How many financial advisors are in Yakima, Washington?

Falists lists 5 registered investment advisers with a principal office or filing address in Yakima, Washington, based on public SEC IAPD data.

How do financial advisors in Yakima charge fees?

Fee structures vary by firm. In Yakima, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Yakima?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Washington · 5 advisers

Financial Advisors in Yakima, Washington

Looking for a financial advisor in Yakima, Washington? Falists indexes 5 SEC-registered and state-registered investment advisers in Yakima — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $1.11B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.11B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement3 Institutional4

Top advisors in Yakima

Ranked by AUM · Fees, team & specialties at a glance

View all 5 →

CAPITAL ADVISORS WEALTH MANAGEMENT

Yakima, WA

AUM

$1.11B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(509) 469-5030

Full profile Visit site →

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

Yakima, WA

AUM

$958.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

9 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

509-972-3686

Full profile Visit site →

TIETON CAPITAL MANAGEMENT

Yakima, WA

AUM

$314.0M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM

509-965-6488

Full profile Visit site →

SURIENCE PRIVATE WEALTH LLC

Yakima, WA

AUM

$124.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

(509) 853-1597

Full profile Visit site →

ALEGRIA ASSET MANAGEMENT

Yakima, WA

AUM

$39.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM; Hourly charges

509-248-7930

Full profile Visit site →

More cities in Washington

Seattle (173)Bellevue (85)Spokane (37)Vancouver (25)Kirkland (23)Bellingham (15)Tacoma (15)Gig Harbor (13)Mercer Island (12)Olympia (9)Edmonds (8)Everett (6)

Common questions

How many financial advisors are in Yakima, Washington?: 5 registered investment advisers are listed in our Yakima directory, sourced from public SEC filings.
What types of advisors are in Yakima?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Yakima?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.