Alexis Advisors Competitors and Similar CompaniesClear all

Alexis Advisors's competitors and similar companies include Trillium Asset Management, Northwest Capital Management, Summit Creek Capital and Caprock.
Alexis Advisors
Alexis Advisors
Alexis Advisors is a fee-only firm offering financial planning and investment advisory services.
Trillium Asset Management
Trillium Asset Management
Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI).
Northwest Capital Management
Northwest Capital Management
Help clients define achievable investment objectives based on their resources that is consistent with their risk tolerance.
Summit Creek Capital
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.
Caprock
Caprock
Caprock (also known as The CAPROCK Group) is a company offering financial solutions.
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
Tags
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
For sources of this data, please see the company profile

View Company Profiles

Trillium Asset Management
HQ
Boston, US
Employees
76

Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI).

View company
Northwest Capital Management
HQ
Tigard, US
Employees
22↓ 4% decrease

Help clients define achievable investment objectives based on their resources that is consistent with their risk tolerance.

View company
Summit Creek Capital
HQ
Ketchum, US
Employees
5↑ 25% increase

SCC advises our corporate, family office and high net worth clients on risk management and optimal structures of ownership of renewable energy projects.

View company
Caprock
HQ
Boise, US
Employees
108↑ 2% increase

Caprock (also known as The CAPROCK Group) is a company offering financial solutions.

View company