Harrington Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$291,319,875
Clients
100
Advisors
3
of 5 employees
About
Harrington Investments provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations and other entities, and also offers financial planning and investment consulting on an hourly basis. The firm serves both individual and high‑net‑worth clients, typically expects a $1 million portfolio minimum (waivable at the firm’s discretion) and has clients custody assets with a designated custodian.
The firm centers its work on a socially responsible investing (SRI) strategy that combines exclusionary screens (e.g., tobacco, weapons, gambling, certain nuclear exposures) with inclusionary ESG evaluation and traditional fundamental analysis, maintaining a proprietary securities list of roughly 60–70 companies. Portfolios are built to Growth, Balanced, or Income objectives, typically hold 35–55 securities, and may include socially screened mutual funds, ETFs, investment‑grade fixed income and, when compatible with its SRI criteria, private alternative investments such as private pooled funds or private equity/debt.
Harrington distinguishes itself from many peers through formal referral and affiliation arrangements with other advisory firms (disclosed in the brochure) under which it refers smaller clients to those advisers and receives ongoing referral compensation, a relationship the firm documents for referred clients to address the potential conflict. The firm also stands out for expressly integrating illiquid private funds and private equity/debt into its SRI framework and for publishing proxy‑voting guidelines that align proxy decisions with its social and governance screens.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually (Growth and Balanced accounts) $2,000,000 - $5,000,000: 0.75% annually (Growth and Balanced accounts) $5,000,000 - $10,000,000: 0.50% annually (Growth and Balanced accounts) More than $10,000,000+: Negotiated (Growth and Balanced accounts) $0 - $2,000,000: 0.75% annually (Income accounts) $2,000,000 - $5,000,000: 0.50% annually (Income accounts) More than $5,000,000+: 0.25% annually (Income accounts)
$250 per hour for financial planning and investment consulting services
Account minimum: $1,000,000 Fee-only: $250 per hour for consulting and financial planning services
Main office
1001 Second Street, Suite 325
Napa CA 94559
Advisors at this office
3
Most active in
California
Also doing business as
Harrington Investments, Inc. · Harrington Investments, Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Rebecca W
CFA®, Series 63
Napa, CA
Harrington Investments, Inc.
Rebecca White is a CFA® charterholder with 19 years of industry experience, currently advising at Harrington Investments, Inc. She has been associated with Rs Funds Distributor LLC since 2014 and Rs Investments since 2004. Outside of her advisory role, she owns a restaurant business, Yellow Jacket Eatery LLC, in Trinity Center, CA. Harrington Investments provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations, focusing on socially responsible investing. The firm uses a combination of exclusionary screens, ESG evaluation, and fundamental analysis to build portfolios aligned with Growth, Balanced, or Income objectives.
Jeffrey F
Series 63, Series 65
Napa, CA
Harrington Investments, Inc.
Jeffrey Field is a financial advisor with Harrington Investments, Inc. in Napa, CA, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Harrington Investments since 2015. Harrington Investments provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm serves both individual and high-net-worth clients, typically with a $1 million portfolio minimum, and follows a socially responsible investing strategy that incorporates exclusionary screens, ESG evaluation, and fundamental analysis to build diversified portfolios aligned with Growth, Balanced, or Income objectives.
John H
Series 63
Napa, CA
Harrington Investments, Inc.
John Harrington is a financial advisor at Harrington Investments, Inc. with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Spectrum Securities, Progressive Asset Management, and Citizens Securities. Harrington Investments provides discretionary portfolio management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm focuses on socially responsible investing, combining exclusionary screens with ESG evaluation and fundamental analysis, and serves both individual and high-net-worth clients.
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