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Leonard Rickey Investment Advisors P.L.L.C.
Leonard Rickey Investment Advisors, PLLC is a regional, independent, fee-only fiduciary investment advisory firm founded in 1997 and headquartered in Yakima, Washington. The firm operates several offices across Washington (including Richland and Seattle), is family owned and 50% female owned, and emphasizes client education and collaborative planning. It employs a team-based approach serving business owners, entrepreneurs, executives, and retirees with both planning-only engagements and ongoing wealth management. LRIA fosters a personal, down-to-earth culture focused on ethical practice, diversity, and lifelong learning, and has more than 50 years of combined advisory experience. The firm has over $800 million in assets under management and is committed to transparency and service excellence.
Investment Strategy
Leonard Rickey Investment Advisors provides ongoing wealth management tailored to individual clients, using a collaborative and educational approach that empowers clients to make informed decisions about their financial goals. The strategy prioritizes personalized planning, transparency, and a long-term focus on the 'big picture.' LRIA's investment management is fee-based, not commission-driven, and fees are assessed as a percentage of managed assets. The firm emphasizes discovery of client objectives, detailed plan creation, and careful implementation, striving for practical, ethical solutions and continuous improvement. They serve a range of clients, including families, business owners, and non-profits, with flexible service options.
Latest 13F Filing Activity
Leonard Rickey Investment Advisors P.L.L.C. filed their most recent 13F report on Sep 30, 2025 disclosing 116 equity positions with a total 13F market value of $531M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Ishares Gold TR among other positions. Leonard Rickey Investment Advisors P.L.L.C. reduced exposure to Ishares TR, Vanguard Mun BD FDS, Ishares TR among others.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJH | ISHARES TR | 14.00% | $74.3M | 1,139,147 | $37.36 | $65.26 | +$2.2M |
F FNDX | SCHWAB STRATEGIC TR | 7.15% | $38.0M | 1,444,754 | $17.15 | $26.30 | +$2.4M |
V VTI | VANGUARD INDEX FDS | 6.93% | $36.8M | 112,214 | $211.55 | $328.17 | +$3.1M |
D DFAC | DIMENSIONAL ETF TRUST | 6.67% | $35.4M | 918,611 | $33.01 | $38.57 | +$1.7M |
V VEU | VANGUARD INTL EQUITY INDEX F | 6.38% | $33.9M | 474,628 | $55.50 | $71.37 | +$1.8M |
Industry Allocation
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