Alexis Advisors competitorsClear all

Alexis Advisors's top competitors include Dev Equity, DeDora Capital, Pekin Hardy Strauss Wealth Management and Trillium Asset Management.
Alexis Advisors
Alexis Advisors
Alexis Advisors is a fee-only firm offering financial planning and investment advisory services.
Dev Equity
Dev Equity
Dev Equity aims to help improve the lives of people living in low-income countries by investing in private companies that can make a positive social and environmental impact.
DeDora Capital
DeDora Capital
DeDora Capital is a Registered Investment Advisor (RIA) providing comprehensive wealth and investment management.
Pekin Hardy Strauss Wealth Management
Pekin Hardy Strauss Wealth Management
Pekin Hardy Strauss Wealth Management (also known as Pekin Singer Strauss) is a boutique asset management firm that provides customized portfolio management services and personal financial advice.
Trillium Asset Management
Trillium Asset Management
Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI).
Founding Date
Founding Date
2013
Founding Date
N/A
Founding Date
2015
Founding Date
1990
Founding Date
1982
Type
Type
Private
Type
Private
Type
Private
Type
Private
Type
Private
Tags
Locations
Locations
Richmond, US HQ
Locations
Tucson, US HQ
Locations
Napa, US HQ
Locations
Chicago, US HQ
Locations
Boston, US HQ
Portland, US
San Francisco, US
Employees
Employees
3
Employees
N/A
Employees
6
Employees
16
Employees
55
Twitter followers
Twitter followers
N/A
Twitter followers
36
Twitter followers
16
Twitter followers
1
Twitter followers
2.2 k
Alexa Website Rank
Alexa Website Rank
185392
Alexa Website Rank
N/A
Alexa Website Rank
N/A
Alexa Website Rank
N/A
Alexa Website Rank
355152
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Dev Equity
HQ
Tucson, US

Dev Equity aims to help improve the lives of people living in low-income countries by investing in private companies that can make a positive social and environmental impact.

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DeDora Capital
HQ
Napa, US
Employees
6

DeDora Capital is a Registered Investment Advisor (RIA) providing comprehensive wealth and investment management.

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Pekin Hardy Strauss Wealth Management
HQ
Chicago, US
Employees
16

Pekin Hardy Strauss Wealth Management (also known as Pekin Singer Strauss) is a boutique asset management firm that provides customized portfolio management services and personal financial advice.

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Trillium Asset Management
HQ
Boston, US
Employees
55

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

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