Top financial advisors in Yakima, WA
We've curated a list of the best financial advisors in Yakima, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $595,895,627 Number of advisors 13 advisors | |||
| 2 | Assets under management $106,831,915 Number of advisors 3 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 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.
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.
Leonard Rickey Investment Advisors, P.l.l.c.
Leonard Rickey Investment Advisors, P.L.L.C. is an SEC registered investment adviser that has been in business since July 27, 1992. The firm provides financial planning, consulting, and investment management services. The principal owners are Benjamin Rickey and Joy Stenehjem. As of December 31, 2024, the firm has $823,758,596 in assets under management, with $808,068,093 managed on a discretionary basis. LRIA tailors its advisory services to individual client needs, consulting with clients to determine risk tolerance, time horizon, and other factors impacting investment needs. For financial planning services, LRIA charges fixed or hourly fees ranging from $250 to $2,000 or $50 to $300, respectively. Investment management services are provided for an annual fee based on a percentage of assets
$595,895,627 under management
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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 registered investment adviser founded in 2021, offering personalized investment and wealth management services to various clients, including individuals, high net worth individuals, families, and institutional investors. The firm operates under a fiduciary standard of care, providing discretionary portfolio management services tailored to clients' needs and goals. Investment strategies are based on econo-physics mathematical models, qualitative and quantitative analysis, and aim to outperform markets. Clients' portfolios primarily consist of individual equity and debt securities, and ETFs, with periodic reviews to ensure alignment with strategies. The firm charges fees based on a tiered structure tied to assets under management, ranging from 1.75% for assets up to $999,999 to 0.95% for assets between $10,000,000 and $25,000,000. SPW offers services on a fee-only basis, with fees generally billed quarterly in advance. Clients may impose reasonable restrictions on account management. SPW does not charge performance-based fees or engage in side-by-side management. The firm does not have any disciplinary information to report and does not participate in soft-dollar relationships. Clients' assets are held by a qualified custodian, and SPW typically exercises investment discretion over client accounts, following stated investment objectives. Clients retain responsibility for voting proxies on securities held in their portfolios.
$106,831,915 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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)
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 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.
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