Top advisors focused on esg / sustainable investing in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek an ESG or sustainable investing advisor if you want your investments to reflect your values on environmental, social, and governance issues. A common mistake is assuming all advisors understand the nuances of ESG criteria and can align your portfolio accordingly.
- ESG criteria knowledge. Confirm how deeply they understand specific environmental and social factors, not just general "green" investing.
- Impact measurement. Ask how they track and report the real-world effects of your investments beyond financial returns.
- Portfolio integration. Check whether they blend ESG goals with your financial objectives or treat them as separate priorities.
- Firm commitment. Inquire if their firm supports sustainable investing practices broadly or if it's limited to select offerings.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin specializes in ESG and sustainable investing, integrating these principles with private and alternative investments, real estate, and tax-loss harvesting strategies. Operating independently with a flat-fee structure, she offers flexible financial planning fees ranging from $500 to $50,000, which may appeal to clients seeking transparent costs. Based in Cincinnati, OH, she brings a blend of advisory and tax planning experience, distinguishing her from advisors focused solely on traditional asset classes.
Experience: 2 years
Avg account: $1,639,930
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Sarah C
CFP®, Series 63, Series 65
Boston, MA
Santander Securities LLC
Sarah Currier Barrella specializes in ESG and sustainable investing, supported by 26 years of experience and CFP® certification, making her well-equipped to integrate environmental and social criteria into your portfolio. Based in Boston with Santander Securities LLC, she offers a 1.30% AUM fee and serves a diverse client base through discretionary portfolio management and wrap-fee advisory programs, distinguishing her with broad firm resources and seasoned expertise.
Experience: 26 years
Avg account: $263,306
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Matthew M
CFA®, Series 65
Burlington, VT
One Day In July LLC
Matthew Mc Bride specializes in ESG and sustainable investing, offering a distinct environmental investing option that screens funds by carbon intensity and fossil fuel reserves, aligning investments with specific environmental criteria. Based in Burlington, VT, he provides discretionary portfolio management with a flat fee of 0.50% annually for certain accounts, combining his CFA® credentials and a focus on low-cost, passive ETFs to serve individuals and high-net-worth clients effectively.
Experience: 3 years
Avg account: $983,464
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Stephen H
Series 65
Plano, TX
Fisher Investments
Stephen Harris specializes in ESG and sustainable investing, integrating these principles with active portfolio management and tax-loss harvesting strategies, which suits investors seeking to align their portfolios with environmental and social values. Operating within Fisher Investments, a large firm serving high-net-worth clients, he offers discretionary portfolio management with a 1.50% AUM fee, distinguishing him by combining ESG focus with sophisticated risk management and a global client perspective.
Experience: 0 years
Avg account: $1,664,526
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Kayla W
Series 63, Series 65
Madison, WI
Primerica Advisors
Kayla Wheeler specializes in ESG and sustainable investing, integrating these principles with tax-loss harvesting and income planning to align portfolios with clients' values. Operating from Primerica Advisors, a large firm offering discretionary asset management and model-delivery strategies, she serves both individual and high-net-worth clients with a tiered wrap-fee structure, differentiating her approach through firm-supported sustainable investment options and a comprehensive advisory program.
Experience: 2 years
Avg account: $228,117
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