SRI Advisors


Impact Investors has a long lineage of Socially Responsible Investment advisors at its epicenter.

We formed in late 2014 as the result of a failed succession plan that was ten years in the making. Since then, we have completed three acquisitions and two mergers of fellow industry veteran practices, successfully transitioning over 95% of the clients, while honing our succession team and process.

We pursue these opportunities because core to the vision of who we are and why we exist, is the idea that, in order for our industry to be effective, we must connect across generations to foster the ongoing evolution and growth of the field.

Our firm is committed to upholding the high integrity of our industry's pioneering investors and their advisors, bridging the next generation of up-and-coming talented professionals who are excited to take the torch while continuing to blaze a trail toward a more just and sustainable world.

If you're at the later stage of your career and your clients care about investing in a socially responsible manner, please contact one of our Principal Advisors to explore how we might serve as your succession partner.  

If you are interested in becoming a client, please complete this short form to schedule a call with one of our advisors and explore how we might work together.



Interested in joining a dynamic and committed team with aspirations to make the world a better place?

Please see the following list of job opportunities and let us know if you might be a good fit:

*Note that all positions are remote, offer generous benefits, and base compensation packages on the candidates level of experience and dedication. We value diversity and are an equal opportunity employer.


If you're working on an investment opportunity, shareholder campaign, or policy advocacy issue that we can support, please contact us!

Impact Investors, Inc. is a Registered Investment Advisory firm (CRD #289028) specializing in Sustainable, Responsible, Impact (SRI) investing. We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating their impact objectives and financial goals into an overall wealth management strategy. Copyright © 2021 Impact Investors. All rights reserved.

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