Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the tenth consecutive year to Barron’s list of the Top 100 Independent Wealth Advisors. The August 27, 2016, issue is the financial magazine’s tenth annual ranking of top independent advisors. Dale Yahnke is one of only twelve advisors nationwide who have been recognized every year Barron’s has conducted its national rankings.
According to Barron’s, “Few have been more successful than Yahnke, who, along with a 43-person team, serves 1,039 households and manages just over $3 billion of investment assets. Yahnke’s success is noteworthy in light of a patient, conservative investing approach that he admits is ‘boring’. He does get approached by people who want an active, beat-the-market approach. ‘I tell those people they need to find another advisor,’ he says.” The article continues by stating, “In his 25 years as an advisor, Yahnke has steered clients through the thick and thin of the markets. (Dowling retired last year.) The key, says Yahnke, is staying globally allocated, trusting markets, and minimizing risk.”
Barron’s: Top 100 Independent Wealth Advisors 2016 – List
Barron’s: Top 100 Independent Wealth Advisors 2016 – Article (subscription required)
Disclosures from Barron’s: The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.
Additional disclosures: Barron’s requested Dowling & Yahnke to apply for the ranking. The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s. It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking. 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. While Dowling & Yahnke did not pay a fee to apply for the award, the firm does purchase goods or services from the publisher of the award (such as subscriptions to the publication, reprints of the ranking, and payment to be included in other Barron’s-published lists).