To Give Our Clients Peace of Mind by Bringing Simplicity to a Complex Financial World.

Dowling & Yahnke, LLC is one of the largest independent wealth management firms in San Diego with over $1 billion in assets under management. As a fiduciary, fee-only adviser, we always put our clients' interests first. Since 1991, we have been providing customized solutions in investment management, retirement planning, and charitable giving so that our clients can focus on the things that really matter. We can offer objective advice because we accept no commissions and have no proprietary products to sell. Our investment approach is to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner.

Our experienced team of advisers boasts the best education and credentials of any firm in San Diego. We design and implement the wealth management solution that's right for you, delivered with the very highest level of personalized service.

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1As identified by the securities-industry consulting firm, The Winner’s Circle® of Boca Raton, Florida, the rankings reflect each adviser’s assets under management, the adviser’s share of revenue and profits generated, and quality of service. The Winner’s Circle, headed by industry researcher R.J. Shook, assigned the top adviser a score of 100 and rated the rest by comparing them with the winner. For more information on The Winner’s Circle and the ranking methodology, go to: www.WCorg.com.