Dowling & Yahnke Announces San Diego’s Top Ranked Advisor According to Barron’s “2020 Top 1200 Financial Advisors”

By on March 24, 2020
Categories: D&Y UPDATES

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 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).


Emily Zerbato Dowling and Yahnke Wealth Advisors

Emily Zerbato named “2022 Chief Compliance Officer of the Year...

Read Now
Hope Carlson | Lead Advisor | D&Y Wealth Advisors San Diego

Hope Carlson Earns the Chartered Advisor in Philanthropy® (CAP®) Designation

Read Now
Mark Wernig | CFP Lead Advisor Principal | D&Y Wealth Advisors SD

Mark Wernig Promoted to Co-CEO of Dowling & Yahnke Wealth...

Read Now


Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.



Our team is available now to discuss all of your financial goals.