Common Interests, LLC
Common Interests, LLC is an independent Metuchen, NJ-based family wealth management practice providing financial planning and ESG/SRI-focused investment advisory services to individuals and families across 16 U.S. states, operating under Vanderbilt Financial Group's broker-dealer framework.
- Company typePrivate
- Founded-
- HeadquartersMetuchen, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Common Interests, LLC does
Common Interests, LLC is an independent family wealth management practice headquartered in Metuchen, New Jersey, that provides financial planning and investment advisory services with a focus on socially responsible investing. The firm serves high-net-worth individuals, families, and ESG-focused investors across 16 U.S. states (AZ, CA, CO, CT, DE, FL, ME, MD, MA, MI, NH, NJ, NC, PA, VA, WA), overlaying Environmental, Social, and Governance (ESG) screening on traditional portfolio construction. Core service offerings are Family Wealth Management, ESG/SRI Investing, and three sub-product frameworks covering Environmental Screening, Social Screening, and Governance Screening; the firm explicitly states it does not provide tax or legal advice.
The business operates under Vanderbilt Financial Group's broker-dealer and advisory infrastructure. Securities are offered through Vanderbilt Securities, LLC (member FINRA, SIPC, registered with MSRB), advisory services through Vanderbilt Advisory Services, and insurance through Vanderbilt Insurance; custody and clearing are handled by Fidelity Clearing & Custody Solutions. Revenue is generated on a recurring advisory fee basis through these affiliated entities; the firm itself does not publish pricing or fee schedules. GTM is consultative and relationship-driven, supported by LinkedIn and Facebook presence, an educational blog, RSS distribution, and a Greminders online appointment scheduling tool.
The firm is privately held, structured as a U.S. LLC, with 6 employees and no disclosed funding, M&A, or acquisition activity. It holds B Corporation certification, is a signatory to the UN Principles for Responsible Investment (UN PRI), and is a member of US SIF (USSIF). No proprietary technology platforms or AI/ML capabilities are disclosed; the underlying screening methodology is described as a values-based research process rather than a model-driven one. The firm's strategic posture is best characterized as a stable, niche advisory practice doubling down on ESG credibility, multi-state reach, and referral partnerships rather than scaling via inorganic or technology-led moves.
Common Interests, LLC firmographics
Firmographics- Name
- Common Interests, LLC
- Legal name
- Common Interests, LLC
- Website
- https://commoninterestsfinancial.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Common Interests, LLC is an independent Metuchen, NJ-based family wealth management practice providing financial planning and ESG/SRI-focused investment advisory services to individuals and families across 16 U.S. states, operating under Vanderbilt Financial Group's broker-dealer framework.
- Ownership category
- akta.pro rank
Common Interests, LLC industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)
- akta.pro secondary industry
- ESG/Sustainable Investment Advisory (FSAEAAAJ)
Keywords
Where Common Interests, LLC is headquartered
LocationHeadquarters
- HQ city
- Metuchen
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Common Interests, LLC business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Financial Advisory Services: Common Interests generates revenue through financial advisory and wealth management fees, operating as an independent practice under Vanderbilt Financial Group's affiliated broker-dealer and advisory services structure. The firm offers confidential financial guidance and portfolio management services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Common Interests, LLC product offering
Product offeringCore offering
Common Interests, LLC is an independent financial advisory practice that provides wealth management and financial planning services to individuals and families, with a specialization in Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI) screening. The firm applies environmental, social, and governance overlays to portfolio construction and operates under Vanderbilt Financial Group's broker-dealer framework. It serves clients seeking values-aligned investment advice grounded in sustainable and responsible investing principles.
Product overview
Common Interests, LLC is an independent family wealth management practice offering financial planning and advisory services. The core offering is ESG/SRI (Environmental, Social, and Governance / Sustainable, Responsible, Impact) investing, where the company builds portfolios that overlay values-based screening on traditional investment strategies. The ESG framework is divided into three sub-products: Environmental Screening, Social Screening, and Governance Screening, each addressing specific sustainability and ethical impact criteria for investment selection.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Wealth Management Ongoing wealth management and financial planning for individual and family clients, with a focus on multi-generational wealth continuity. Clients receive portfolio construction, financial planning, and advisory support tailored to family-level goals.
- ESG / SRI Investment Advisory Investment advisory service that applies Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI) screening overlays to portfolio construction for individuals and families seeking values-aligned investment outcomes.
Companies that use Common Interests, LLC
Customer profileSegments2 records
Ideal customer profiles1 record
Common Interests, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Common Interests, LLC partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Vanderbilt Financial GroupcoreCommon Interests operates as an independent practice under Vanderbilt Financial Group's affiliated network. Vanderbilt Financial Group serves as the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities are offered through Vanderbilt Securities, LLC (member FINRA, SIPC), advisory services through Vanderbilt Advisory Services, and insurance services through Vanderbilt Insurance and other agencies.
- Fidelity Clearing & Custody SolutionscoreFidelity Clearing & Custody Solutions serves as the clearing agent for Vanderbilt Securities, LLC and its affiliated advisory services. This partnership provides custody, clearing, and execution infrastructure for client accounts.
- ArcadiaminorReferral partnership with Arcadia, a solar energy company. Common Interests appears as a preferred financial advisor partner for Arcadia customers seeking financial guidance around solar investments.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Common Interests, LLC competitors and assessment
Company assessmentDirect peers
- Trillium Asset Management: Independent, employee-owned investment advisor specializing exclusively in ESG and impact investing for institutions and HNW individuals. Closely comparable to Common Interests in values-based, ESG-screened portfolio construction for values-aligned clients.
- GreenAlpha Advisors: Independent, sustainability-focused investment advisor building custom ESG portfolios for HNW clients and institutions. Closely comparable to Common Interests in boutique ESG RIA model and portfolio-level screening approach.
- Boston Common Asset Management: Independent, women-led investment manager focused on ESG investing and shareholder advocacy for endowments, foundations, and HNW clients. Direct comparable in ESG-led RIA model and values-based mandate.
- Boston Trust Walden (Walden Asset Management): Independent, employee-owned investment firm with a dedicated ESG equity strategy serving institutions and HNW families. Comparable to Common Interests in values-aligned RIA model, ESG screening methodology, and client segmentation.
- Natural Investments: Independent, employee-owned RIA offering values-based, ESG-screened portfolio management to individuals and institutions. Closely comparable to Common Interests in boutique independent RIA model, SRI screening, and family-wealth client focus.
- Domini Impact Investments: Specialist in socially responsible investing, offering mutual funds and managed portfolios with explicit ESG criteria. Comparable in ESG-led mandate and impact-oriented client base, though Domini operates at greater scale via pooled fund vehicles.
Broad incumbents
- Impax Asset Management: Specialist asset manager focused on the transition to a more sustainable economy, offering listed and private strategies. Comparable in dedicated ESG/impact focus but operates as a global institutional manager rather than an independent boutique.
- Calvert Research and Management: One of the longest-established ESG investment managers (founded 1976), now part of Morgan Stanley. Comparable in ESG/impact investing focus, though operates at much larger scale and through pooled funds rather than as a small boutique RIA.
Emerging players
- Aspiration: Digital wealth and sustainable investing platform targeting values-driven retail and mass-affluent investors. Comparable in ESG/values-aligned value proposition, but differs in technology-led, mass-market delivery model.
- Ethic: Technology-driven ESG wealth management platform serving financial advisors and their HNW clients. Comparable in values-aligned investing mandate, but built on a modern tech platform that contrasts with Common Interests' no-proprietary-technology profile.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Common Interests, LLC social profiles
Digital presenceCommon Interests, LLC compliance and trust
Trust signalCompliance3 records
Common Interests, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Common Interests, LLC leadership team
Management profileNumber of profiles
Common Interests, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Common Interests, LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Common Interests, LLC
What does Common Interests, LLC do?
Common Interests, LLC is an independent financial advisory practice that provides wealth management and financial planning services to individuals and families, with a specialization in Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI) screening. The firm applies environmental, social, and governance overlays to portfolio construction and operates under Vanderbilt Financial Group's broker-dealer framework. It serves clients seeking values-aligned investment advice grounded in sustainable and responsible investing principles.
Is Common Interests, LLC a public or private company?
Common Interests, LLC is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Common Interests, LLC founded?
Common Interests, LLC was founded in -1. It employs 1 to 10 people.
Where is Common Interests, LLC based?
Common Interests, LLC is headquartered in Metuchen, United States, in the North America region.
How does Common Interests, LLC make money?
One revenue line is on record: financial Advisory Services.
Who are Common Interests, LLC's main competitors?
Direct peers on record are Trillium Asset Management, GreenAlpha Advisors, Boston Common Asset Management, Boston Trust Walden (Walden Asset Management), Natural Investments and Domini Impact Investments. Broad incumbents are Impax Asset Management and Calvert Research and Management. Emerging players are Aspiration and Ethic.
Does Common Interests, LLC have an API?
No public API is recorded for Common Interests, LLC.
What industry is Common Interests, LLC in?
Common Interests, LLC's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAK, Values-Based/ESG & Impact-Focused RIAs, with a secondary code of FSAEAAAJ, ESG/Sustainable Investment Advisory. Its NAICS code is 523940 and its SIC code is 6282.