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DOWLING & YAHNKE CEO RANKED #23 ON BARRON’S 2020 “TOP 100 INDEPENDENT FINACIAL ADVISORS”

By on September 25, 2020
Categories: D&Y UPDATES
Documents: Download PDF PR_Dale-Yahnke_Barrons_Top-100-Independent-Advisors-2020.pdf

Dale Wahnke CEO | CFA, CFP Principal | D&Y Wealth Advisors San Diego

Dowling & Yahnke Wealth Advisors, currently managing approximately $4.7 billion of assets for over 1,200 clients, is proud to announce that Dale Yahnke, CFA, CFP®, has been named to Barron’s list of the Top 100 Independent Financial Advisors.

The September 14, 2020 issue is the financial magazine’s fourteenth annual ranking of top independent advisors.  Barron’s has conducted its national ranking.  Having been a part of this distinguished list for over ten years, Dale was inducted into the Barron’s Hall of Fame in 2019.  In addition, Dowling & Yahnke remains the highest ranked San Diego-based firm on this nationwide list.

“It’s truly an honor to be recognized by Barron’s for a fourteenth year.  This award reflects the team of talented employees at our firm.  I am fortunate to be surrounded by such a highly credentialed and educated group,” said Dale Yahnke, CEO and co-founder of Dowling & Yahnke.  “We built our business nearly 30 years ago with the goal of providing ethical financial advice.  Everything we do is to help our clients succeed because that, in turn, becomes our success.  We are fiduciaries to our clients – always have been, always will be.”

Dale, a native San Diegan, is actively committed to the San Diego community, the investment advisory industry, and his baseball card collection.

For the full article, visit  https://www.barrons.com/report/top-financial-advisors/independent/2020?mod=faranking_subnav

About Dowling & Yahnke, LLC

Since 1991, Dowling & Yahnke Wealth Advisors has offered time-tested, objective financial planning advice and investment management services designed to secure the financial health of its clients. Located in San Diego, California, the Firm manages approximately $4.7 billion for over 1,200 clients, primarily individuals, families, and nonprofit organizations. Dowling & Yahnke Wealth Advisors is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management.

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. A ranking of “N” indicates the advisor was not ranked in the specified year. HNW=high net worth; UHNW=ultrahigh net worth.
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).

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