Dowling & Yahnke was listed as #46 on Forbes’ “Top 50 Wealth Managers” for 2014 - the only San Diego-based firm on this annual national ranking.
Forbes: The Top 50 Wealth Managers 2014
Forbes disclosures: This year, RIA Database compiled the 2013 Forbes Top Wealth Manager Ranking based on total assets under management as of March 31 (end of year data). RIAs were included if their primary business was wealth management services primarily to high net worth individuals. RIAs were excluded if they own and/or manage a mutual fund, hedge fund or broker/dealer. In this year’s list, hybrid RIAs (broker/dealer affiliates) were again included, however we removed all firms that manage a mutual fund or a hedge fund even if it was not a dominant part of their RIA business. Broker/dealers, turnkey asset managers (TAMPs), and ETF strategists were also excluded. As always, firms with regulatory, civil or criminal disclosures were excluded from the list. The number of firms reviewed is unknown.
Additional disclosures: Dowling & Yahnke did not apply for the listing. It is unknown as to the number of firms considered for the ranking and the percentage that made the ranking. The information for the ranking was compiled by Forbes. 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).