Dowling & Yahnke Named to Financial Planning Magazine’s "2015 Top 100 RIA Leaders"

Financial Planning Magazine’s 2015 ranking of "Top 100 RIA Leaders" listed Dowling & Yahnke #34 – the only adviser from San Diego. 
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Dowling & Yahnke Named to Bloomberg’s 2014 "Top 50 Registered Investment Advisers"

Bloomberg’s 2014 ranking of "Top 50 Registered Investment Advisers" listed Dowling & Yahnke as #6 nationally and the only advisory firm based in San Diego.
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Brett R. Pernicano, CFP® Joins Dowling & Yahnke

Dowling & Yahnke, LLC, a wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Brett R. Pernicano has joined the Firm as a Portfolio Manager.
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Dale Yahnke Named to Barron’s "Top 100 Independent Wealth Advisors" for 2014

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named to Barron’s list of the Top 100 Independent Wealth Advisors in its August 25, 2014 issue. This is the financial magazine’s eighth annual ranking of top independent advisors.  Dale is the only San Diego-based advisor to have ever been named to the Barron’s list.  Rankings are established according to several criteria including quality of practice and assets under management.
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Gregory J. Richardson, MPASSM, CFP® Joins Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Gregory J.
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“Mike Brown Earns CFP® Certification”

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Mike Brown, Senior Portfolio Manager, is now a CERT
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Dowling & Yahnke Listed in Financial Advisor’s "2014 RIA Ranking"

Financial Advisor Magazine’s 2014 ranking of Registered Investment Advisors (RIAs) listed Dowling & Yahnke #69, the only San Diego-based advisory firm in the top 100.
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Dowling & Yahnke Named on Forbes’ "Top 50 Wealth Managers" for 2014

Dowling & Yahnke was listed as #46 on Forbes’ “Top 50 Wealth Managers” for 2014 - the only San Diego-based firm on this annual national ranking.
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Dale Yahnke featured in "Actively Managed Mutual Funds Fall Short Again — and Investors Notice"

Dale Yahnke was featured in The Los Angeles Times article discussing active versus passive investment philosophies. "For many veteran financial advisors, there’s no contest.
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