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"2011 Five Star Wealth Managers"
San Diego Magazine, 2/1/2011

"RIA Giants: Top Fee-Only Firms
Ranked by Discretionary AUM"
Investment News, 3/31/2011

"Barron's Top Independent
Financial Advisors"
Barron's, 8/27/2011

"Financial Advisor's 2010 RIA
Ranking" - Financial Advisor
Magazine, 9/9/2010

Learn more about changes in Cost Basis Reporting and preview Schwab's revised 1099 Composite.

Sample 1099 Composite Form 1099 FAQs

Dale Yahnke, one of the founding partners of Dowling & Yahnke, is being featured in a public awareness campaign regarding the Registered Investment Advisor (RIA) Industry.

Read more about the campaign

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Dowling & Yahnke, LLC ©2012 is an SEC-registered investment adviser located in San Diego, California. This website provides general information about Dowling & Yahnke, LLC© and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Please click for use terms.