A complete list of active advisors currently associated with Align Impact, LLC
Warmer can help you find a great advisor at Align Impact, LLC or one who fits your needs even better.
Align Impact, LLC is an impact-focused investment manager that provides portfolio management, financial planning, and impact strategy services to pooled investment vehicles, institutions, foundations, families, and individuals. The firm manages separately managed accounts and multiple fund vehicles and also offers services tailored to other advisory firms as Institutional Clients. Align’s investment approach integrates values-based impact criteria with conventional quantitative analysis and modern portfolio theory, creating client-specific Impact Investment Policy Statements and customized values screening. The firm operates a curated Platform of third-party managers, uses sub-advisers when appropriate, and provides ongoing due diligence, reporting, and educational support on topics such as shareholder engagement, green bond issuance, faith-based investing, ESG rating methodologies, Opportunity Zones, and Pay for Success contracts. Noteworthy aspects include a larger-than-typical multi-office footprint (15 offices) and an institutional-facing Platform that explicitly serves other advisers and pooled funds while also serving charitable organizations and high-net-worth individuals. The ADV also discloses recent operational strain following the loss of a significant client in late 2025, a financial condition the firm has identified as affecting its ability to meet contractual commitments.
To learn more about the advisors currently working at Align Impact, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 1
| |
Boulder, CO
| 3
|
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