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DOWLING & YAHNKE WEALTH ADVISORS NAMED TO BARRON’S “2021 TOP 100 RIA FIRMS”

By on October 1, 2021
Categories: D&Y UPDATES
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Dowling & Yahnke Wealth Advisors, currently managing approximately $5.7 billion of assets for over 1,300 clients, is proud to announce that the Firm has been named to Barron’s list of the “2021 Top 100 RIA Firms.”

Dowling & Yahnke is honored to be the only San Diego-based firm included on this nationwide list. The ranking of Top 100 RIA Firms is based on both qualitative and quantitative criteria including the assets a firm manages and the revenue those assets generate, regulatory record, staffing levels and diversity, technology spending, succession planning, and more.

While this is the Firm’s first ranking on the “Top 100 RIA” list, Dale Yahnke had represented the Firm on the “Top 100 Independent Advisor” list since its inception in 2007. “We’ve always viewed our firm as team oriented,” shares Dale Yahnke, CEO and Principal. “I am proud that our Firm has progressed to the point where we are listed amongst the leaders of wealth management firms in the country.”

Dowling & Yahnke Wealth Advisors is ranked at #75.

For the full list, visit:  https://www.barrons.com/advisor/report/top-financial-advisors/ria

About Dowling & Yahnke Wealth Advisors

Since 1991, Dowling & Yahnke Wealth Advisors has offered time-tested, objective financial planning advice and investment management services designed for the financial health of its clients. Located in San Diego, California, the Firm manages approximately $5.7 billion for over 1,300 clients, primarily individuals, families, and nonprofit organizations.

 

Disclosures from Barron’s:  The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. A ranking of “N” indicates the advisor was not ranked in the specified year. HNW=high net worth; UHNW=ultrahigh net worth.
Additional disclosures:  Barron’s requested Dowling & Yahnke to apply for the ranking.  The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s.  It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking.  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.  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, reprints of the ranking, and payment to be included in other Barron’s-published lists).

CONTACT:

Mark Muñoz, Chief Operating Officer

(858) 509-9500

[email protected]create new email

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