5 financial advisors & firms and 0 insurance agents verified near Yakima, WA — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Yakima, WA 98902 · Registered investment adviser · $958M AUM
CRD 116891 · verify at the regulator
RIA firm · Yakima, WA 98902 · Registered investment adviser · $39M AUM
CRD 117125 · verify at the regulator
RIA firm · Yakima, WA 98902 · Registered investment adviser · $1.1B AUM
CRD 309387 · verify at the regulator
RIA firm · Yakima, WA 98901 · Registered investment adviser · $124M AUM
CRD 313055 · verify at the regulator
RIA firm · Yakima, WA 98908 · Registered investment adviser · $314M AUM
CRD 135769 · verify at the regulator
Verified advisors and insurance agents in the places closest to Yakima, WA.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.