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
$316,176,584 5 advisors
Just 2 minutes to apply
Free first consultation
No unsolicited calls
Get matched with an advisor

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.

Methodology

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.

Methodology

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.

Top advisors in California
Alameda Alamo Aliso Viejo Anaheim Auburn Bakersfield Berkeley Beverly Hills Brea Burbank Burlingame Calabasas Camarillo Campbell Carlsbad Carmel Century City Chico Claremont Clayton Concord Corona Corona Del Mar Coronado Corte Madera Costa Mesa Culver City Cupertino Cypress Daly City Dana Point Danville Davis Del Mar Diamond Bar East Palo Alto El Dorado Hills El Segundo Encinitas Escondido Fairfield Folsom Foster City Fremont Fresno Fullerton Glendale Goleta Granite Bay Grass Valley Huntington Beach Indian Wells Irvine Lafayette Laguna Beach Laguna Hills Laguna Niguel Lake Forest La Mesa Larkspur Livermore Lodi Long Beach Los Altos Los Angeles Los Gatos Manhattan Beach Marina Del Rey Menlo Park Mill Valley Modesto Montecito Monterey Moorpark Morgan Hill Mountain View Murrieta Newport Beach North Hollywood Novato Oakland Ontario Orange Orinda Palm Desert Palo Alto Palos Verdes Estates Pasadena Petaluma Piedmont Placentia Playa Vista Pleasant Hill Pleasanton Point Richmond Portola Valley Rancho Santa Fe Redding Redlands Redondo Beach Redwood City Redwood Shores Ripon Riverside Rocklin Rolling Hills Rolling Hills Est. Roseville Sacramento Sam Ramon San Bernardino San Clemente San Diego San Francisco San Jose San Juan Capistrano San Luis Obispo San Marino San Mateo San Rafael San Ramon Santa Ana Santa Barbara Santa Clara Santa Monica Santa Rosa Saratoga Sausalito Seal Beach Sebastopol Sherman Oaks Simi Valley Solana Beach Sonoma South Coast Metro South Pasadena South San Francisco Stockton Studio City Temecula Thousand Oaks Tiburon Torrance Tustin Walnut Creek Watsonville West Hollywood Westlake Village Whittier Woodland Hills Yorba Linda
It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Match with an advisor
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.

Frequently asked questions