Top financial advisors in Napa, CA
We've curated a list of the best financial advisors in Napa, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $316,176,584 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Napa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Napa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Harrington Investments, Inc.
Harrington Investments, Inc. is a registered investment adviser based in Napa, California, specializing in socially responsible investing (SRI) since its establishment on November 24, 1982. The firm offers discretionary portfolio management services to various clients, including individuals, trusts, estates, charitable organizations, and corporations. Harrington Investments follows a strategy that seeks both financial return and positive social impact, with a focus on Growth, Balanced, and Income investment objectives. The firm conducts internal and external research to analyze securities, including equities and fixed income securities, and may invest in private alternative investments compatible with its SRI strategy. Clients are charged asset-based fees ranging from 0.25% to 1% based on the market value of their accounts. Harrington Investments acts as a fiduciary, putting clients' interests first and providing investment advice in clients' best interests. The firm requires a minimum investment portfolio of $1 million for discretionary accounts, with the option to waive this minimum. Harrington Investments also offers financial planning and investment consulting services on an hourly basis. The firm votes proxies in fully discretionary accounts based on social and economic criteria and the best economic interest of the client. Harrington Investments reviews client accounts semi-annually, with portfolio managers monitoring accounts weekly. The firm's supervised persons, including John Harrington, Jeff Field, and Rebecca White, adhere to a Code of Ethics and are subject to compliance monitoring. Clients' assets are held by custodian Charles Schwab, and the firm maintains investment discretion with a Limited Power of Attorney. Harrington Investments' proxy voting guidelines cover various issues, including director independence, executive compensation, social and environmental proposals, and mergers.
$316,176,584 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Napa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Napa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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