Share

Dale Yahnke Listed on Barron’s 2017 “Top Advisor Rankings: California”

By on March 7, 2017
Categories: D&Y UPDATES

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been ranked #23 on Barron’s 2017 “Top Advisor Rankings: California.”

Barron’s 2017 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 been 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).

RELATED ARTICLES

Mark Wernig | CFP Lead Advisor Principal | D&Y Wealth Advisors SD

Mark Wernig, CFP®, Named “40 Next Top Business Leaders Under...

Read Now
Dale Yahnke Listed on Barron’s 2017 “Top Advisor Rankings: California”

DOWLING & YAHNKE CEO RANKED #23 ON BARRON’S 2020 “TOP...

Read Now
Dale Yahnke Listed on Barron’s 2017 “Top Advisor Rankings: California”

Dowling & Yahnke Wealth Advisors Hosts Students from Georgetown University’s...

Read Now

OUR TEAM

Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.

MEET THE TEAM

CONTACT US

Our team is available now to discuss all of your financial goals.

SEE INFO