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
Top-Ranked Advisors in YAKIMA
#1
95
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
YAKIMA, WA · Since 2013
$958M AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
95
TIETON CAPITAL MANAGEMENT
YAKIMA, WA · Since 2006
$314M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
CAPITAL ADVISORS WEALTH MANAGEMENT
YAKIMA, WA · Since 2020
$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
95
SURIENCE PRIVATE WEALTH LLC
YAKIMA, WA · Since 2021
$124M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.