Sustainable Advisors Alliance LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated April 16, 2026, reports $235M in regulatory assets under management, 8 employees, 6 offices, and 1,080 accounts.
Assets Under Management
$235M
Employees
8
Offices
6 offices
Total Clients
559
Primary office
TULSA, OK
12 N CHEYENNE AVE, SUITE 406, TULSA, OK, United States
Top client segmentIndividuals represent 83.2% of total clients.
Top client categories% of clientsClients
1
Individuals
83.2%
465
2
HNWI
16.8%
94
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of April 16, 2026
Discretionary95.1%
$223M
95% of total RAUM95.1%
Non-discretionary4.9%
$11M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$235M
Total Accounts1,080
10Y AUM Change+$235M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee70:1
10Y Employee Change+7 (+700.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.