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.
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 |