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Top 3 financial advisor firms in Yakima

3 SEC-registered financial advisor firms are headquartered in Yakima, WA, with $2.19B in combined regulatory assets under management. The largest by assets are Capital Advisors Wealth Management ($1.11B), Leonard Rickey Investment Advisors, P.L.L.C. ($958M) and Surience Private Wealth ($124M).

3
Financial advisor firms
$2.19B
Their combined AUM
$958M
Median firm AUM
2,301
Clients of the top 3

The 3 largest by assets

  1. 1
    Capital Advisors Wealth Management

    RIA

    $1.11B

  2. 2
    Leonard Rickey Investment Advisors, P.L.L.C.

    RIA

    $958M

  3. 3
    Surience Private Wealth

    RIA

    $124M

Profiles of the top 3

No. 1 · RIA

Capital Advisors Wealth Management

Capital Advisors Wealth Management is an investment adviser based in Yakima, WA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.11 billion, as filed on 24 April 2026.

Capital Advisors Wealth Management charges up to 1.25% a year for its Comprehensive Portfolio Management.

Regulatory AUM
$1.11B
Clients
1,051
Advisory staff
6
Founded
2020
Fee schedule
Up to 1.25% a year
Custodians
Charles Schwab, John Hancock Distributors
Headquarters
1104 North 35th Avenue, Yakima, WA 98902
Phone
509-469-5030
Website
capitaladvisorswm.com

No. 2 · RIA

Leonard Rickey Investment Advisors, P.L.L.C.

Leonard Rickey Investment Advisors, P.L.L.C. is an investment adviser based in Yakima, WA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $958 million, as filed on 24 September 2026.

Leonard Rickey Investment Advisors, P.L.L.C. charges 0.30%–1.00% a year for its Investment Management Fee.

Regulatory AUM
$958M
Clients
1,102
Advisory staff
9
Founded
1992
Fee schedule
0.30% to 1.00% a year
Custodians
Charles Schwab
Headquarters
3908 Creekside Loop, Suite 100, Yakima, WA 98902
Phone
509-972-3686
Website
bestpathforward.com

No. 3 · RIA

Surience Private Wealth

Surience Private Wealth is an investment adviser based in Yakima, WA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $124 million, as filed on 4 May 2026.

Surience Private Wealth charges 0.65%–1.75% a year for its Investment and Wealth Management Services.

Regulatory AUM
$124M
Clients
148
Advisory staff
2
Fee schedule
0.65% to 1.75% a year
Custodians
Wells Fargo Clearing Services
Headquarters
402 E Yakima Ave, Suite 120, Yakima, WA 98901
Phone
509-853-1597
Website
surience.com

Questions about financial advisors in Yakima

How many financial advisor firms are headquartered in Yakima?

3 SEC-registered financial advisor firms report their principal office in Yakima, WA, managing $2.19B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Yakima?

Capital Advisors Wealth Management, with $1.11B in regulatory assets under management on its latest Form ADV. The next largest are Leonard Rickey Investment Advisors, P.L.L.C. ($958M) and Surience Private Wealth ($124M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Yakima?

The median firm manages $958M in regulatory assets. That is the midpoint of the 3 firms headquartered in Yakima.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Yakima charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Yakima?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Yakima has 3 financial advisor firms; see every adviser in the city →

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