Leonard Rickey Investment Advisors, P.L.L.C.
Yakima, WA·SEC-registered · CRD #116891
Leonard Rickey Investment Advisors, P.L.L.C. is an SEC-registered investment advisory firm in Yakima, WA managing $958M across 3.3k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$958M
Client accounts
3.3k
Advisory staff
9
Fee model
Fee-based
How Leonard Rickey Investment Advisors, P.L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Leonard Rickey Investment Advisors, P.L.L.C.
How much does Leonard Rickey Investment Advisors, P.L.L.C. manage?
Per its most recent SEC Form ADV filing (03/12/2026), Leonard Rickey Investment Advisors, P.L.L.C. reports $958M in regulatory assets under management across roughly 3.3k client accounts.
How does Leonard Rickey Investment Advisors, P.L.L.C. charge?
Leonard Rickey Investment Advisors, P.L.L.C. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Leonard Rickey Investment Advisors, P.L.L.C. a fiduciary?
Yes. Leonard Rickey Investment Advisors, P.L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #116891), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Leonard Rickey Investment Advisors, P.L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Leonard Rickey Investment Advisors, P.L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Yakima, WA
Profile compiled from Leonard Rickey Investment Advisors, P.L.L.C.'s public SEC Form ADV filing (CRD #116891, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Leonard Rickey Investment Advisors, P.L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Leonard Rickey Investment Advisors, P.L.L.C.? Claim this profile.