Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named to Barron’s list of the Top 100 Independent Wealth Advisors in its August 25, 2014 issue. This is the financial magazine’s eighth annual ranking of top independent advisors. Dale is the only San Diego-based advisor to have ever been named to the Barron’s list. Rankings are established according to several criteria including quality of practice and assets under management.
“I am honored to be selected to the Barron’s Top 100 Independent Wealth Advisors ranking,” said Dale Yahnke. “Over the last year, our Firm has seen substantial growth, not only in the number of clients we serve but also the size of our team. Continually striving to enhance the client experience, we have expanded our capabilities across the board, including advisors, financial planning, trading, client servicing, technology, and office administration. Our staff has grown to include ten CFA® charterholders and eleven CFP® practitioners.”
Barron’s: Top 100 Independent Wealth Advisors 2014
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).