AdvisorCensus / Financial advisors / Washington / Yakima, WA / Charles Schwab
Financial advisors in Yakima, WA using Charles Schwab
4 SEC-registered investment advisory firms headquartered in the Yakima, WA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Capital Advisors Wealth Management | Yakima | SEC-registered investment adviser | $1 billion to $5 billion |
| Leonard Rickey Investment Advisors, P.L.L.C. | Yakima | SEC-registered investment adviser | $500 million to $1 billion |
| Tieton Capital Management | Yakima | SEC-registered investment adviser | $100 million to $500 million |
| White & Company Financial Planning, Inc. | Sunnyside | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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