Dale Yahnke Ranked #25 in Barron’s "Top 100 Independent Financial Advisors” for 2017

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the eleventh consecutive year to Barron’s list of the Top 100 Independent Financial Advisors.
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RIA Channel Interview, "Dale Yahnke Talks Asset Growth & Recruiting Beyond Our Industry"

Hi I’m Julie Cooling, Founder of RIA Channel and contributor with Forbes. I’m here with Dale Yahnke, Founding Partner of Dowling & Yahnke, LLC. Congratulations, you made our Forbes “Top 100 Wealth Management Firms” for 2016 with $3.5 billion in assets under management and $2.2 billion in asset growth over the period of 10 years.  Congratulations! So you are number 25 on our list.  Way up there.  We would love to know a little bit about how you grow and how you work with clients.
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Matt Adams, CPA, CFP® Joins Dowling & Yahnke, LLC

“With Matt’s joining Dowling & Yahnke, we have seventeen CFP® charterholders in addition to two CPA practitioners,” said Will Beamer, President and Chief Investment Officer.  “Knowledge is one of our firm’s core values, and we take great pride in the expertise and top-notch credentials of our advisors.”
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Stay Wealthy San Diego Podcast, "Building a Business and Creating Wealth that Lasts" with Dale Yahnke

Dale Yahnke sat down with Taylor Schulte (from Stay Wealthy San Diego) to discuss Dowling & Yahnke's pioneering fiduciary business model, its founding, how it has benefited clients, and explori
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Dowling & Yahnke Listed in Financial Advisor's Registered Investment Advisor Ranking 2017

Financial Advisor Magazine's 2017 ranking of RIAs listed Dowling & Yahnke #74, the only San Diego-based advisory firm in the top 150.
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Tracy Burgett Earns Certified Private Wealth Advisor® Certification

San Diego – July 10, 2017:  Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that
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Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisors

Dowling & Yahnke is named as one of the largest fee-only investment advisors in the country measured by discretionary assets under management..
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Mark Wernig Promoted to Portfolio Manager at Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that Mark Wernig has been promoted to P
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Dale Yahnke Honored in Barron's: One of Twelve U.S. Advisors on Its "Top 100 Independent Advisors" Ranking Every Year

In this week’s publication, Barron’s honors a select group of twelve U.S. financial advisors, “Our Independent Advisory All-Stars.”  Dale Yahnke and eleven other advisors have been selected each of the last ten years to the Barron’s “Top 100 Independent Advisors.”  Starting in 2007, Barron’s has conducted this annual survey to determine the ranking of the top 100 independent advisors in the United States.  
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Dale Yahnke Listed on Barron’s 2017 "Top Advisor Rankings: California"

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been ranked #23 on Barron’s 2017 “Top Advisor Rankings: California.”
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