Socially responsible investing companies in the US focus on aligning financial goals with ethical considerations. These firms evaluate investments based on environmental, social, and governance (ESG) factors, aiming to generate both returns and positive societal impact. They offer diverse products such as mutual funds, ETFs, and tailored portfolios to socially conscious investors. The industry is evolving rapidly, with innovations in impact measurement and growing demand from clients who prioritize sustainability. This shift indicates a wider acceptance of responsible investment strategies that promise not just profit, but purpose, reflecting changing consumer values in investment decisions.

This curated list highlights 22 socially responsible investing companies across the US. Ranging from boutique firms to established players, they vary in size and specialization. Most are headquartered on the East and West Coasts, with founding years spanning from as early as 1969 to as recent as 2017. Offering solutions like mutual funds, advisory services, and unique impact portfolios, these firms are committed to responsible investing, making a notable impact on their clients' financial choices.

Continue reading to discover the top socially responsible investing companies in the US.

Top 22 Socially Responsible Investing Companies in the US

1. Calvert Research and Management

• Website: calvert.com
• Ownership type: Private
• Headquarters: Washington, D.C., District Of Columbia, United States (USA)
• Employee distribution: United States (USA) 94%, United Kingdom (UK) 6%
• Founded year: 2017
• Headcount: 51-200
• LinkedIn: calvert-research-and-management

Calvert Research and Management, based in Washington, D.C., is an investment management firm that specializes in responsible investing. Founded in 2017, the company has roots that trace back over four decades, reflecting a long-standing commitment to integrating environmental, social, and governance (ESG) criteria into investment strategies. Calvert offers a variety of investment solutions, including mutual funds and exchange-traded funds (ETFs), designed to align with the values of individual investors, financial advisors, and institutions. The firm actively engages with the companies in which it invests, advocating for improvements in areas such as greenhouse gas emissions, diversity, and sustainable practices. With $38.8 billion in assets under management, Calvert is well-positioned in the investment industry, providing a broad selection of responsible investing strategies that cater to various financial objectives and risk profiles. Their tools and resources, such as the Calvert Transparency Tool and Calvert Impact Tool, further enhance their commitment to responsible investing by providing insights and metrics on the impact of their investments.

2. Domini Impact Investments LLC

• Website: domini.com
• Ownership type: Private
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1997
• Headcount: 11-50
• LinkedIn: domini-social-investments

Domini Impact Investments LLC is a mutual fund firm based in New York, specializing in impact investing since its inception in 1997. With a team of 19 employees, the company focuses on creating investment opportunities that align financial returns with social and environmental objectives. Domini offers a range of investment accounts and mutual funds tailored for individual investors and organizations committed to responsible investing. Their funds include the Domini Impact Equity Fund, Domini International Opportunities Fund, and Domini Sustainable Solutions Fund, among others. Domini is recognized for its rigorous impact investment standards, which prioritize ecological sustainability and universal human dignity. The firm actively engages in shareholder advocacy, promoting policies that advance social and environmental goals. Domini's commitment to justice, equity, diversity, and inclusion further underscores its role in the impact investing sector.

3. Boston Common Asset Management

• Website: bostoncommonasset.com
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $1.2M, November 2018
• Founded year: 2003
• Headcount: 11-50
• LinkedIn: boston-common-asset-management

Boston Common Asset Management, founded in 2003 and based in Boston, Massachusetts, is an investment management firm that specializes in ESG-integrated investing. With a team of 11-50 employees, the firm offers customized portfolio management and impact reporting services tailored to institutions, individuals, and consultants. Boston Common is notable for its commitment to aligning investor capital with social and environmental objectives, aiming to generate competitive financial returns while fostering positive change. The firm is recognized for its active engagement with companies across various sectors, advocating for improved corporate practices related to environmental sustainability, social equity, and governance. Their approach includes rigorous research and a focus on shareholder advocacy, which has led to meaningful improvements in the policies and practices of their portfolio companies. Boston Common is also a participant in several initiatives aimed at promoting responsible investment practices, further demonstrating its commitment to the principles of socially responsible investing.

4. Veris Wealth Partners

• Website: veriswp.com
• Ownership type: Private Equity
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: February 2022
• Founded year: 2007
• Headcount: 11-50
• LinkedIn: veris-wealth-partners

Veris Wealth Partners, founded in 2007 and based in San Francisco, California, is a financial advisory firm that manages approximately $2 billion in assets under management. The firm specializes in investment management and impact investing, catering to families, individuals, foundations, and endowments. Veris is dedicated to helping clients achieve their financial objectives while ensuring that their investments reflect their personal values and vision for the future. The firm has a strong emphasis on sustainable practices and has been actively involved in the impact investing industry since its inception. As a majority women-led B Corp, Veris is committed to promoting equity, diversity, and inclusion within its operations and investment processes. They provide tailored financial planning services and have developed frameworks such as the Just Transition Investment Framework to guide investors in making socially responsible choices. Veris also produces annual impact reports that highlight the social and environmental outcomes of their clients' investments, showcasing their leadership in advancing the impact investing field.

5. Etica Funds

• Website: eticasgr.com
• Ownership type: Private
• Headquarters: Milan, Michigan, United States (USA)
• Employee distribution: Italy 100%
• Founded year: 2000
• Headcount: 11-50
• LinkedIn: eticasgr

Etica Funds, known as Etica Sgr, is an investment management company based in Milan, Michigan, established in 2000. The firm specializes in ethical and sustainable finance, providing a range of investment solutions that prioritize environmental, social, and governance (ESG) criteria. With a dedicated team, Etica Funds manages approximately 7.4 billion euros in assets, serving around 464,000 clients. Their investment philosophy is rooted in the belief that financial performance can coexist with social responsibility. They offer various ethical funds, focusing on sectors that adhere to strict sustainability standards. The company is also involved in initiatives that promote microfinance and crowdfunding, further demonstrating their commitment to social impact. Etica Funds is recognized for its rigorous selection process, which includes both negative exclusions and positive evaluations based on sustainability themes, ensuring that their investments align with their ethical values.

6. Eventide Asset Management

• Website: eventideinvestments.com
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2008
• Headcount: 51-200
• LinkedIn: eventideassetmanagement

Eventide Asset Management, LLC, based in Boston, Massachusetts, is an investment management firm founded in 2008. With a team of approximately 78 employees, the company specializes in offering a range of investment products, including exchange-traded funds (ETFs) and mutual funds. Eventide is particularly focused on values-based investing, catering to both institutional and retail investors who wish to align their financial goals with ethical and social values. The firm operates under a commitment to create value for stakeholders while addressing the challenges associated with ethical investment management. Their investment philosophy is anchored in a biblical worldview, which guides their decision-making process and investment strategies. Eventide also runs the Eventide Center for Faith & Investing, an educational initiative that promotes understanding of values-based investing. Through their various products and initiatives, Eventide aims to harness the power of business to foster positive change in society.

7. Natural Investments PBLLC

• Website: naturalinvestments.com
• Ownership type: Private
• Headquarters: Windsor, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2000
• Headcount: 11-50
• LinkedIn: natural-investments

Natural Investments PBLLC is an investment advisory firm based in Windsor, California, specializing in socially responsible investing. Established in 2000, the firm has built a reputation for helping individuals, families, and organizations align their financial portfolios with their values. With a team that has been active in social and environmental movements for decades, Natural Investments emphasizes the importance of ethical investment strategies. They offer a range of services, including portfolio management and financial planning, tailored to meet the unique needs of their clients. The firm has been recognized for its innovative approach to investing, having coined the term 'regenerative investing' and authored multiple books on the subject. As one of the first Certified B Corps in the world, Natural Investments is committed to high standards of social and environmental performance. Their recent transition to a Public Benefit LLC, owned by a perpetual purpose trust, reflects their dedication to long-term impact and equitable governance. They actively contribute to charitable organizations and engage in community-focused investment strategies, reinforcing their commitment to social change.

8. Riverwater Partners

• Website: riverwaterpartners.com
• Ownership type: Private
• Headquarters: Milwaukee, Wisconsin, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2016
• Headcount: 1-10
• LinkedIn: riverwater-partners-llc

Riverwater Partners, founded in 2016 and based in Milwaukee, Wisconsin, is a private investment management firm specializing in responsible and sustainable investing. With a small team of around 17 employees, the firm offers personalized wealth management services tailored to individuals, families, and nonprofits. Riverwater emphasizes the importance of environmental, social, and governance (ESG) factors in its investment strategies, aiming to grow and protect wealth through strategic investment solutions. The firm is proud to be a Certified B Corporation™, reflecting its commitment to using business as a force for good. Riverwater focuses on small-cap strategies, seeking to invest in companies that are undervalued by the market while also promoting sustainability and social responsibility. Their approach includes engaging with companies to improve their ESG practices, thereby enhancing both financial returns and societal impact.

9. Capricorn Investment Group

• Website: capricornllc.com
• Ownership type: Private
• Headquarters: Palo Alto, California, United States (USA)
• Employee distribution: United States (USA) 96%, United Arab Emirates 4%
• Founded year: 2000
• Headcount: 11-50
• LinkedIn: capricorn-investment-group

Capricorn Investment Group, founded in 2000 and based in Palo Alto, California, is an investment management firm that specializes in sustainable investing. With a team of around 57 employees, the firm manages approximately $10 billion in assets. Capricorn offers a range of services, including Outsourced Chief Investment Officer solutions and the Sustainable Investors Fund, aimed at families, foundations, and institutional investors. Their investment approach is rooted in the belief that sustainable practices can enhance risk-adjusted returns. The firm has developed impact-aligned investment solutions that address critical environmental and social issues, such as climate change and inclusive capitalism. Capricorn's focus on creating customized, diversified portfolios reflects their commitment to aligning financial objectives with social impact, making them a notable player in the sustainable investment sector.

10. Seagate Global Group

• Website: seagateglobal.com
• Ownership type: Private
• Headquarters: Redondo Beach, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 11-50
• LinkedIn: seagate-global-advisors

Seagate Global Group, founded in 1996 and based in Redondo Beach, California, is a private financial services firm that specializes in investment management and ESG finance. With a team of around 32 employees, the company has developed proprietary investment models aimed at generating high stable returns through socially responsible strategies. Seagate's operations are rooted in the belief that financial markets can be leveraged to improve the human condition while achieving low-risk, high-return outcomes. They have established themselves as a financier for recycling and sustainable projects, and they actively support small and medium-sized minority-owned businesses. Their Smart Loan Program is designed to promote good governance, further solidifying their commitment to socially responsible investing. Seagate has received endorsements from government entities in the Philippines and Malaysia, which highlights their credibility and influence in the ESG finance sector.

11. Align Impact

• Website: alignimpact.com
• Ownership type: Private
• Headquarters: Santa Monica, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2014
• Headcount: 11-50
• LinkedIn: align-impact

Align Impact is an investment advisory firm based in Santa Monica, California, founded in 2014. The company focuses on impact investing strategies, helping individuals, families, foundations, and institutions align their financial objectives with social impact. Their services include tailored investment strategies, access to vetted investment products, and educational resources. Align Impact addresses critical issues such as climate change, financial inclusion, health equity, and racial and gender equity. They employ a holistic approach to capital, emphasizing the importance of both financial performance and the broader societal impact of investment decisions. As a certified B Corporation, Align Impact is committed to high social and environmental performance, accountability, and transparency. They actively engage in monitoring and reporting on the impact of their investments, ensuring that clients can see the tangible effects of their financial choices.

12. Nia Impact Capital

• Website: niaimpactcapital.com
• Ownership type: Private
• Headquarters: Oakland, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2017
• Headcount: 11-50
• LinkedIn: nia-impact-capital

Nia Impact Capital is an investment management firm based in Oakland, California, founded in 2017. The company specializes in impact investing, focusing on public markets to invest in companies that contribute to sustainability and social equity. Nia's investment philosophy is rooted in the belief that financial returns can be achieved alongside positive social and environmental impacts. Their team, predominantly women, emphasizes gender lens and racial equity in their investment processes. Nia has developed a unique approach that includes six solution themes, targeting areas such as healthcare, sustainable transportation, and eco-friendly housing. They actively engage with their portfolio companies to advocate for improvements in corporate conduct and social responsibility. Nia Impact Capital is also recognized for its certifications as a B Corporation and its involvement in various initiatives aimed at promoting environmental and social justice.

13. First Affirmative Financial Network

• Website: firstaffirmative.com
• Ownership type: Corporate
• Headquarters: Colorado Springs, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: November 2016
• Founded year: 1988
• Headcount: 11-50
• LinkedIn: first-affirmative-financial-network

First Affirmative Financial Network, based in Colorado Springs, Colorado, is an investment advisory firm founded in 1988. The company specializes in values-aligned investing, offering tailored solutions that allow clients to invest in a manner that reflects their personal values and beliefs. Their flagship product, the Values-Aligned Direct Index Solution (VADIS), provides clients with a customizable and transparent investment platform that emphasizes sustainability and social responsibility. First Affirmative also engages in proxy voting and advocacy, ensuring that clients' voices are heard in corporate governance matters. The firm serves a range of clients, including individuals and organizations seeking sustainable investment options. As a certified B Corporation, First Affirmative is committed to meeting high standards of social and environmental performance, accountability, and transparency, further reinforcing its position in the socially responsible investing space.

14. Boston Trust Walden Company

• Website: bostontrustwalden.com
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1974
• Headcount: 51-200
• LinkedIn: boston-trust-walden

Boston Trust Walden Company is an independent, employee-owned investment management firm based in Boston, Massachusetts. Founded in 1974, the company specializes in institutional investment management, private wealth services, and impact investing. With a focus on aligning financial goals with social and environmental values, Boston Trust Walden serves a range of clients, including individuals, families, endowments, foundations, and corporate plans. The firm has been at the forefront of socially responsible investing since the 1970s, employing active ownership strategies to address complex social and environmental issues. Their investment philosophy emphasizes the importance of integrating ESG factors into decision-making processes, and they actively engage with companies to promote sustainable practices. Boston Trust Walden has also made significant strides in shareholder advocacy, filing numerous resolutions aimed at improving corporate governance and sustainability practices. Their commitment to transparency and collaboration with clients further enhances their reputation in the impact investing space.

15. Community Capital Management, LLC

• Website: ccminvests.com
• Ownership type: Private
• Headquarters: Fort Lauderdale, Florida, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1998
• Headcount: 11-50
• LinkedIn: community-capital-management-inc

Community Capital Management, LLC (CCM) is an investment management firm based in Fort Lauderdale, Florida, founded in 1998. The company specializes in impact investing, managing around $6.3 billion in assets. CCM focuses on delivering positive environmental and social outcomes while also achieving financial returns for its clients. The firm serves a wide range of clients, including faith-based investors, foundations, healthcare organizations, and high-net-worth individuals. CCM offers customized investment strategies that allow clients to align their portfolios with specific impact themes and geographies. They have invested approximately $16.6 billion in impact initiatives across the United States, demonstrating a strong commitment to social responsibility. Their efforts are supported by comprehensive reporting on the impact of their investments, ensuring transparency and accountability. Additionally, CCM actively participates in industry coalitions and advocacy groups to promote the integration of impact considerations into investment decision-making.

16. Sonen Capital LLC

• Website: sonencapital.com
• Ownership type: Private
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: October 2023
• Founded year: 2011
• Headcount: 11-50
• LinkedIn: sonen-capital

Sonen Capital LLC, founded in 2011 and based in San Francisco, California, is an investment advisory firm that specializes in impact investing. The company provides tailored investment management and advisory services to a range of clients, including foundations, endowments, individuals, and institutions. Their focus is on aligning financial returns with social and environmental impact, which is evident in their development of custom portfolios and impact investment strategies. Sonen Capital operates with a strong belief that investment capital can address significant global challenges, and they employ a rigorous, outcomes-based approach to ensure that their investments yield measurable positive impacts. As an employee-owned B Corporation, they are committed to integrating social and environmental considerations into their investment processes, further solidifying their role in the impact investing industry.

17. Etho Capital

• Website: ethocapital.com
• Ownership type: Venture Capital
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 89%, Japan 11%
• Latest funding: Seed, December 2018
• Founded year: 2014
• Headcount: 1-10
• LinkedIn: etho-capital

Etho Capital, founded in 2014 and based in San Francisco, California, is an investment management firm that specializes in sustainable and socially responsible investing. With a small team of around 18 employees, Etho Capital offers a range of investment strategies, including the Etho Climate Leadership US Index and the ETHO ETF, which are designed to help clients achieve financial performance while promoting environmental sustainability. The firm employs a Smart Sustainability Investing Methodology that integrates comprehensive climate accounting and ESG risk screening to identify companies that are not only financially sound but also committed to sustainability. Etho Capital also provides climate and ESG consulting services, assisting businesses in tracking their portfolio-wide impacts and implementing strategies to meet decarbonization targets. Their focus on climate efficiency and social responsibility positions them as a relevant player in the investment industry, particularly for those seeking to align their investments with their values.

18. 17 Asset Management

• Website: 17assetmanagement.com
• Ownership type: Private
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2018
• Headcount: 11-50
• LinkedIn: 17-asset-management

17 Asset Management is a private asset management and consulting firm based in New York, founded in 2018. The company specializes in developing investment products that are aligned with the United Nations' Sustainable Development Goals (SDGs). With a team of 46 professionals, they provide asset management, consulting, and research services primarily to institutional and accredited investors. Their approach is research-driven, focusing on stakeholder engagement and impact accountability, ensuring that investments not only yield financial returns but also contribute positively to social and environmental outcomes. 17 Asset Management designs a range of investment products, including private alternatives and thematic indices, aimed at addressing pressing global challenges. They also offer consulting services that assist organizations in embedding social impact into their operations. Their commitment to impact measurement and management is evident in their proprietary strategies, which validate investments based on their contributions to the SDGs. The firm actively engages in both developed and emerging markets, showcasing their expertise across various sectors.

19. Wellington Management

• Website: wellington.com
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 70%, United Kingdom (UK) 16%, Hong Kong S.A.R 4%, Other 10%
• Founded year: 1933
• Headcount: 1001-5000
• LinkedIn: wellington-management

Wellington Management Company, founded in 1933 and based in Boston, Massachusetts, is a private investment management firm that provides a variety of investment solutions to over 2,200 institutional clients worldwide. With a workforce of approximately 3,600 employees, the firm specializes in equity, fixed income, and alternative investments. Wellington Management is known for its innovative approach to investment strategies, emphasizing sustainable investing solutions that help clients meet their financial goals. The firm manages over $1 trillion in client assets, reflecting its significant presence in the investment management industry. Wellington's commitment to sustainability is evident in its corporate practices, including the generation of green energy and substantial charitable contributions through its foundations. The firm also prioritizes employee engagement in sustainability initiatives, fostering a culture of responsibility and community involvement.

20. Zevin Asset Management

• Website: zevin.com
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1997
• Headcount: 11-50
• LinkedIn: zevin-asset-management-zam-

Zevin Asset Management, based in Boston, Massachusetts, is an investment management firm that specializes in sustainable and socially responsible investing. Founded in 1997, the firm has built a reputation for providing customized investment solutions that align with the values of individuals, families, and organizations. With a team of experienced professionals, Zevin focuses on integrating environmental, social, and governance (ESG) analysis into their investment processes. They serve a variety of clients, including foundations, religious institutions, and non-profits, helping them achieve financial goals while fostering positive social and environmental outcomes. As a Certified B Corporation, Zevin holds itself to high standards of accountability and transparency, ensuring that their practices reflect their commitment to social responsibility. The firm is also notable for being 100% employee-owned and majority women-owned, which underscores their dedication to equity and inclusion within the investment industry.

21. Terra Alpha Investments

• Website: terraalphainvestments.com
• Ownership type: Private
• Headquarters: Washington, D.C., District Of Columbia, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2014
• Headcount: 11-50
• LinkedIn: terra-alpha-investments-llc

Terra Alpha Investments, founded in 2014 and based in Washington, D.C., is an investment management firm that specializes in sustainable investing. With a team of experienced investors, the firm employs a proprietary Environmental Productivity (EP) analysis framework to assess public equity investments. This method evaluates how efficiently companies utilize and impact natural resources, such as clean air, water, and healthy soils. Terra Alpha's clientele includes institutional investors and accredited individuals who seek to align their investment strategies with sustainable practices. The firm is dedicated to achieving long-term financial returns while promoting environmental sustainability, and it actively engages with corporations to improve their environmental practices and transparency. Terra Alpha's innovative approach positions it as a notable player in the sustainable investing sector, focusing on both financial performance and positive environmental impact.

22. Bailard, Inc.

• Website: bailard.com
• Ownership type: Private
• Headquarters: Foster City, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1969
• Headcount: 51-200
• LinkedIn: bailard-inc.

Bailard, Inc., founded in 1969 and based in Foster City, California, is a private wealth and asset management firm. With a team of approximately 94 employees, Bailard serves individuals, families, and institutions by providing comprehensive financial planning and investment strategies. The firm specializes in aligning clients' financial goals with their personal values, particularly through sustainable and responsible investing. Bailard manages approximately $6.1 billion in assets, showcasing its significant presence in the investment industry. The company is also notable for its commitment to social responsibility, as evidenced by its status as a Certified B Corporation™ and its active involvement in philanthropy through the Bailard Foundation. Their investment strategies include a focus on real estate, equities, and fixed income, all while maintaining a strong emphasis on ethical practices and community engagement.

Socially Responsible Investing Insights: Key Companies in the US

Want to Find More Socially Responsible Investing Companies?

With Inven you'll also get to know the company's:

• Detailed Ownership: Who owns the company? Is it a public or private company? What is the ownership structure?
• Contact data: Who are the founders and CEO's? What are their emails and phone numbers?
• Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!