Dowling & Yahnke is a fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed for the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $5.7 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.
View Top Employees from Dowling & Yahnke Wealth Advisors| Website | http://www.dywealth.com/ |
| Revenue | $29 million |
| Employees | 51 (41 on RocketReach) |
| Founded | 1991 |
| Address | 12265 El Camino Real Suite 300, San Diego, California 92130, US |
| Phone | (858) 509-9500 |
| Fax | (858) 509-9520 |
| Industry | Investment Management, Finance General, Finance |
| Web Rank | 3 Million |
| Keywords | Dowling & Yahnke, Income For Financial Aid, Fafsa Maximum Income And Still Qualify For Aid Table, Too Poor For College To Rich For Financial Aid, How Much Does A Family Making 85,000 A Year Get From The Fafsa |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Dowling & Yahnke Wealth Advisors Questions
The Dowling & Yahnke Wealth Advisors annual revenue was $29 million in 2024.
Will Beamer is the President and Chief Investment Officer and Principal of Dowling & Yahnke Wealth Advisors.
41 people are employed at Dowling & Yahnke Wealth Advisors.
Dowling & Yahnke Wealth Advisors is based in San Diego, California.
The NAICS codes for Dowling & Yahnke Wealth Advisors are [523, 5239, 52, 52393].
The SIC codes for Dowling & Yahnke Wealth Advisors are [628, 62].
Top Dowling & Yahnke Wealth Advisors Employees
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ViewJoel Flood
IT Director at Dowling & Yahnke Wealth Advisors
San Diego, California, United States25 -
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Timothy Lee
Financial Planner at Dowling & Yahnke Wealth Advisors
San Diego, California, United States1 -
ViewFranklin Pang
Portfolio Management Analyst at Dowling & Yahnke Wealth Advisors
San Diego, California, United States21 -
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Chris Johnson
Principle, Lead Advisor at Dowling & Yahnke Wealth Advisors
Orange County, California, United States44 -
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