/PRNewswire/ Dowling & Yahnke Wealth Advisors (the Firm), currently managing over $6.1 billion of assets for more than 1,400 clients, is proud to announce.
/PRNewswire/ Dowling & Yahnke Wealth Advisors (the Firm), currently managing over $6.1 billion of assets for more than 1,400 clients, is proud to announce.
/PRNewswire/ Dowling & Yahnke Wealth Advisors (the Firm), currently managing over $5.7 billion of assets for over 1,300 clients, is proud to announce that.
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Toronto-based CI Financial is acquiring Dowling & Yahnke, LLC (D&Y), a San Diego-based registered investment advisor (RIA) with approximately US$5.1 billion in assets, the firm announced Monday.
The deal for D&Y, CI Financial’s second-largest RIA acquisition to date, will give CI a total of approximately US$63 billion in assets in the U.S. It represents the firm’s 18th RIA acquisition, including acquisitions made by CI-affiliated RIAs, since January 2020.
D&Y, which was founded in 1991 and does business as Dowling & Yahnke Wealth Advisors, provides comprehensive investment management and financial planning services to over 1,300 clients, primarily individuals, families and non-profit organizations.