Dowling & Yahnke Wealth Advisors, currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that Dale Yahnke, CFA, CFP®, CEO of Dowling & Yahnke, has been named to Barron’s Advisor Hall of Fame.
To make this exclusive list, advisors must have appeared on one of Barron’s Top Advisor lists ten or more times. Dale Yahnke has appeared on the “Top 100 Wealth Advisor” list thirteen times - making him one of only nine advisors who have been included on this list since inception.
“When Mark Dowling and I started the firm in 1991, there were not many good options for people seeking smart, fiduciary-based advice from highly credentialed advisors,” said Dale Yahnke. “Back in 1991, we started with a passion to change the way the financial advice industry had been run traditionally. I still love it all these years later. It’s an honor to receive this recognition from Barron’s.”
Dale, a native San Diegan who lives in Carmel Valley with his wife and two daughters, is actively committed to the San Diego community, the investment advisory industry, and his baseball card collection.
For the full list visit: Barron’s Advisor Hall of Fame
Disclosures from Barron’s: Advisors appearing in our rankings have answered 100-plus questions about their practices in our annual survey. The questionnaire addresses a wide range of data points, including the assets the advisors oversee, the revenue they collect on those assets, the industry designations they possess, their regulatory records, the length of time they’ve been in the industry, their charitable and philanthropic work, the investment vehicles they use to allocate assets, the sizes and shapes of their teams, and more. The rankings specifically do not factor in investment performance, as returns are tied inextricably to the risk tolerances of individual clients; to reward outsize returns would be to encourage advisors to chase them. Instead, we use assets and revenue as our primary quantitative measures, as clients tend to express their satisfaction by voting with their assets and their fees. Additional disclosures: Barron’s requested Dowling & Yahnke to apply for the ranking. The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s. It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking. 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 does purchase goods or services from the publisher of the award (such as subscriptions to the publication, reprints of the ranking, and payment to be included in other Barron’s-published lists).