Dowling and 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 included on Financial Planning’s list of the “2021 Top 150 RIA Leaders.”
Dowling & Yahnke is honored to be named the top San Diego-based firm included on this nationwide list. To be included on the list, the registered investment advisory firm must be fee-only. The ranking is based on assets under management.
Dowling & Yahnke Wealth Advisors is ranked at #57.
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 Financial Planning: The data comes from SEC Form ADV filings in June 2021, as analyzed by our data collaborator, the compliance consulting firm RIA in a Box. Firms must list zero registered representatives of a broker-dealer. Out of their total clients, the sum of individual and high net worth must be at least 33%. Firms must not list commissions as a compensation arrangement. Firms must list at least one financial planning client. In other business activities, firms may list a trust company, accounting firm or law firm, but they can’t list a broker-dealer, bank, insurance brokerage, real estate brokerage or any other types of entities.
Additional disclosures: Dowling & Yahnke did not apply for this ranking. 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 Financial Planning Magazine. 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 may purchase goods or services from the publisher of the award (such as subscriptions to the publication or rights to the award logo).