Alexis Advisors

What Alexis Advisors does

Alexis Advisors, LLC is a fee-only, fiduciary registered investment adviser headquartered in Richmond, Virginia, serving women and families who want their wealth strategy aligned with their social and environmental values. Founded in 2013 by Roberta Keller, the firm offers two integrated core services: Values-Based Financial Planning, delivered through a six-step process using RightCapital software, and Socially Responsible Investing via the proprietary Alexis Impact Portfolios, which are managed internally rather than outsourced and apply fundamental, technical, and ESG screens. The firm is registered in Virginia and Pennsylvania, holds Certified B Corporation status (with an improving score trajectory to 109.9), and maintains memberships in NAPFA and the Financial Planning Association. The leadership team is small (1-10 employees), led by Founder/CEO Roberta Keller (Harvard Business School Certificate in Sustainable Investing) and Financial Advisor Samantha Vicchiarelli (CFP, ChFC, MBA Stockton).

The business model combines recurring AUM-based investment management fees (billed quarterly) with hourly financial planning fees, complemented by community-building events (Women, Money & Mindfulness), speaking engagements, and a branded content program (Impact Insights blog, newsletter). Revenue is generated almost entirely from individual clients across a long-tail book, with a pro-bono allocation of up to 100 hours annually and donations of 1-2% of gross revenues to aligned local non-profits. Distribution is sales-led and direct, with initial prospect engagement handled through Calendly-driven intro calls, supported by content marketing, social media, and earned media placements in Good Morning America, Investment News, Virginia Business, and other regional outlets. Strategic partnerships (Bluestone Life for insurance, ThompsonMcMullan for estate planning content) indicate modest ecosystem buildout, while technology integration is achieved through third-party tools (RightCapital, Advyzon, Axos) rather than proprietary platforms.

Name

Alexis Advisors

Legal name

Alexis Advisors, LLC

Website

https://alexisadvisors.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Alexis Advisors is a fee-only, fiduciary wealth management firm in Richmond, VA, offering values-based financial planning and proprietary socially responsible investing (Alexis Impact Portfolios) to women and families seeking alignment between their money and values.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Fee-Only Advisory (FSAEAAAL), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Fee-only financial planning
• Socially responsible investing
• Fiduciary wealth management
• Values-based financial advice
• Impact investing portfolios

Headquarters

HQ city

Richmond

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Management Fees: Quarterly billing based on a percentage of assets under management (AUM). Fee-only structure with no commissions or referral fees.
2. Financial Planning Fees: Billed on an hourly basis, with total hours depending on complexity of the plan. Financial planning services may be included in advisory fees depending on assets managed. Installment payment plans available.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Alexis Advisors is a fee-only, fiduciary Registered Investment Adviser that provides values-based, holistic financial planning for women and families. The firm offers a packaged socially responsible investment solution called Alexis Impact Portfolios, delivering customized, values-aligned investment management alongside ongoing financial planning and advising.

Product overview

Alexis Advisors is a fee-only, fiduciary wealth management firm offering a unified suite of services centered on two core offerings: Values-Based Financial Planning and Socially Responsible Investing via proprietary Alexis Impact Portfolios. The planning service follows a streamlined six-step process (kickoff, data collection, validation, plan delivery, review, and implementation) using RightCapital software. The investing service features internally managed impact portfolios with ESG screening. Supplementary offerings include the Women, Money & Mindfulness event series, speaking engagements on financial topics, and the Alexis Impact Makers community program.

Differentiator

Problem solved

Functional benefit

Brands

• Alexis Impact Portfolios: Proprietary investment portfolios that apply rigorous fundamental, technical, and social responsibility analysis to select securities, focusing on companies striving to do well and do good.

Products and services

• Values-Based Financial Planning Holistic, fee-only fiduciary financial planning service that aligns a client's full financial picture (goals, cash flow, retirement, estate, etc.) with their personal values. Designed for women and families who want a planner, not a salesperson.
• Alexis Impact Portfolios (Socially Responsible Investing)

Quantifiable outcome

• B Corp score improved from 99 (2016) to 109.9 (2022)
• +1 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Two partnerships are on record, tiered minor.

• Bluestone LifeminorStrategic or Co-development PartnerBluestone Life partnership provides clients with access to life and disability insurance products with holistic, purpose-driven approach. Company offers 'Premiums with Purpose' enabling clients to use life insurance for social and environmental progress. Also provides complementary Climate Risk Assessments for homes through First Street Foundation.
• ThompsonMcMullan, P.C.minorStrategic or Co-development PartnerCollaboration with estate planning attorney Lindsay Pickral from ThompsonMcMullan for client educational content on estate planning topics including step-up in basis and inheritance planning.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Trillium Asset Management: ESG-focused investment advisor managing socially responsible portfolios for individuals and institutions. Directly comparable to Alexis Advisors' proprietary Alexis Impact Portfolios and values-based investing proposition.
• Veris Wealth Partners: Fee-only impact wealth manager serving HNW individuals, families, and foundations with values-aligned portfolios. Closely comparable business model and impact-investing focus.
• Cornerstone Capital Group: Sustainable and ESG-focused investment advisory firm offering portfolio management aligned with client values. Comparable to Alexis Advisors' socially responsible investment approach.
• Natural Investments: Fee-only RIA specializing in socially responsible and sustainable investing with holistic financial planning. Matches Alexis Advisors' combined planning-plus-impact portfolio offering.
• Generate Impact: Impact-focused wealth manager offering values-aligned portfolios and financial planning for individuals and families. Closely aligned with Alexis Advisors' women-and-families impact mission.
• Kestrel Investment Advisors: Independent, employee-owned RIA specializing in ESG investing and shareholder advocacy. Comparable boutique scale and ESG-portfolio focus.

Emerging players

• Ellevest: Digital-first investment and financial planning platform specifically built for women. Same target demographic as Alexis Advisors but with a tech-led delivery model.
• Aspiration: Sustainable financial services platform offering impact investing and banking products. Adjacent mission (sustainability/values alignment) but broader product scope and digital-first distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/alexisadvisors
• LinkedInlinkedin.com/company/5135570/admin/feed/posts
• Instagraminstagram.com/alexisadvisors/?hl=en

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alexis Advisors