LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
CRD #116891 SEC #801-77834 YAKIMA, WA 509-972-3686
SEC Registered
Total AUM
$823.8M
Discretionary
$808.1M
Employees
19
Clients
--
Accounts
3,055
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $823.8M | $808.1M | $15.7M | 19 | 0 |
| Jun 2025 | $823.8M | $808.1M | $15.7M | 19 | 0 |
| Jun 2025 | $823.8M | $808.1M | $15.7M | 19 | 0 |
| Apr 2025 | $823.8M | $808.1M | $15.7M | 19 | 0 |
| Mar 2025 | $823.8M | $808.1M | $15.7M | 19 | 0 |
| Dec 2024 | $711.7M | $699.3M | $12.5M | 15 | 4 |
| Apr 2024 | $711.7M | $699.3M | $12.5M | 15 | 4 |
| Mar 2024 | $711.7M | $699.3M | $12.5M | 15 | 4 |
| May 2023 | $611.8M | $595.9M | $15.9M | 13 | 7 |
| Apr 2023 | $611.8M | $595.9M | $15.9M | 13 | 7 |
| Mar 2023 | $611.8M | $595.9M | $15.9M | 13 | 7 |
| Jan 2023 | $684.2M | $662.2M | $22.1M | 14 | 8 |
| Oct 2022 | $684.2M | $662.2M | $22.1M | 14 | 8 |
| Feb 2022 | $684.2M | $662.2M | $22.1M | 14 | 8 |
| Feb 2022 | $580.3M | $560.4M | $19.9M | 15 | 5 |
| Dec 2021 | $580.3M | $560.4M | $19.9M | 15 | 5 |
| Nov 2021 | $580.3M | $560.4M | $19.9M | 15 | 5 |
| Jul 2021 | $580.3M | $560.4M | $19.9M | 15 | 5 |
| Mar 2021 | $580.3M | $560.4M | $19.9M | 15 | 5 |
| Jun 2020 | $510.6M | $493.8M | $16.8M | 15 | 10 |
| Mar 2020 | $510.6M | $493.8M | $16.8M | 15 | 10 |
| Jan 2020 | $444.7M | $428.9M | $15.8M | 12 | 0 |
| Mar 2019 | $444.7M | $428.9M | $15.8M | 12 | 0 |
| Mar 2018 | $480M | $457.7M | $22.3M | 10 | 6 |
| Sep 2017 | $376M | $365.6M | $10.4M | 12 | 700 |
| Mar 2017 | $376M | $365.6M | $10.4M | 12 | 700 |
| May 2016 | $329M | $323M | $6M | 12 | 700 |
| Mar 2016 | $329M | $323M | $6M | 12 | 700 |
| Aug 2015 | $337.6M | $337.6M | $0 | 13 | 700 |
| Feb 2015 | $337.6M | $337.6M | $0 | 13 | 700 |
| Dec 2014 | $311.7M | $311.7M | $0 | 13 | 600 |
| May 2014 | $311.7M | $311.7M | $0 | 13 | 600 |
| Mar 2014 | $311.7M | $311.7M | $0 | 13 | 600 |
| Mar 2014 | $311.7M | $311.7M | $0 | 13 | 600 |
| Sep 2013 | $211.7M | $211.7M | $0 | 8 | 400 |
| Jun 2013 | $211.7M | $211.7M | $0 | 8 | 400 |
| Mar 2013 | $211.7M | $211.7M | $0 | 8 | 400 |
DateOct 2025
Total AUM$823.8M
Discretionary$808.1M
Non-Disc.$15.7M
Employees19
Clients0
DateJun 2025
Total AUM$823.8M
Discretionary$808.1M
Non-Disc.$15.7M
Employees19
Clients0
DateJun 2025
Total AUM$823.8M
Discretionary$808.1M
Non-Disc.$15.7M
Employees19
Clients0
DateApr 2025
Total AUM$823.8M
Discretionary$808.1M
Non-Disc.$15.7M
Employees19
Clients0
DateMar 2025
Total AUM$823.8M
Discretionary$808.1M
Non-Disc.$15.7M
Employees19
Clients0
DateDec 2024
Total AUM$711.7M
Discretionary$699.3M
Non-Disc.$12.5M
Employees15
Clients4
DateApr 2024
Total AUM$711.7M
Discretionary$699.3M
Non-Disc.$12.5M
Employees15
Clients4
DateMar 2024
Total AUM$711.7M
Discretionary$699.3M
Non-Disc.$12.5M
Employees15
Clients4
DateMay 2023
Total AUM$611.8M
Discretionary$595.9M
Non-Disc.$15.9M
Employees13
Clients7
DateApr 2023
Total AUM$611.8M
Discretionary$595.9M
Non-Disc.$15.9M
Employees13
Clients7
DateMar 2023
Total AUM$611.8M
Discretionary$595.9M
Non-Disc.$15.9M
Employees13
Clients7
DateJan 2023
Total AUM$684.2M
Discretionary$662.2M
Non-Disc.$22.1M
Employees14
Clients8
DateOct 2022
Total AUM$684.2M
Discretionary$662.2M
Non-Disc.$22.1M
Employees14
Clients8
DateFeb 2022
Total AUM$684.2M
Discretionary$662.2M
Non-Disc.$22.1M
Employees14
Clients8
DateFeb 2022
Total AUM$580.3M
Discretionary$560.4M
Non-Disc.$19.9M
Employees15
Clients5
DateDec 2021
Total AUM$580.3M
Discretionary$560.4M
Non-Disc.$19.9M
Employees15
Clients5
DateNov 2021
Total AUM$580.3M
Discretionary$560.4M
Non-Disc.$19.9M
Employees15
Clients5
DateJul 2021
Total AUM$580.3M
Discretionary$560.4M
Non-Disc.$19.9M
Employees15
Clients5
DateMar 2021
Total AUM$580.3M
Discretionary$560.4M
Non-Disc.$19.9M
Employees15
Clients5
DateJun 2020
Total AUM$510.6M
Discretionary$493.8M
Non-Disc.$16.8M
Employees15
Clients10
DateMar 2020
Total AUM$510.6M
Discretionary$493.8M
Non-Disc.$16.8M
Employees15
Clients10
DateJan 2020
Total AUM$444.7M
Discretionary$428.9M
Non-Disc.$15.8M
Employees12
Clients0
DateMar 2019
Total AUM$444.7M
Discretionary$428.9M
Non-Disc.$15.8M
Employees12
Clients0
DateMar 2018
Total AUM$480M
Discretionary$457.7M
Non-Disc.$22.3M
Employees10
Clients6
DateSep 2017
Total AUM$376M
Discretionary$365.6M
Non-Disc.$10.4M
Employees12
Clients700
DateMar 2017
Total AUM$376M
Discretionary$365.6M
Non-Disc.$10.4M
Employees12
Clients700
DateMay 2016
Total AUM$329M
Discretionary$323M
Non-Disc.$6M
Employees12
Clients700
DateMar 2016
Total AUM$329M
Discretionary$323M
Non-Disc.$6M
Employees12
Clients700
DateAug 2015
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees13
Clients700
DateFeb 2015
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees13
Clients700
DateDec 2014
Total AUM$311.7M
Discretionary$311.7M
Non-Disc.$0
Employees13
Clients600
DateMay 2014
Total AUM$311.7M
Discretionary$311.7M
Non-Disc.$0
Employees13
Clients600
DateMar 2014
Total AUM$311.7M
Discretionary$311.7M
Non-Disc.$0
Employees13
Clients600
DateMar 2014
Total AUM$311.7M
Discretionary$311.7M
Non-Disc.$0
Employees13
Clients600
DateSep 2013
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees8
Clients400
DateJun 2013
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees8
Clients400
DateMar 2013
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees8
Clients400