Leonard Rickey Investment Advisors, P.L.L.C. is an SEC registered investment adviser with a primary office location in Yakima, WA. Its latest Form ADV filing, dated March 12, 2026, reports $958M in regulatory assets under management, 19 employees, 2 offices, and 3,277 accounts.
Assets Under Management
$958M
Employees
19
Offices
2 offices
Total Clients
1,102
Primary office
YAKIMA, WA
3908 CREEKSIDE LOOP, SUITE 100, YAKIMA, WA, United States
Top client segmentIndividuals represent 73.5% of total clients.
Top client categories% of clientsClients
1
Individuals
73.5%
810
2
HNWI
24.3%
268
3
Irrevocable Trusts/Estates
1.2%
13
4
Charitable
0.5%
6
5
Corporations
0.5%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$958Mas of March 12, 2026
Discretionary98.1%
$940M
98% of total RAUM98.1%
Non-discretionary1.9%
$18M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$958M
Total Accounts3,277
10Y AUM Change+$582M (+154.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee58:1
10Y Employee Change+7 (+58.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.