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Dowling & Yahnke Named to Forbes’ “Top 100 Wealth Managers” for 2015

By on May 1, 2015
Categories: D&Y UPDATES

Dowling & Yahnke was listed as #62 on Forbes’ “Top 100 Wealth Managers” for 2015 – the only San Diego-based firm on this annual national ranking.

Forbes:  The Top 50 Wealth Managers 2015

Forbes disclosures:  Data for the Top Wealth Managers list is compiled by Forbes’ partners at RIA Database. Candidate firms qualify based on both quantitative and qualitative criteria. This year the list was expanded to 100 firms, and ranked by assets under management for year-end 2014, reported as of March 31, 2015.  Members of the list must have managed at least 50% of their assets on behalf of retail clients, cannot run a broker-dealer (they can be affiliated with one), cannot be a bank (trust companies are permitted), and must be performing wealth management services. Firms cannot have had any regulatory, civil or criminal disclosures.  The list looks beyond exclusively fee-only advisors because the RIA industry is evolving to incorporate more hybrid models as more reps break way from broker-dealers but carry along old business that includes some commission-based work.
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 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).

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