Dowling & Yahnke Listed in Financial Advisor’s “2014 RIA Ranking”

By on July 8, 2014
Categories: D&Y UPDATES
Documents: opens in a new windowDownload PDF RIA2014_OnlineRanking1.pdf

Financial Advisor Magazine’s 2014 ranking of Registered Investment Advisors (RIAs) listed Dowling & Yahnke #69, the only San Diego-based advisory firm in the top 100.

Financial Advisor disclosures:  Ranking was based on discretionary and nondiscretionary assets under management reported on Form ADV.  Assets per client is defined as average assets per client relationship.
Additional disclosures:  Financial Advisor requested Dowling & Yahnke to apply for this ranking.  The information for the ranking was compiled by the advisor and may or may not be verified by Financial Advisor.  It is unknown as to the number of firms considered for the ranking and the percentage 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 may purchase goods or services from the publisher of the award (such as subscriptions to the publication).


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