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Financial Advisors in Yakima, Washington

Our hand-picked list of 6 financial advisors serving Yakima, Washington. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Yakima

Financial professionals in Yakima should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Washington securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Washington, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Yakima

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

3908 CREEKSIDE LOOP, YAKIMA, WA 98902

📞 (509) 972-••••

TIETON CAPITAL MANAGEMENT

4700 TIETON DRIVE, SUITE C, YAKIMA, WA 98908

📞 (509) 965-••••

WSB Financial Center of Yakima

514, North 1st Street, Yakima, WA, 98901

📞 +1-509-907-••••

CAPITAL ADVISORS WEALTH MANAGEMENT

1104 NORTH 35TH AVENUE

📞 (509) 469-••••

SURIENCE PRIVATE WEALTH LLC

402 E YAKIMA AVE

📞 (509) 853-••••

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

1104 NORTH 35TH AVENUE

Frequently Asked Questions

Where can I find financial advisors in Yakima, Washington?

Yakima, Washington has 6 financial advisors listed in our directory. LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Washington?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Washington, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Yakima?

Financial professionals in Yakima should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Washington securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Yakima?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Yakima-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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