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.
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The Dowling & Yahnke Wealth Advisors annual revenue was $29.4 million in 2026.
Kathleen Keleher is the Executive Assistant of Dowling & Yahnke Wealth Advisors.
10 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 [5239, 52393, 523, 52].
The SIC codes for Dowling & Yahnke Wealth Advisors are [628, 62].