#1Leonard Rickey Investment Advisors, P.L.L.C.
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
Serves this area from Yakima, WA (50 mi)
Retirement Plan Advisors in Klickitat County, WA
The top-ranked retirement plan advisors serving Klickitat County, WA are Leonard Rickey Investment Advisors, P.L.L.C., Capital Advisors Wealth Management and Hfg Advisors, Inc.. We list 4 retirement plan advisors serving Klickitat County, WA. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Klickitat County, WA. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Klickitat County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Leonard Rickey Investment Advisors, P.L.L.C. | SEC-registered investment adviser (CRD)#116891 | Yakima, WA (50 mi) | (509) 972-3686 |
| 2 | Capital Advisors Wealth Management | SEC-registered investment adviser (CRD)#309387 | Yakima, WA (52 mi) | (509) 469-5030 |
| 3 | Hfg Advisors, Inc. | SEC-registered investment adviser (CRD)#316446 | Kennewick, WA (78 mi) | (509) 735-7507 |
| 4 | Petersen Hastings Wealth Advisors, Inc. | SEC-registered investment adviser (CRD)#110952 | Kennewick, WA (81 mi) | (509) 735-0484 |
#2Capital Advisors Wealth Management
CAPITAL ADVISORS WEALTH MANAGEMENT, LLCServes this area from Yakima, WA (52 mi)#3Hfg Advisors, Inc.
HFG ADVISORS, INC.Serves this area from Kennewick, WA (78 mi)#4Petersen Hastings Wealth Advisors, Inc.
PETERSEN HASTINGS WEALTH ADVISORS, INC.Serves this area from Kennewick, WA (81 mi)
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Frequently asked questions
How many retirement plan advisors serve Klickitat County?
We list 4 retirement plan advisors serving Klickitat County, WA: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Klickitat County?
The top-ranked retirement plan advisors serving Klickitat County, WA are Leonard Rickey Investment Advisors, P.L.L.C., Capital Advisors Wealth Management, Hfg Advisors, Inc. and Petersen Hastings Wealth Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Klickitat County are verified against official records?
4 of the top 4 match an active official record: Leonard Rickey Investment Advisors, P.L.L.C. (U.S. Securities and Exchange Commission), Capital Advisors Wealth Management (U.S. Securities and Exchange Commission), Hfg Advisors, Inc. (U.S. Securities and Exchange Commission) and Petersen Hastings Wealth Advisors, Inc. (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Goldendale, White Salmon, Dallesport, Bingen, Trout Lake, Lyle, Wishram, Klickitat, Glenwood, Roosevelt, Centerville, Bickleton, Maryhill