#1Capital Advisors Wealth Management
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
Based in Yakima, WA
Retirement Plan Advisors in Yakima, WA
The top-ranked retirement plan advisors serving Yakima, WA are Capital Advisors Wealth Management, Leonard Rickey Investment Advisors, P.L.L.C. and Hfg Advisors, Inc.. We list 10 retirement plan advisors serving Yakima, WA. 10 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 Yakima, WA (Yakima County). 10 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Yakima
#2Leonard Rickey Investment Advisors, P.L.L.C.
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.Based in Yakima, WA#3Hfg Advisors, Inc.
HFG ADVISORS, INC.Serves this area from Kennewick, WA (68 mi)#4Petersen Hastings Wealth Advisors, Inc.
PETERSEN HASTINGS WEALTH ADVISORS, INC.Serves this area from Kennewick, WA (71 mi)#5Financial Freedom For Dentists LLC
FINANCIAL FREEDOM FOR DENTISTS LLCServes this area from Snoqualmie, WA (90 mi)#6Investors Portfolio Services LLC
INVESTORS PORTFOLIO SERVICES LLCServes this area from Puyallup, WA (92 mi)#7Highland Capital Advisors, LLC
HIGHLAND CAPITAL ADVISORS, LLCServes this area from Issaquah, WA (96 mi)#8180 Wealth Advisors, LLC
180 WEALTH ADVISORS, LLCServes this area from Federal Way, WA (96 mi)#9American Northwest Advisory Services L.L.C.
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.Serves this area from Federal Way, WA (97 mi)#10Columbia River Advisors
COLUMBIA RIVER ADVISORS, LLCServes this area from Tacoma, WA (100 mi)
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Frequently asked questions
How many retirement plan advisors serve Yakima?
We list 10 retirement plan advisors serving Yakima, WA: 2 based there and 8 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Yakima?
The top-ranked retirement plan advisors serving Yakima, WA are Capital Advisors Wealth Management, Leonard Rickey Investment Advisors, P.L.L.C., Hfg Advisors, Inc., Petersen Hastings Wealth Advisors, Inc. and Financial Freedom For Dentists LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Yakima are verified against official records?
10 of the top 10 match an active official record: Capital Advisors Wealth Management (U.S. Securities and Exchange Commission), Leonard Rickey Investment Advisors, P.L.L.C. (U.S. Securities and Exchange Commission), Hfg Advisors, Inc. (U.S. Securities and Exchange Commission), Petersen Hastings Wealth Advisors, Inc. (U.S. Securities and Exchange Commission) and Financial Freedom For Dentists LLC (U.S. Securities and Exchange Commission), and 5 more on this page. 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 .