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Dowling & Yahnke Named to Bloomberg’s 2014 “Top 50 Registered Investment Advisers”

By on December 2, 2014
Categories: D&Y UPDATES

Bloomberg’s 2014 ranking of "Top 50 Registered Investment Advisers" listed Dowling & Yahnke as #6 nationally and the only advisory firm based in San Diego.

Bloomberg’s 2014 ranking of “Top 50 Registered Investment Advisers” listed Dowling & Yahnke as #6 nationally and the only advisory firm based in San Diego.

Bloomberg:  Top 50 Registered Investment Advisers 2014

Bloomberg Markets (Full Article)

Bloomberg disclosures:  Bloomberg Markets ranked active U.S. registered investment advisers that provide financial planning services based on the data they reported to the Securities and Exchange Commission as of June 2, 2014. They used filings as of June 3, 2013, for year-over-year comparisons.  The ranking excludes firms that operate as or are affiliated with broker-dealers, banks or thrifts, trust or insurance companies or firms with employees who are registered representatives of broker-dealers. It excluded firms that take commissions, sell financial products or operate as real estate agents, lawyers, insurance brokers or accountants. It did not consider multifamily offices.  The RIAs obtained more than 75 percent of their assets under management from high-net-worth individuals. They got up to 25 percent of those assets from any of the following sources: investment and business development companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations or other businesses, state or municipal government entities, other investment advisers or investors that the RIAs described in their filings as “other.” 
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 Bloomberg. 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.  Dowling & Yahnke may purchase goods or services from the publisher of the award.

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