Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the ninth consecutive year to Barron’s list of the Top 100 Independent Wealth Advisors. The August 24, 2015 issue is the financial magazine’s ninth annual ranking of top independent advisors. Over this nine year span, Dowling & Yahnke is the only San Diego-based firm with an advisor recognized on the Barron’s Top 100 Independent Wealth Advisors list.
“It is an incredible honor to once again be named to the Barron’s Top 100 Independent Wealth Advisors ranking,” said Dale Yahnke. “Currently managing approximately $3 billion for more than 1,000 clients, our Firm’s collective success over the last year has been driven by our priority to passionately deliver clients with unbiased advice and exceptional service by our highly credentialed team. Over the last year, we are proud to have seen our staff grow to include ten CFA® charterholders and thirteen CFP® practitioners. We will continue to leverage the talent of exceptional professionals to best serve our clients.”
Barron’s: Top 100 Independent Wealth Advisors 2015
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 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. 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).