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Sustainable Advisors Alliance LLC

Updated today

Client AUM

$229,226,019

Clients

559

Advisors

9

across 9 offices

About

Sustainable Advisors Alliance, LLC provides discretionary and non‑discretionary portfolio management, financial planning, annuity management, and employee benefit plan services to individuals (including high‑net‑worth clients), retirement plans, corporations, and nonprofit entities. The firm advises on a broad set of investments — including stocks, bonds, mutual funds, ETFs, REITs, private equity, community investments and limited partnerships — and also offers advice on held‑away accounts and access to sub‑advisors.

SAA specializes in sustainable, responsible, and impact (SRI) investing that applies environmental, social, and governance (ESG) criteria, using a mix of active and passive strategies and direct indexing to align portfolios with client preferences. Portfolios are constructed around client goals, risk tolerance, and time horizon, with discretionary authority available and periodic reviews, and financial planning offered on hourly, flat‑fee, or retainer bases.

Compared with many peers, the firm maintains multiple offices (seven) and includes participant education and client workshops as part of its employee benefit plan and client services, an offering that is relatively uncommon for similarly sized teams. SAA also highlights fee‑based annuity management and the use of direct indexing for customized ESG outcomes, and integrates sub‑advisors when seeking specialized implementation.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

ESG / Sustainable investing Annuities

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Fee options

Fixed

$500 to $7,500 depending on complexity

Percentage

$0 - $200,000: 1.65% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.45% $1,000,001 - $2,000,000: 1.35% $2,000,001 - $3,000,000: 1.30% $3,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.65% $20,000,001+: Negotiated

Project-based

$125 to $500 per hour depending on complexity

Subscriptions

Ongoing retainer arrangements paid monthly, quarterly, semi-annually, or annually up to $7,500 annually

Other

Fee-only: Hourly: $125-$500 per hour; Flat fee: $500-$7,500; Ongoing retainer: up to $7,500 annually

Main office

See office

12 N Cheyenne Ave, Suite 406

Tulsa OK 74103

Advisors at this office

1

Most active in

Arizona · California · Colorado · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · New Hampshire · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · Texas · Virginia · Washington

Also doing business as

Bright Way Finances LLC · Jan Bryan Cfp · Principled Investing, LLC · Seven Generations Investing, LLC · Skye Advisors, LLC · Sustainable Advisors Alliance LLC · Sustainable Wealth Advisors LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Elizabeth L

Series 65

Saratoga Springs, NY

Sustainable Advisors Alliance LLC

Elizabeth Litts is a financial advisor at Sustainable Advisors Alliance LLC with one year of industry experience. She holds a Series 65 designation. Outside of her advisory role, she has been involved with the Waldorf School of Saratoga Springs for the past ten years. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using environmental, social, and governance criteria, employing both passive and active strategies tailored to client preferences and tax objectives.

ESG / Sustainable investing Annuities
user avatar

Julie S

Series 63, Series 65

Tulsa, OK

Sustainable Advisors Alliance LLC

Julie Skye is a financial advisor with Sustainable Advisors Alliance LLC in Tulsa, OK, holding Series 63 and Series 65 designations and over 20 years of industry experience. Her prior roles include positions at Skye Advisors LLC, First Point, Mariner Wealth Advisors, and Native American Fund Advisors LLC. Sustainable Advisors Alliance LLC provides portfolio management, financial planning, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofits. The firm focuses on sustainable, responsible, and impact investing using a combination of active and passive strategies, direct indexing, and access to sub-advisors.

ESG / Sustainable investing Annuities
user avatar

Harold M

CFP®, Series 63

Saratoga Springs, NY

Sustainable Advisors Alliance LLC

Harold Moran is a CFP® with 39 years of experience in the financial advisory industry. He is currently with Sustainable Advisors Alliance LLC, where he has worked since 2021. Prior to that, he spent ten years at Portfolio Resources Advisor Group. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs a combination of passive and active strategies tailored to client goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Cassidy P

Series 65

Los Angeles, CA

Sustainable Advisors Alliance LLC

Cassidy Plair is a financial advisor at Sustainable Advisors Alliance LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, Cassidy worked at Bunkley Investment & Management Company and has academic experience from the University of Houston and the University of Southern California. Sustainable Advisors Alliance, LLC provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofit entities. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies, direct indexing, and sub-advisors to tailor portfolios to client goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Pamela B

CFP®, Series 63, Series 65

Fancy Gap, VA

Sustainable Advisors Alliance LLC

Pamela Brandt is a CFP® professional with 42 years of industry experience. She is currently with Sustainable Advisors Alliance LLC, where she has worked since 2021. Her prior experience includes 13 years at Portfolio Resources Advisor Group and Portfolio Resources Group, Inc., as well as 19 years at the College for Financial Planning. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, employing both passive and active strategies tailored to clients’ goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Krista S

CFP®, Series 66

Boulder, CO

Sustainable Advisors Alliance LLC

Krista Strohoffer is a CFP® and holds a Series 66 license with 25 years of experience in financial advising. She has worked at Sustainable Advisors Alliance LLC since 2021 and previously spent 13 years at Portfolio Resources Group, Inc. She is also associated with Principled Investing, LLC, where she has been involved since 2006. Sustainable Advisors Alliance provides investment management and financial planning services to individual clients, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies to align portfolios with clients’ goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Janet B

CFP®, Series 63, Series 65

Phoenix, AZ

Sustainable Advisors Alliance LLC

Janet Bryan is a CFP® professional with 26 years of industry experience, currently serving at Sustainable Advisors Alliance LLC since 2021. She previously worked for over two decades at First Affirmative Financial Network, LLC. Sustainable Advisors Alliance provides investment management and financial planning to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies tailored to client goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Laura I

Series 66

Denver, CO

Sustainable Advisors Alliance LLC

Laura Isanuk is a financial advisor with Sustainable Advisors Alliance LLC in Denver, Colorado, holding a Series 66 designation and bringing 12 years of industry experience. Her career includes roles at UBS Financial Services and First Affirmative Financial Network before joining her current firm in 2021. She is also licensed to sell insurance in Colorado. Sustainable Advisors Alliance, LLC provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofits. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, combining active, passive, and direct indexing strategies to tailor portfolios to client goals.

ESG / Sustainable investing Annuities
user avatar

Ian M

CFP®, Series 66

San Francisco, CA

Sustainable Advisors Alliance LLC

Ian Mcleod is a CFP® with 21 years of industry experience and is currently with Sustainable Advisors Alliance LLC, where he has worked since 2026. He previously worked at Impact Investors, Inc. for eight years and Communitas Financial Planning Inc. for six years. Ian holds a Series 66 license and is based in San Francisco, CA. Sustainable Advisors Alliance LLC is a team-based firm that provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofits. The firm specializes in sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies and direct indexing to align portfolios with client goals and preferences.

ESG / Sustainable investing Annuities
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