Trellis Advisors, LLC is a small investment advisory firm with its main offices located in Ellensburg, WA. Committed to providing expert financial guidance, the company employs a team of 15 professionals, 4 of whom specialize in investment advisory services. With an average of $107,420,000 in assets under management per investment advisor, Trellis Advisors' performance aligns with the industry average. The firm offers a diversified compensation structure, incorporating various methods such as a percentage of assets under management and fixed fees. While less than 30% of their assets under management are attributed to 401K and individual accounts, Trellis Advisors possesses the expertise to manage employer funds. All the assets they handle are under discretionary management. Primarily catering to high net worth individuals, Trellis Advisors oversees a substantial portfolio, representing over $429,679,000 in assets under management for more than 90 individual clients. The company takes pride in its long-serving advisors, including notable professionals like Kelly Sweet, Trevor Seamons, and Merle Gilmour, whose expertise and experience contribute to the firm's success. In summary, Trellis Advisors, LLC is a trusted investment advisory firm based in Ellensburg, WA. With a team of seasoned professionals and a strong focus on high net worth individuals, they diligently manage a significant amount of assets while offering diverse compensation options to ensure optimal financial outcomes for their clients.

Leonard Rickey Investment Advisors, P.L.L.C., headquartered in Yakima, WA, is a leading local investment advisory firm with a strong presence in the financial industry. With a total of 13 employees, they are dedicated to providing exceptional investment advisory services to their clients. Among their team, six individuals specialize in offering expert investment advice, demonstrating the firm's commitment to personalized service. The firm boasts an impressive average of approximately $2,910,000 in assets under management per investment advisor. Leonard Rickey Investment Advisors employs a comprehensive compensation structure that includes various types such as a percentage of assets under management and hourly charges, ensuring that their clients have flexible payment options tailored to their needs. With a broad client base of over 730 individuals, Leonard Rickey Investment Advisors manages assets worth more than $611,759,000. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise and capability to manage employer funds, expanding their scope and reach within the market. The firm's approach to asset management is primarily discretionary, as they oversee an impressive 97% of the assets entrusted to their care. This discretionary authority enables Leonard Rickey Investment Advisors to make informed investment decisions on behalf of their clients, providing them with peace of mind and the potential for optimal returns. Operating from four offices, Leonard Rickey Investment Advisors has established a strong local presence, ensuring accessibility and convenience for their clients. Their experienced team includes highly tenured advisors such as Susan Van Tress, Matthew Hargreaves, and Benjamin Rickey, who bring a wealth of expertise and knowledge to the firm's operations. Through their commitment to excellence and client-centric approach, Leonard Rickey Investment Advisors stands out as a trusted partner for individuals seeking reliable investment advice.

Surience Private Wealth LLC is a reputable investment advisory firm headquartered in Yakima, WA. With a single office, they provide comprehensive financial services to a wide range of clients. One of their three employees specializes in investment advisory services, offering personalized guidance tailored to each client's needs. With an average of approximately $107,820,000 in assets under management per investment advisor, Surience Private Wealth maintains a competitive standing in the industry. Their compensation structure encompasses various options, including a percentage of assets under management and hourly charges. Surience Private Wealth possesses substantial experience in managing employer 401Ks and individual accounts, which make up nearly half of their assets under management. This expertise positions them well to develop effective retirement planning strategies and investment solutions. The firm's commitment to delivering exceptional service is reflected in their discretionary management of 99% of the assets they oversee. This approach allows them to actively monitor and adjust investments on behalf of their clients. With over 80 individual clients and assets under management exceeding $107,822,000, Surience Private Wealth has established a strong reputation in the industry. Armand Doucette, one of their longest-tenured registered advisors, has been with the firm since 2022, contributing his extensive knowledge and expertise to their success. Surience Private Wealth's dedication to providing personalized financial solutions, combined with their experience and commitment to client satisfaction, positions them as a trusted partner for individuals and businesses in Yakima and beyond.

Tieton Capital Management, a small investment advisory firm headquartered in Yakima, WA, is dedicated to providing comprehensive financial solutions to its clients. With a team of three skilled professionals, including two experienced investment advisors, the firm manages assets worth an impressive average of $82,470,000 per advisor. This places them at the industry average, reflecting their competence in handling diverse portfolios. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, ensuring a mutually beneficial arrangement with their clients. Tieton Capital Management boasts a significant client base of over 30 individuals, entrusting the firm with assets exceeding $170,222,000. While 401K and individual accounts constitute a smaller portion of their assets, the firm is fully equipped to manage employer funds, providing a versatile range of services. Notably, Tieton Capital Management exercises full discretion over 100% of the assets it manages, allowing them to make informed investment decisions on behalf of their clients. With its sole office located in Yakima, the firm operates with the utmost dedication and personalized attention to each client's financial goals. Matthew Dhane and William Dezellem, two of the firm's longest-tenured registered advisors, bring extensive industry knowledge and expertise to Tieton Capital Management. Their commitment to delivering exceptional investment advisory services further solidifies the firm's reputation as a trusted partner in wealth management. Through their comprehensive approach, dedication to client success, and a team of experienced professionals, Tieton Capital Management continues to serve as a reliable financial partner for individuals seeking tailored investment strategies in the Yakima, WA area and beyond.