Dowling & Yahnke Wealth Advisors, currently managing approximately $5.5 billion of assets for over 1,400 clients, is proud to announce that Dowling & Yahnke Wealth Advisors has been named to Barron’s list of the “Top 100 RIA Firms.”
Dowling & Yahnke Wealth Advisors is honored to be the only San Diego-based firm on this nationwide list. The September 16, 2022, issue is the financial magazine’s seventh annual ranking of top independent advisory companies and is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
“I am so proud that our Firm has been included on this prestigious list of leaders in the financial services industry,” states Dale Yahnke, Co-CEO and Principal. “It’s a reflection of the talented group of people that make up our team who work extraordinarily hard and always place the needs of our clients’ first.”
For the full article, visit: https://www.barrons.com/advisor/report/top-financial-advisors/ria
About Dowling & Yahnke, LLC
Since 1991, Dowling & Yahnke 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 $5.5 billion for more than 1,400 clients, primarily individuals, families, and nonproﬁt organizations. Dowling & Yahnke has been nationally recognized by The Wall Street Journal, Forbes, and Barron’s.