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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Yakima, WA

Every SEC-registered investment adviser representative at a firm office in Yakima, with the firms that employ the most of them.

The short answer

96 registered advisors work in Yakima; the most are at Edward Jones (17). 11 list the CFP designation and 74 are also registered broker representatives.

Firms with the most advisors in Yakima

FirmAdvisors in Yakima
Edward Jones news17
Morgan Stanley news12
Leonard Rickey Investment Advisors, P.L.L.c.8
LPL Financial LLC news7
Robert W. Baird & Co. Incorporated news7
Capital Advisors Wealth Management6
Osaic Wealth, Inc. news5
Ameriprise Financial Services, LLC news4
Cwm, LLC3
Eagle Strategies LLC3
Raymond James Financial Services Advisors, Inc. news3
State Farm Investment Management Corp.3
Alegria Asset Management2
Commonwealth Financial Network news2
J.P. Morgan Securities LLC news2
Key Investment Services LLC2
Surience Private Wealth LLC2
Tieton Capital Management2
Valic Financial Advisors, Inc.2
Allstate Financial Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Equitable Advisors, LLC news1
RBC Capital Markets, LLC news1
Threadline Wealth1
Wells Fargo Clearing Services, LLC news1

Advisors in Yakima, A to Z

CFP advisors in Yakima →

Other cities in Washington

All of Washington →

Seattle 1,964Bellevue 1,401Spokane 514Vancouver 494Camas 300Tacoma 288Kirkland 276Bellingham 198Mercer Island 157Gig Harbor 136Kennewick 123Redmond 111Edmonds 104Everett 104Lynnwood 103Olympia 101Renton 99Issaquah 93Federal Way 89Silverdale 80Bothell 73Spokane Valley 67Wenatchee 66Puyallup 64

Questions

How many financial advisors are in Yakima, WA?

96 investment adviser representatives are registered at firm offices in Yakima, Washington, according to the SEC's Investment Adviser Public Disclosure records. 74 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Yakima?

Edward Jones, with 17 registered advisors in Yakima, followed by Morgan Stanley with 12.

How do I check a financial advisor in Yakima?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.