Top financial advisors in Yakima, WA
We’ve curated a list of the best financial advisors in Yakima, take a look at it below
Find an advisor in Yakima| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $595,895,627 | 13 advisors | ||
| 2 | $106,831,915 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Yakima, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Yakima. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Leonard Rickey Investment Advisors, P.l.l.c.
Leonard Rickey Investment Advisors, P.l.l.c. is a financial advisory firm based in Yakima, Washington. It currently has approximately $595,895,627 of assets under management and employs about 13 people. Leonard Rickey Investment Advisors, P.l.l.c. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$595,895,627
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-77834
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)
Pension Consulting Services
Selection Of Other Advisers
Surience Private Wealth LLC
Surience Private Wealth LLC is a financial advisory firm based in Yakima, Washington. It currently has approximately $106,831,915 of assets under management and employs about 3 people. Surience Private Wealth LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$106,831,915
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-120656
Services offered
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)
Your first meeting is free.