ValuesAdvisor makes it simple to find a vetted financial advisor that delivers both financial and environmental or social returns. When your wealth and your values move together, your impact goes far beyond your portfolio.
The collaboration
As You Know shows you where your money actually sits, across twelve social and environmental screens. ValuesAdvisor helps you find someone who can move it. Most people need both, and until now have had to go looking for them separately.
Independent corporate sustainability and social justice research, turned into fund-level grades. It is what sits underneath the scorecards people use to look up their own 401(k) or portfolio. The Invest Your Values data comes from our data provider, As You Sow.
A nonprofit directory of advisors who build portfolios around social and environmental criteria. Advisors can't buy their way in — each is nominated by an investor who has worked with them, then vetted. We have opened the Invest Your Values database to advisors on the platform, so the advisor you find there can work from the same data you do.
Filter, compare, go deep
You deserve a journey that feels clear and empowering. With ValuesAdvisor, exploring advisors is seamless. The platform puts you in control: search, compare and connect with values-aligned experts who match your goals and your vision.
Search by the issues you care about, account minimum, geography, asset class, the services an advisor offers and how the firm is led.
Build a shortlist and compare credentials, fee structure, minimums and approach, rather than reading one profile at a time.
Reach out to whoever interests you, on your own timing. You stay in control of the conversation from the first message onward.
Our advisors
Every advisor on the platform is carefully chosen: recommended by respected investors, thoroughly vetted, and proven in both performance and purpose. When you use ValuesAdvisor, you're not just browsing a directory — you're accessing a community built on trust and shared purpose.
Coverage
Invest Your Values looks through fund and plan holdings to identify exposure to companies involved in fossil fuels, weapons, deforestation, gender inequality, and more — assigning grades of A–F or Good/Fair/Poor ratings.
The underlying data is free for personal, educational, and non-commercial use. Commercial use requires licensing through As You Know.
Before the first conversation
Running your own funds through Invest Your Values first turns a vague brief into a specific one — which holdings you want out, which are already doing what you want, and what it would take to move.
No in-house investment team, and a mission screen the current manager was never hired to apply. An advisor who already builds this way is faster than teaching one who doesn't.
You want a portfolio built against social and environmental criteria, with someone accountable for it — not a dataset and a spreadsheet.
A comparison set is the cheapest due diligence there is. The directory gives you one without hiring a search consultant.
Advisors on the platform get open access to the dataset for three months, for use with their own clients. Your three months start at your first sign-in, not at the moment you apply.
5,402 share classes graded on twelve screens, filterable on any combination of them.
Where $10,000 in a fund actually goes, and how it sits against its category peers.
The flagged holdings behind a result, so you can explain it rather than quote it.
Whether a fund's grade moved because the manager changed something or because the screen did.
Questions
Because the question we hear most often, from people who have just seen what their funds hold, is what to do about it. We can tell you what you own; we can't advise you on it. ValuesAdvisor can point you to people who can, so we have opened the Invest Your Values database to advisors on their platform.
No. As You Know is not an investment adviser and has no arrangement with any advisor on the platform. The directory gives you the comparison; the choice, and the due diligence, are yours.
How advisors are vetted, what it costs, what happens to your details, how ValuesAdvisor differs from other directories — all answered on their own page.
Access reliable, in-depth data to gain clearer insights and make better decisions.
