize in sustainable investing and shareholder engagement. Newground offers portfolio management, life, financial and tax planning, and philanthropy. Newground clients typically have over $1 million to invest.

33. North Berkeley Wealth Management

  • Location: Berkeley, CA
  • Website: https://northberkeleywealth.com/
  • Fee-only, fiduciary advisor
  • Minimum investable assets: $1 million (to receive the best value)
  • Fees: 0.25-1.0% of assets under management ($10,000 per year minimum)
  • B Corp, US SIF member

North Berkeley Wealth Management specializes and ESG and impact wealth management services. They offer carbon conscious, ESG, and impact portfolios to higher net-worth individuals. As a fee-only advisor, North Berkeley doesn’t accept commissions from any products they include in client portfolios. The firm has over $500 million under management.

34. Northfork Financial

Northfork Financial is an independent fiduciary advisory firm that specializes in socially responsible and impact investing. They operate on a fee-only basis with a transparent fee structure and do not get paid to promote any funds.

35. Pathstone

  • Locations: Anchorage, AK; Scottsdale, AZ; Los Angeles, CA; Naples, FL; Atlanta, GA; Boston, MA; Englewood, NJ; Austin, TX; Bellevue, WA; Seattle, WA; Potomac, MD
  • Website: https://www.pathstone.com/
  • US SIF member, UN PRI Signatory

Pathstone is a large advisory firm with multiple offices. They provide a comprehensive suite of services, including ESG and impact investing. The firm offers proxy voting, shareholder engagement, and a comprehensive ESG scoring framework.

36. Pekin Hardy Strauss Wealth Management

Pekin Hardy Strauss Wealth Management is a Chicago, Il-based financial advisor. They are a proponent of value investing, and they customize client portfolios according to ESG principles. Established in 1990, the firm is employee-owned and acts as a fiduciary.

37. Portola Creek

  • Locations: San Francisco, CA; Santa Barbara; CA
  • Website: https://portolacreek.com/
  • Fee-based, fiduciary advisor
  • Minimum investable assets: $1 million
  • Fees: 1% of assets under management for < $10 million (0.75% for > $10 million)
  • B Corp, UN PRI signatory

Portola Creek Capital is an ESG-focused financial advisor. The California-based firm offers portfolio management, tax planning, small business planning, generational wealth transfer, and insurance advice.

38. Progressive Investment Management

  • Location: Portland and Eugene, OR
  • Website: https://www.progressiveinvestment.com/
  • Fee-only, fiduciary advisor
  • Minimum investable assets: $2 million
  • Fees: 0.50-1.25% of assets under management
  • B Corp

Established in 1982, Progressive Investment Management specializes in ESG investment services for individuals, companies, foundations, and endowments. The firm is independent and privately held. They are particularly focused on environmental sustainability.

39. Revalue

Founded in 2013, Revalue is a values-based investment advisory firm offering financial planning, investment management, and impact investing solutions. Revalue has been supporting the local investing movement in Michigan.

40. Riverwater Partners

Founded in 2016 in Milwaukee, Riverwater Partners offers ESG investing services to individuals and institutions. The firm is an employee-owned, fee-based, fiduciary advisor. Riverwater has joined multiple sustainable investing organizations, including US SIF and Ceres.

Make an impact with your money

Build custom ESG portfolios for free

Fees

$0

$125 for M1 Plus

Minimum

$100

Open a green bank account

Fees

Pay what you want

Minimum

$0

Save your change and invest in ESG portfolios

Fees

$3-$5

/month

Minimum

$5

41. Signet Strategic Wealth Management

Southern California-based Signet Strategic Wealth is focused on wealth management with a socially responsible angle. Clients may choose to avoid investing in companies that are not aligned with their environmental or social outlook.

42. SRI Investing

  • Location: New York, NY
  • Website: https://www.sriinvesting.com/
  • Fee-only, fiduciary advisor
  • Minimum investable assets: there is no minimum, but a typical client has $500,000 in assets
  • Fees: as a percentage of assets, on a sliding scale
  • US SIF member

New York, NY-based SRI investing specializes in socially responsible investing and financial planning. The firm is affiliated with the First Affirmative Financial Network, a network of investment managers who practice ESG investing. A typical client is “well educated, socially concerned and aware, motivated to help others.”

43. Stakeholders Capital

Founded in 1998, Stakeholders Capital offers financial planning, investment management, and impact investing. Socially responsible portfolios include cost-efficient funds. The firm has offices in Amherst, MA and Santa Monica, CA.

44. Trailhead Planners

Trailhead Planners is a fee-only, fiduciary financial planning firm based in Portland, OR and Minneapolis, MN. Their typical clients are retirees, doctors or executives with stock compensation. They help clients employ socially responsible strategies, which they don’t believe detract from returns.

45. Transformative Wealth Management

Bay Area-based Transformative Wealth Management has specialized in ESG investing for over 30 years. They are a fee-only, fiduciary advisor that employs ESG screening, shareholder advocacy, and community investing. The site has a free, 3-5 minute impact assessment questionnaire.

46. Veris Wealth Partners

  • Locations: New York, NY; San Francisco, CA; Boulder, CO; Portsmouth, NH
  • Website: https://www.veriswp.com/
  • B Corp, US SIF member

Founded in 2007, Veris Wealth Partner is an impact wealth management firm with around $700 million in assets. They can incorporate four key themes into client portfolios: Climate Solutions and the Environment, Sustainable and Regenerative Agriculture, Racial and Gender Equity, and Community Wealth Building. They also have a list of approved community investment products.

47. Wescott Financial Advisory Group

Wescott Financial Advisory Group is an independent, fee-only advisory firm that offers ESG investing to high-net-worth individuals and institutions. They can create customized portfolios for clients reflecting their ESG goals. The firm has been in business for over 30 years.

48. Wetherby Asset Management

  • Locations: San Francisco, CA; Los Angeles, CA; New York, NY
  • Website: https://wetherby.com/
  • Fee-only
  • Minimum investable assets: $10 million
  • Fees: 0.75% on the first $10 million of assets under management
  • B Corp, US SIF member

Founded in 1990, Wetherby Asset Management is an independent, fee-only investment advisor. Around 95% of clients are high-net-worth individuals and families. The firm offers a comprehensive suite of financial services, including impact investing.

49. Willow Investments

Willow Investments is a women-owned investment advisor that offers ESG investing services. They also offer coaching services and even crypto investing. The firm will proactively use your money by voting ESG proxies.

50. Zevin Asset Management

  • Location: Boston, MA
  • Website: https://www.zevin.com/
  • Fee-only, fiduciary advisor
  • Minimum investable assets: $1.5 million for dedicated portfolio management (the company also works with clients with less than $1.5 million to invest)
  • Fees: 0.45%-1.00% of assets under management
  • Women-owned
  • B Corp

Founded in 1997, Zevin Asset Management is an investment manager focused on socially responsible investing. They are a fee-only, 100% employee-owned and majority women-owned firm. Typical clients are those about to retire, inheritors, academics, and progressives.


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SustainFi assumes no legal or financial responsibility for the services of any businesses listed. Please do your own diligence prior to working with a financial advisor.