Financial Planning Magazine’s 2016 ranking of "Top 150 RIA Leaders" listed Dowling & Yahnke #33 – the only San Diego adviser listed in the top 100.
Financial Planning Magazine’s disclosures: Data was gathered from Form ADV filings as of September 2015. Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on the SEC Form ADV. To capture independent fee-only planning firms, every effort is made to exclude firms with broker-dealer and insurance company affiliations and those with substantial outside ownership stakes help by private equity firms and some outside investors. The list also does not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true holistic financial advice to individuals, only firms with 50% or more individual clients, as can be determined through the Form ADV, are included. Subjective review of unusual cases may result in inclusion or exclusion based on factors unique to those firms. As the RIA industry evolves, so does the criteria.
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 does purchase goods or services from the publisher of the award (such as subscriptions to the publication).