Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been ranked #26 on Barron’s 2015 “Top Advisor Rankings: California.” Dale Yahnke is the only San Diego-based independent advisor in the Barron’s Top Financial Advisors: California ranking.
Barron’s 2015 Top Financial Advisors: California
Barron’s disclosure: 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, length of time in the business, client retention, 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. Advisors pay a fee to be listed in this section, but their participation has no bearing on their place in the rankings, nor does it guarantee that they will be ranked in future years. Barron’s states, “In our advisor rankings, as in all Barron’s journalism, the readers’ interests must come first and not be subordinated to any commercial considerations.”
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).