Best Financial Advisors in YAKIMA, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$958M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in YAKIMA
#1
79
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
YAKIMA, WA · Since 2013
$958M AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
78
TIETON CAPITAL MANAGEMENT
YAKIMA, WA · Since 2006
$314M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
78
CAPITAL ADVISORS WEALTH MANAGEMENT
YAKIMA, WA · Since 2020
$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
76
SURIENCE PRIVATE WEALTH LLC
YAKIMA, WA · Since 2021
$124M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in YAKIMA?
The median advisory fee in YAKIMA, WA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.