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Discover an Advisor Who Transforms Your Wealth into Change
ValuesAdvisor makes it simple to find a vetted financial advisor that delivers both financial and environmental/social returns. When your wealth and your values move together, your impact goes far beyond your portfolio.
Use code:
ThirdAct
for free access to ValuesAdvisor
Filter, Compare, Go Deep
A Simpler Way to Find Your Advisor
You deserve a journey that feels clear and empowering. With ValuesAdvisor, exploring advisors is seamless. Our platform puts you in control. You can search, compare and connect with values-aligned experts who match your goals and vision, and thanks to your membership, your access is completely free (a $250 value).
Our Advisors
Curated for Impact and Expertise
Every advisor on our platform is carefully chosen: recommended by respected investors, thoroughly vetted, and proven in both performance and purpose. When you use ValuesAdvisor, you're not just browsing a directory; you're accessing a community built on trust and shared purpose.
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Use code:
ThirdAct
for free access to ValuesAdvisor
How it Works
A clear, simple process built to put you in control.
Use code:
ThirdAct
for free access to ValuesAdvisor
WHAT IS VALUESADVISOR?
ValuesAdvisor is a curated, intuitive matchmaking platform that helps individual investors, foundations, family offices, and endowment managers identify investment advisors who align with their values.
It supports a range of approaches—from total portfolio activation to divest-invest strategies and active ownership—and offers a useful tool for benchmarking existing advisor relationships. There’s no cost or obligation to use the platform, and it is not pay-to-play; all advisors are vetted and client-recommended.
HOW ARE THE ADVISORS VETTED
To be eligible for the ValuesAdvisor platform, advisors must:
- Be recommended by a member of a ValuesAdvisor Partner.
- Have approximately 25% or more of assets under management be values aligned.
- Have a minimum of three years of experience offering values aligned investment services.
HOW IS VALUESADVISOR DIFFERENT?
ValuesAdvisor is a mission-driven platform that helps you find advisors who align with your values—especially around impact and purpose-driven investing.
Unlike other platforms, advisors aren’t featured based on advertising or sponsorship. Every advisor is carefully vetted for experience in values-aligned investing and included based on quality and fit.
Backed by Realize Impact, its nonprofit fiscal sponsor, ValuesAdvisor is built to support informed, intentional investing.
IS YOUR DATA SAFE?
Yes. ValuesAdvisor only collects email addresses and never shares them with advisors or third parties. Investors stay in control—always.
Finding the Right Advisor Doesn’t Have to Feel So Hard
Our blog posts answer real questions from investors like you and offer guidance for wherever you are in your journey.
Whether you're starting fresh or re-evaluating an old relationship, you're in the right place.
5 Questions to Ask Your Advisor About Values-Aligned Investing
How to Break Up with Your Current Advisor
How to Reach Out to a Financial Advisor: A Simple First Step