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Dowling & Yahnke Named to Bloomberg’s 2015 “Top 50 Registered Investment Advisers”

By on December 17, 2015
Categories: D&Y UPDATES

Bloomberg’s 2015 ranking of "Top 50 Registered Investment Advisers" listed Dowling & Yahnke as #8 nationally and the only adviser from San Diego.

BloombergTop 50 Registered Investment Advisers 2015opens IMAGE file

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 1, 2015. They used filings as of June 2, 2014, 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. They also excluded firms that take commissions, sell financial products, or operate as real estate agents, lawyers, insurance brokers, or accountants. They did not consider multifamily offices.  The RIAs obtained more than 75 percent of their assets under management from high-net-worth individuals. Up to 25 percent of their AUM was 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; and/or investors that the RIAs described in the 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 been 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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