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Last updated: November 16th, 2019. Data source: SEC filings.

Dowling & Yahnke, federally registered in 1987, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 14 advisors. Dowling & Yahnke manages $4.5 billion and provides investment advisory services for 1,247 clients (1:90 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor William Giles Beamer
Avg Advisor Trust Score 97
Avg Advisor Years Registered 5
Minimum Investment $1,000,000
Average Client Balance $3,582,838
Total AUM $4.5 billion
Advisor / Client Ratio 1:90
Headquarters San Diego, CA
SEC Filings Forms and Brochures    (CRD # 107672)
State(s) Registered AZ, CA, CO, FL, IL, MA, NV, NY, NC, OR, TX, VA, WA


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