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Investment Advisors & Wealth Managers

Athena Capital Advisors

 

Founded in 1993 and based in Lincoln, Massachusetts, Athena Capital Advisors is a privately owned, independent Registered Investment Advisor (RIA). Athena earns clients' trust by understanding and meeting their investment objectives to deliver an ...

Avivar Capital

 

Avivar Capital is a U.S.-based SEC registered investment advisory firm focused on managing impact investment portfolios and developing impact-driven funds and families of funds on behalf of clients. Avivar assists foundations, banks and other ...

Bank of the West/BNP Paribas

 

As part of BNP Paribas Group—one of the leading wealth managers in the world—and Bank of the West Wealth Management, Family Wealth Advisors offers a global reach few institutions can match. Together with the local knowledge and service excellence ...

Cambridge Associates

 

Cambridge Associates is a leading global investment firm that delivers innovative portfolio management services to institutional and private investors. For more than 40 years, Cambridge has focused on discovering new ways to add long-term value to ...

CAPROCK Group

 

Established in 2005, The CAPROCK Group is a multifamily office that develops customized, comprehensive, and strategic financial solutions for high net worth individuals, families, and foundations. The firm advises on nearly $3.0 billion in assets, ...

Cornerstone Capital Group

 

Cornerstone Capital Group works with families, foundations and endowments, multifamily offices and other registered investment advisors to develop and manage customized investment strategies aligned to their financial and values-based objectives....

Fresh Pond Capital

 

Fresh Pond Capital works with clients to bring their investments into alignment with their values. Fresh Pond believes that by applying sound financial judgment and ethical values, they can help their clients reach their financial goals while ...

Goldman Sachs

 

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial ...

Impact Capital Strategies

 

Impact Capital Strategies is committed to helping clients develop investment and wealth management strategies that align with their social and political values and interests. Based in Washington D.C., Impact Capital builds effective plans to grow ...

Indigo Group

 

Indigo Group works with individuals and institutions to develop financial strategies using sustainable investment portfolios. Through thoughtful dialogue and collaboration with Indigo's advisors, clients clarify and reveal their distinct ...

Laird Norton Wealth Management

 

With nearly $5 billion in assets under advisement, Laird Norton Wealth Management is the Pacific Northwest’s premier wealth management firm. Founded in 1967, we are both a Trust Company and a Registered Investment Advisor, serving the diverse needs ...

Mercer

 

At Mercer, we’ve been researching, advising on, and executing alternative investments for more than two decades. We help clients identify the appropriate fund managers based on their risk/reward requirements, and we have significant experience ...

North Sky Capital

 

North Sky Capital is an independent RIA firm based in Minneapolis that began ESG investing in 2005 to provide clients with tailored investment solutions. They are recognized as a leader in ESG/Impact private markets investing, focusing on themes ...

NorthFork Financial

 

NorthFork provides integrated strategies for clients who want a fiduciary – an investment planning and advisory firm where clients’ interests always come first – and who believe their financial choices should reflect their personal commitment to ...

Pathstone Federal Street

 

Built on a strong heritage of independent thinking, Pathstone Federal Street stands by and for unbiased advice. Pathstone takes their responsibility to act in the best interests of their clients very seriously, ensuring transparency in their firm, ...

Perella Weinberg Partners

 

Perella Weinberg Partners is a global, independent advisory and asset management firm with approximately $11.1 billion of commitments from institutional and private investors around the world. The firm is a private limited partnership with ...

RBC SRI Wealth Management

 

Royal Bank of Canada SRI Wealth Management, since 1983, has offered comprehensive investment strategies for sophisticated investors committed to social change. Today, our team of eight investment professionals consults on over $1 billion in assets ...

Rockefeller & Co.

 

Rockefeller & Co. is a leading investment and wealth-management firm serving successful individuals, families, family offices, foundations, endowments and other institutions. Rockefeller & Co. traces its roots back to 1882, when John D. Rockefeller ...

The Sustainability Group

 

The Sustainability Group is associated with Loring, Wolcott & Coolidge Trust LLC, a family office practice that has been operating since 1817. They share a team of experienced investment professionals managing over $4 billion in assets. Their ...

Tiedemann Wealth Management

 

Our model is simple yet powerful: We are singularly focused on providing high net worth individuals, family offices, trusts, foundations and endowments with customized, objective investment management and wealth planning services. We are proactive, ...

Veris Wealth Partners

 

Veris Wealth Partners is a sustainable wealth management firm dedicated to aligning families’ and foundations’ financial objectives with their mission and values. They structure fully-diversified portfolios that aim to catalyze social and ...