![]() Alexis Advisors Alexis Advisors is a fee-only firm offering financial planning and investment advisory services. | ![]() Trillium Asset Management Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). | ![]() Northwest Capital Management Help clients define achievable investment objectives based on their resources that is consistent with their risk tolerance. | ![]() Summit Creek Capital SCC advises our corporate, family office and high net worth clients on risk management and optimal structures of ownership of renewable energy projects. | ||
Founding Date | Founding Date 2013 | Founding Date 1982 | Founding Date 1998 | Founding Date 2007 | Founding Date 2005 |
Type | Type Private | Type Private | Type Private | Type Private | Type Private |
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Locations | Locations Richmond, US HQ | Locations Boston, US HQ Edinburgh, GB London, GB Portland, US San Francisco, US | Locations Tigard, US HQ Seattle, US | Locations Ketchum, US HQ | Locations Boise, US HQ Mercer Island, US Newport Beach, US New York, US Park City, US San Jose, US |
Employees | Employees 2 | Employees 76 | Employees 224% decrease | Employees 525% increase | Employees 1082% increase |

Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI).
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Help clients define achievable investment objectives based on their resources that is consistent with their risk tolerance.
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SCC advises our corporate, family office and high net worth clients on risk management and optimal structures of ownership of renewable energy projects.
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Caprock (also known as The CAPROCK Group) is a company offering financial solutions.
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