Dowling & Yahnke, LLC

Dowling & Yahnke, LLC (CRD# 107672) is a financial advisory firm headquartered in San Diego, CA. They manage $3,957,655,396 in 4,062 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,958
    MILLION
  • Total Number of Accounts
    4,062
    ACCOUNTS
  • Average Account Value
    $974,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, NC, NV, NY, OR, TX, VA, WA

Financial Advisors at Dowling & Yahnke, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Alana C. Asmussen
CRD#: 2162601
12340 El Camino Real, #450, San Diego, CA 92130
96
Wealthminder
score

Alana Asmussen (CRD# 2162601) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has over 19 years of experience in the finance industry. Alana Asmussen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William G. Beamer
CRD#: 4536134
12340 El Camino Real, Suite 450, San Diego, CA 92130
96
Wealthminder
score

William Beamer (CRD# 4536134) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has over 16 years of experience in the finance industry. William Beamer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brett R. Pernicano
CRD#: 4997061
12340 El Camino Real, Suite 450, San Diego, CA 92130
96
Wealthminder
score

Brett Pernicano (CRD# 4997061) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has over 12 years of experience in the finance industry. Brett Pernicano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Elias F. Vera
CRD#: 4187200
12340 El Camino Real, Suite 450, San Diego, CA 92130
96
Wealthminder
score

Elias Vera (CRD# 4187200) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has over 17 years of experience in the finance industry. Elias Vera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Grant A. Webster
CRD#: 5210397
12340 El Camino Real, Suite 450, San Diego, CA 92130
96
Wealthminder
score

Grant Webster (CRD# 5210397) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has over 8 years of experience in the finance industry. Grant Webster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew R. Adams
CRD#: 6000557
12340 El Camino Real, Suite 450, San Diego, CA 92130
90
Wealthminder
score

Matthew Adams (CRD# 6000557) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has 1 year of experience in the finance industry. Matthew Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jacqueline A. Bell
CRD#: 5462922
12340 El Camino Real, Suite 450, San Diego, CA 92130
90
Wealthminder
score

Jacqueline Bell (CRD# 5462922) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has 1 year of experience in the finance industry. Jacqueline Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael S. Brown
CRD#: 6093426
12340 El Camino Real, Suite 450, San Diego, CA 92130
90
Wealthminder
score

Michael Brown (CRD# 6093426) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has 1 year of experience in the finance industry. Michael Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Tracy S. Burgett
CRD#: 6763519
12340 El Camino Real, Suite 450, San Diego, CA 92130
90
Wealthminder
score

Tracy Burgett (CRD# 6763519) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has 1 year of experience in the finance industry. Tracy Burgett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jacob T. Erlendson
CRD#: 6105292
12340 El Camino Real, Suite 450, San Diego, CA 92130
90
Wealthminder
score

Jacob Erlendson (CRD# 6105292) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has 1 year of experience in the finance industry. Jacob Erlendson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.