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Sustainable Advisors Alliance LLC

Updated today

Client assets under management

$229,226,019

Clients

559

17% high-net worth

Advisors

8

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

70

Typical

Average account size

$410,064

About

Sustainable Advisors Alliance, LLC provides discretionary and non‑discretionary portfolio management, financial planning, annuity management, and employee benefit plan services to individuals (including high‑net‑worth clients), retirement plans, corporations, and nonprofit entities. The firm advises on a broad set of investments — including stocks, bonds, mutual funds, ETFs, REITs, private equity, community investments and limited partnerships — and also offers advice on held‑away accounts and access to sub‑advisors.

SAA specializes in sustainable, responsible, and impact (SRI) investing that applies environmental, social, and governance (ESG) criteria, using a mix of active and passive strategies and direct indexing to align portfolios with client preferences. Portfolios are constructed around client goals, risk tolerance, and time horizon, with discretionary authority available and periodic reviews, and financial planning offered on hourly, flat‑fee, or retainer bases.

Compared with many peers, the firm maintains multiple offices (seven) and includes participant education and client workshops as part of its employee benefit plan and client services, an offering that is relatively uncommon for similarly sized teams. SAA also highlights fee‑based annuity management and the use of direct indexing for customized ESG outcomes, and integrates sub‑advisors when seeking specialized implementation.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

ESG / Sustainable investing Annuities

Fee options

Fixed

$500 to $7,500 depending on complexity

Percentage

$0 - $200,000: 1.65% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.45% $1,000,001 - $2,000,000: 1.35% $2,000,001 - $3,000,000: 1.30% $3,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.65% $20,000,001+: Negotiated

Project-based

$125 to $500 per hour depending on complexity

Subscriptions

Ongoing retainer arrangements paid monthly, quarterly, semi-annually, or annually up to $7,500 annually

Other

Fee-only: Hourly: $125-$500 per hour; Flat fee: $500-$7,500; Ongoing retainer: up to $7,500 annually

Main office location

Sustainable Advisors Alliance LLC

12 N Cheyenne Ave, Suite 406

Tulsa OK 74103, United States

Number of offices

7

Most active in

Arizona · California · Colorado · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · New Hampshire · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Elizabeth L

Series 65

Saratoga Springs, NY

Sustainable Advisors Alliance LLC

Elizabeth Litts is a financial advisor at Sustainable Advisors Alliance LLC with one year of industry experience. She holds a Series 65 designation. Outside of her advisory role, she has been involved with the Waldorf School of Saratoga Springs for the past ten years. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using environmental, social, and governance criteria, employing both passive and active strategies tailored to client preferences and tax objectives.

ESG / Sustainable investing Annuities
user avatar

Julie S

Series 63, Series 65

Tulsa, OK

Sustainable Advisors Alliance LLC

Julie Skye is a financial advisor with Sustainable Advisors Alliance LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Skye Advisors LLC, First Point, and Mariner Wealth Advisors. Sustainable Advisors Alliance serves individual clients, retirement plans, corporations, non-profits, and pension/profit-sharing plans, focusing on sustainable, responsible, and impact investing using ESG criteria. The firm uses a combination of passive and active strategies, direct indexing, and offers services such as financial planning, annuity management, and employee benefit plan advisory.

ESG / Sustainable investing Annuities
user avatar

Harold M

CFP®, Series 63

Saratoga Springs, NY

Sustainable Advisors Alliance LLC

Harold Moran is a CFP® with 39 years of experience in the financial advisory industry. He is currently with Sustainable Advisors Alliance LLC, where he has worked since 2021. Prior to that, he spent ten years at Portfolio Resources Advisor Group. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs a combination of passive and active strategies tailored to client goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Cassidy P

Series 65

Los Angeles, CA

Sustainable Advisors Alliance LLC

Cassidy Plair is a financial advisor at Sustainable Advisors Alliance LLC in Los Angeles, CA, holding a Series 65 credential. Plair joined the firm in 2025 and has prior experience at Bunkley Investment & Management Company. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs a combination of passive and active strategies tailored to clients’ goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Pamela B

CFP®, Series 63, Series 65

Fancy Gap, VA

Sustainable Advisors Alliance LLC

Pamela Brandt is a CFP® professional with 42 years of industry experience. She is currently with Sustainable Advisors Alliance LLC, where she has worked since 2021. Her prior experience includes 13 years at Portfolio Resources Advisor Group and Portfolio Resources Group, Inc., as well as 19 years at the College for Financial Planning. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, employing both passive and active strategies tailored to clients’ goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Krista S

CFP®, Series 66

Boulder, CO

Sustainable Advisors Alliance LLC

Krista Strohoffer is a CFP® and holds a Series 66 license with 25 years of experience in financial advising. She has worked at Sustainable Advisors Alliance LLC since 2021 and previously spent 13 years at Portfolio Resources Group, Inc. She is also associated with Principled Investing, LLC, where she has been involved since 2006. Sustainable Advisors Alliance provides investment management and financial planning services to individual clients, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies to align portfolios with clients’ goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Janet B

CFP®, Series 63, Series 65

Phoenix, AZ

Sustainable Advisors Alliance LLC

Janet Bryan is a CFP® professional with 26 years of industry experience, currently serving at Sustainable Advisors Alliance LLC since 2021. She previously worked for over two decades at First Affirmative Financial Network, LLC. Sustainable Advisors Alliance provides investment management and financial planning to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies tailored to client goals and preferences.

ESG / Sustainable investing Annuities
user avatar

Laura I

Series 66

Denver, CO

Sustainable Advisors Alliance LLC

Laura Isanuk is an investment advisor representative at Sustainable Advisors Alliance LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Sustainable Advisors Alliance since 2021. Additionally, she is licensed to sell insurance in Colorado. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and offers a range of strategies including direct indexing, active and passive management, and employee benefit plan advisory.

ESG / Sustainable investing Annuities
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