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DOWLING & YAHNKE WEALTH ADVISORS NAMED TO BARRON’S “2022 TOP 100 RIA FIRMS”

By on October 3, 2022
Categories: D&Y UPDATES
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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.

 

Disclosures from Barron’s: Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations. A ranking of “N” indicates the advisor was not ranked in the specified year.
Additional disclosures:  Barron’s requested Dowling & Yahnke Wealth Advisors 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 Wealth Advisors and any of its clients.  While Dowling & Yahnke Wealth Advisors 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).

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