Dowling & Yahnke Listed on FT 300: Top Registered Investment Advisers 2019

Dowling & Yahnke Wealth Advisors is included as one of the 300 top registered investment advisers across the nation as published by Financial Times. The advisers are listed alphabetically by state with California holding the most advisory firms. Dowling & Yahnke has been included on this list every year since its inception six years ago.

Financial Times: Top Registered Investment Advisers 2019

Greg Richardson and Mark Wernig Promoted to Principal of Dowling & Yahnke

When asked “Why did you become a financial advisor?” Greg answered, “I thoroughly enjoy engaging in discussions with clients on a variety of topics, including investments, retirement income, tax and charitable strategies, employer stock and stock options, and executive compensation.

When asked the same question, Mark responded, “Simply put, I became a financial advisor to serve those that would trust our Firm and me with the responsibility to manage a resource as precious as their personal wealth. Having spent more than a decade on active duty in the U.S. Navy, I serve my clients as I did my Sailors, by placing their interests ahead of all others and investing in their long-term success.”

Grant Webster, CFP®, CDFA® Named to InvestmentNews' 2019 40 Under 40 List

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Grant Webster, CFP®, CDFA® has been named to InvestmentNews’ 40 Under 40 list for 2019. Grant was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.

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.