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
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.
Mark Muñoz, Chief Operating Officer