Share

Dowling & Yahnke Named to Financial Planning Magazine’s “2015 Top 100 RIA Leaders”

By on January 5, 2015
Categories: D&Y UPDATES

Financial Planning Magazine’s 2015 ranking of "Top 100 RIA Leaders" listed Dowling & Yahnke #34 – the only adviser from San Diego.

Financial Planning:  Top 100 RIA Firms 2015opens PDF file

Financial Planning Magazine’s disclosures:  Data was gathered from Form ADV filings as of September 2014.
Additional disclosures:  Dowling & Yahnke did not apply for this ranking.  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 Financial Planning Magazine.  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.  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).

RELATED ARTICLES

Dowling & Yahnke Named to Financial Planning Magazine’s “2015 Top 100 RIA Leaders”

CI Financial to Acquire Dowling & Yahnke, a Leading San...

Read Now
Andy McNamara and Erik Nelson, Dowling & Yahnke Wealth Advisors

Andy McNamara, CFP®, and Erik Nelson, CFP®, Earn the Certified...

Read Now
Ana Diaz | CFP CFA Lead Advisor | D&Y Wealth Advisors San Diego

ANNA E. DIAZ, CFP®, CPWA®, CEPA PROMOTED TO PRINCIPAL OF...

Read Now

OUR TEAM

Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.

MEET THE TEAM

CONTACT US

Our team is available now to discuss all of your financial goals.

SEE INFO