Harrington Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$292,489,375
Clients
102
Advisors
3
of 5 employees
About
Harrington Investments provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations and other business entities, and also offers financial planning and investment consulting on an hourly basis. The firm’s practice focuses on individual and high‑net‑worth clients and manages accounts in accordance with each client’s stated investment objectives and social investment criteria.
The firm follows a socially responsible investing (SRI) approach that combines exclusionary negative screens (for example excluding tobacco, weapons, gambling and certain nuclear interests), inclusionary ESG analysis, and fundamental financial research to build portfolios from a proprietary list of roughly 60–70 companies. Portfolios are constructed to target Growth, Balanced or Income objectives and may include individual stocks, investment‑grade bonds, screened mutual funds and, for suitable clients, private alternative investments or private equity/debt that meet HII’s SRI and financial criteria.
Compared with many peers, HII maintains formal referral and business relationships with other advisers — notably The Social Equity Group and Sustainvest Asset Management — for which it receives compensation when clients are referred and whose involvement is disclosed to the referred clients. The firm also discloses the use of private and less liquid alternative investments for accredited clients and maintains a detailed, SRI‑oriented proxy voting policy that guides voting on environmental, social and governance matters.
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) $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) $5,000,000+: 0.25% annually (Income accounts)
$250 per hour for financial planning and investment consulting services
Account minimum: $1,000,000 (generally required for new clients to open an account, but may be waived at firm's discretion) Fee-only: $250 per hour for financial planning and investment consulting 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.
Quick links
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. She is currently with Harrington Investments, Inc. and has been involved with Rs Funds Distributor LLC and Rs Investments since 2014 and 2004, respectively. Outside of her advisory work, she is a member and owner of Yellow Jacket Eatery LLC, a restaurant business in Trinity Center, CA. Harrington Investments provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a socially responsible investing approach that integrates exclusionary screens, ESG analysis, and fundamental research to construct portfolios aligned with clients’ investment objectives and social criteria.
Jeffrey F
Series 63, Series 65
Napa, CA
Harrington Investments, Inc.
Jeffrey Field is a financial advisor at Harrington Investments, Inc. in Napa, California, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Harrington Investments since 2015. Harrington Investments provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, incorporating socially responsible investing criteria. The firm employs a combination of exclusionary screens, ESG analysis, and fundamental research to construct portfolios tailored to 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 37 years of industry experience. He holds a Series 63 designation and has previously worked with Spectrum Securities, Inc., Progressive Asset Management, and Citizens Securities. Harrington Investments provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a socially responsible investing approach, combining exclusionary screens, ESG analysis, and fundamental research to construct portfolios aligned with clients’ investment objectives and social criteria.
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