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Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 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.
Asset Alliance Corporation is a New York, NY-based company in the Financial Services sector.
Harding-Loevner Management LP is a Bridgewater, NJ-based company in the Financial Services sector.
13i Capital Corporation is a Oak Brook, IL-based company in the Financial Services sector.
Colbert Investment Management is a Miami, FL-based company in the Financial Services sector.