Firms by city
Registered investment advisers in Yakima, WA
4 SEC-registered advisers headquartered in Yakima, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Capital Advisors Wealth Management | Yakima, WA | $1.11B |
| Leonard Rickey Investment Advisors, P.L.L.C. | Yakima, WA | $958M |
| Tieton Capital Management | Yakima, WA | $314M |
| Surience Private Wealth | Yakima, WA | $124M |
- Headquarters
- Yakima, WA
- Regulatory AUM
- $1.11B
- Headquarters
- Yakima, WA
- Regulatory AUM
- $958M
- Headquarters
- Yakima, WA
- Regulatory AUM
- $314M
- Headquarters
- Yakima, WA
- Regulatory AUM
- $124M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Yakima on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Washington.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.