Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the eleventh consecutive year to Barron’s list of the Top 100 Independent Financial Advisors. The September 15, 2017, issue is the financial magazine’s eleventh annual ranking of top independent advisors. Dale Yahnke is one of only eleven advisors nationwide who have been recognized every year Barron’s has conducted its national rankings.
“It is an incredible honor to once again be included in the Barron’s Top 100 ranking,” said Dale Yahnke. “I spend a lot of time recruiting talented and passionate people. Finding the right folks to perpetuate our mission of providing the best client experience is extremely important for our Firm’s growth. We currently have nine CFA® charterholders, seventeen CFP® practitioners, and two CPAs. Ranking on this list year after year reflects the dedication of our team. We will continue to leverage the talent of exceptional professionals to grow our services for clients.”
Barron’s: Top 100 Independent Financial Advisors 2017 – List
Barron’s: Top 100 Independent Financial Advisors 2017 – 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).