![]() 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. | ||
Founding Date | Founding Date 2010 | Founding Date 2013 | Founding Date 1982 | Founding Date 1998 |
Type | Type Private | Type Private | Type Private | Type Private |
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Locations | Locations Melbourne, AU HQ | Locations Richmond, US HQ | Locations Boston, US HQ Edinburgh, GB London, GB Portland, US San Francisco, US | Locations Tigard, US HQ Seattle, US |
Employees | Employees 5 | Employees 2 | Employees 76 | Employees 224% decrease |

Alexis Advisors is a fee-only firm offering financial planning and investment advisory services.
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Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI).
View company
Help clients define achievable investment objectives based on their resources that is consistent with their risk tolerance.
View company