Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been ranked #23 on Barron’s “2018 Top Advisor Rankings: California.” The list is part of a report which Barron’s ran ranking the nation’s top advisors by state. Dowling & Yahnke is the highest ranked San Diego financial advisory and wealth management firm.
Barron’s 2018 Top Advisor Rankings: California
Barron’s disclosure Here are America’s best financial advisors, organized by state. The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. A ranking of “N” denotes “not ranked that year”.
Additional disclosures: Barron’s requested Dowling & Yahnke to apply for the listing which is a paid advertising section in Barron’s. The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by Dowling & Yahnke and any of its clients. In addition to paying a fee to be on this list, Dowling & Yahnke does purchase other goods or services from the publisher of the award (such as subscriptions to the publication and reprints of rankings).