Barron’s recently released their “2020 Top Advisor Rankings: California,” and we are honored to be represented by Dale Yahnke at #17 – the highest ranked San Diego advisor on the list! The list is part of a Barron’s report which ranks the nation’s top advisors by state. Dale has been included in this list for the seventh consecutive year – a list on which he has been included since they began ranking Registered Investment Advisors (RIAs).
“I greatly appreciate our team’s unwavering dedication and commitment to our clients and the Firm, not only through unprecedented times we live in currently, but every day,” shares Dale Yahnke. “Everyone has stepped up to tackle uncertainty while providing the high caliber of service that our clients expect and deserve. The depth and quality of our team have always been, and always will be, what makes D&Y special. I am humbled to be included in this ranking.”
Dowling & Yahnke is honored being the highest ranked San Diego wealth management firm with an advisor on the list.
Barron’s 2020 Top Advisor Rankings
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”. If you’re reading this in a Barron’s app, please head to barrons.com in your browser for a better experience.
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 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. 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).