Harrington Investments, Inc. logo

Harrington Investments, Inc.

Updated today

Client assets under management

$292,489,375

Clients

102

78% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

34

Low

Average account size

$2,867,543

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

Financial planning Portfolio management

Expertise

ESG / Sustainable investing Private / alternative investments

Fee options

Percentage

$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)

Project-based

$250 per hour for financial planning and investment consulting services

Other

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 location

Harrington Investments, Inc.

1001 Second Street, Suite 325

Napa CA 94559-3030, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

ESG / Sustainable investing Private / alternative investments
user avatar

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.

ESG / Sustainable investing Private / alternative investments
user avatar

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.

ESG / Sustainable investing Private / alternative investments
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")