DOWLING & YAHNKE, LLC
CRD #107672 SEC #801-29274 SAN DIEGO, CA 858-509-9500
SEC Registered
Total AUM
$6.1B
Discretionary
$6B
Employees
56
Clients
101
Accounts
4,834
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $6.1B | $6B | $124M | 56 | 0 |
| Sep 2022 | $6.1B | $6B | $124M | 56 | 0 |
| Jun 2022 | $6.1B | $6B | $124M | 56 | 0 |
| Apr 2022 | $6.1B | $6B | $124M | 56 | 0 |
| Mar 2022 | $6.1B | $124M | $6B | 56 | 0 |
| Jul 2021 | $5.7B | $5.6B | $102.7M | 54 | 0 |
| Jul 2021 | $5.7B | $5.6B | $102.7M | 54 | 0 |
| Jul 2021 | $5.7B | $5.6B | $102.7M | 54 | 0 |
| Apr 2021 | $5.7B | $5.7B | $0 | 54 | 0 |
| Mar 2021 | $5.5B | $5.5B | $0 | 54 | 0 |
| Dec 2020 | $4.7B | $4.7B | $0 | 54 | 1 |
| Jun 2020 | $4.7B | $4.7B | $0 | 54 | 1 |
| Mar 2020 | $4.7B | $4.7B | $0 | 54 | 1 |
| Jan 2020 | $4.7B | $4.7B | $0 | 44 | 1 |
| Oct 2019 | $4.5B | $4.5B | $0 | 44 | 1 |
| Oct 2019 | $4.5B | $4.5B | $0 | 44 | 1 |
| Sep 2019 | $4.4B | $4.4B | $0 | 44 | 1 |
| Sep 2019 | $4.4B | $4.4B | $0 | 44 | 1 |
| Jul 2019 | $4.4B | $4.4B | $0 | 44 | 1 |
| Jul 2019 | $4.2B | $4.2B | $0 | 44 | 1 |
| May 2019 | $4.2B | $4.2B | $0 | 44 | 1 |
| Apr 2019 | $4.2B | $4.2B | $0 | 44 | 1 |
| Mar 2019 | $3.8B | $3.8B | $0 | 44 | 1 |
| Jan 2019 | $3.8B | $3.8B | $0 | 40 | 2 |
| Nov 2018 | $4.1B | $4.1B | $0 | 40 | 2 |
| Oct 2018 | $4.1B | $4.1B | $0 | 40 | 2 |
| Oct 2018 | $4B | $4B | $0 | 40 | 2 |
| Jul 2018 | $4B | $4B | $0 | 40 | 2 |
| May 2018 | $3.9B | $3.9B | $0 | 40 | 2 |
| Apr 2018 | $3.9B | $3.9B | $0 | 40 | 2 |
| Mar 2018 | $4B | $4B | $0 | 40 | 2 |
| Feb 2018 | $4B | $4B | $0 | 37 | 2 |
| Jan 2018 | $4B | $4B | $0 | 37 | 2 |
| Nov 2017 | $3.8B | $3.8B | $0 | 37 | 2 |
| Oct 2017 | $3.8B | $3.8B | $0 | 37 | 2 |
| Sep 2017 | $3.6B | $3.6B | $0 | 38 | 1,100 |
| Aug 2017 | $3.6B | $3.6B | $0 | 38 | 1,100 |
| Jul 2017 | $3.6B | $3.6B | $0 | 38 | 1,100 |
| May 2017 | $3.6B | $3.6B | $0 | 38 | 1,100 |
| Apr 2017 | $3.6B | $3.6B | $0 | 38 | 1,100 |
| Mar 2017 | $3.4B | $3.4B | $0 | 38 | 1,100 |
| Jan 2017 | $3.4B | $3.4B | $0 | 34 | 1,000 |
| Dec 2016 | $3.3B | $3.3B | $0 | 34 | 1,000 |
| Oct 2016 | $3.3B | $3.3B | $0 | 34 | 1,000 |
| Aug 2016 | $3.2B | $3.2B | $0 | 34 | 1,000 |
| Jul 2016 | $3.2B | $3.2B | $0 | 34 | 1,000 |
| Apr 2016 | $3.1B | $3.1B | $0 | 34 | 1,000 |
| Mar 2016 | $3B | $3B | $0 | 34 | 1,000 |
| Jan 2016 | $3B | $3B | $0 | 32 | 1,000 |
| Nov 2015 | $2.9B | $2.9B | $0 | 32 | 1,000 |
| Oct 2015 | $2.9B | $2.9B | $0 | 32 | 1,000 |
| Jul 2015 | $3B | $3B | $0 | 32 | 1,000 |
| Apr 2015 | $3B | $3B | $0 | 32 | 1,000 |
| Mar 2015 | $2.9B | $2.9B | $0 | 32 | 1,000 |
| Jan 2015 | $2.9B | $2.9B | $0 | 31 | 1,000 |
| Oct 2014 | $2.8B | $2.8B | $0 | 31 | 1,000 |
| Jul 2014 | $2.8B | $2.8B | $0 | 31 | 1,000 |
| Apr 2014 | $2.8B | $2.8B | $0 | 31 | 1,000 |
| Mar 2014 | $2.6B | $2.6B | $0 | 31 | 1,000 |
| Jan 2014 | $2.6B | $2.6B | $0 | 28 | 900 |
| Oct 2013 | $2.5B | $2.5B | $0 | 28 | 900 |
| Oct 2013 | $2.3B | $2.3B | $0 | 28 | 900 |
| Oct 2013 | $2.3B | $2.3B | $0 | 28 | 900 |
| Jul 2013 | $2.3B | $2.3B | $0 | 28 | 900 |
| Apr 2013 | $2.3B | $2.3B | $0 | 28 | 900 |
| Mar 2013 | $2.2B | $2.2B | $0 | 28 | 900 |
| Jan 2013 | $2.2B | $2.2B | $0 | 23 | 900 |
| Nov 2012 | $2.1B | $2.1B | $0 | 23 | 900 |
| Oct 2012 | $2.1B | $2.1B | $0 | 23 | 900 |
| Jul 2012 | $2.1B | $2.1B | $0 | 11 | 900 |
| Apr 2012 | $2.1B | $2.1B | $0 | 11 | 900 |
| Mar 2012 | $2B | $2B | $0 | 11 | 900 |
| Jul 2011 | $1.7B | $1.7B | $0 | -- | -- |
| Jun 2011 | $1.7B | $1.7B | $0 | -- | -- |
| Apr 2011 | $1.7B | $1.7B | $0 | -- | -- |
| Mar 2011 | $1.7B | $1.7B | $0 | -- | -- |
| Jan 2011 | $1.7B | $1.7B | $0 | -- | -- |
| Oct 2010 | $1.6B | $1.6B | $0 | -- | -- |
| Jul 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Apr 2010 | $1.5B | $1.5B | $0 | -- | -- |
| Mar 2009 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2008 | $1.3B | $1.3B | $0 | -- | -- |
| Oct 2007 | $1.2B | $1.2B | $0 | -- | -- |
| Oct 2007 | $1.2B | $1.2B | $0 | -- | -- |
| Mar 2007 | $1.2B | $1.2B | $0 | -- | -- |
| Mar 2006 | $982.6M | $982.6M | $0 | -- | -- |
| Aug 2004 | $665.3M | $659.9M | $5.4M | -- | -- |
| Mar 2002 | $453.6M | $449.8M | $3.8M | 10 | -- |
DateMar 2023
Total AUM$6.1B
Discretionary$6B
Non-Disc.$124M
Employees56
Clients0
DateSep 2022
Total AUM$6.1B
Discretionary$6B
Non-Disc.$124M
Employees56
Clients0
DateJun 2022
Total AUM$6.1B
Discretionary$6B
Non-Disc.$124M
Employees56
Clients0
DateApr 2022
Total AUM$6.1B
Discretionary$6B
Non-Disc.$124M
Employees56
Clients0
DateMar 2022
Total AUM$6.1B
Discretionary$124M
Non-Disc.$6B
Employees56
Clients0
DateJul 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$102.7M
Employees54
Clients0
DateJul 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$102.7M
Employees54
Clients0
DateJul 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$102.7M
Employees54
Clients0
DateApr 2021
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees54
Clients0
DateMar 2021
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees54
Clients0
DateDec 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees54
Clients1
DateJun 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees54
Clients1
DateMar 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees54
Clients1
DateJan 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees44
Clients1
DateOct 2019
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees44
Clients1
DateOct 2019
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees44
Clients1
DateSep 2019
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees44
Clients1
DateSep 2019
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees44
Clients1
DateJul 2019
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees44
Clients1
DateJul 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees44
Clients1
DateMay 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees44
Clients1
DateApr 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees44
Clients1
DateMar 2019
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees44
Clients1
DateJan 2019
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees40
Clients2
DateNov 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees40
Clients2
DateOct 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees40
Clients2
DateOct 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees40
Clients2
DateJul 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees40
Clients2
DateMay 2018
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees40
Clients2
DateApr 2018
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees40
Clients2
DateMar 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees40
Clients2
DateFeb 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees37
Clients2
DateJan 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees37
Clients2
DateNov 2017
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees37
Clients2
DateOct 2017
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees37
Clients2
DateSep 2017
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees38
Clients1,100
DateAug 2017
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees38
Clients1,100
DateJul 2017
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees38
Clients1,100
DateMay 2017
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees38
Clients1,100
DateApr 2017
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees38
Clients1,100
DateMar 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees38
Clients1,100
DateJan 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees34
Clients1,000
DateDec 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees34
Clients1,000
DateOct 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees34
Clients1,000
DateAug 2016
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees34
Clients1,000
DateJul 2016
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees34
Clients1,000
DateApr 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees34
Clients1,000
DateMar 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees34
Clients1,000
DateJan 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees32
Clients1,000
DateNov 2015
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees32
Clients1,000
DateOct 2015
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees32
Clients1,000
DateJul 2015
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees32
Clients1,000
DateApr 2015
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees32
Clients1,000
DateMar 2015
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees32
Clients1,000
DateJan 2015
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees31
Clients1,000
DateOct 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees31
Clients1,000
DateJul 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees31
Clients1,000
DateApr 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees31
Clients1,000
DateMar 2014
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees31
Clients1,000
DateJan 2014
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees28
Clients900
DateOct 2013
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees28
Clients900
DateOct 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees28
Clients900
DateOct 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees28
Clients900
DateJul 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees28
Clients900
DateApr 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees28
Clients900
DateMar 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees28
Clients900
DateJan 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees23
Clients900
DateNov 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees23
Clients900
DateOct 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees23
Clients900
DateJul 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees11
Clients900
DateApr 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees11
Clients900
DateMar 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees11
Clients900
DateJul 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$982.6M
Discretionary$982.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$665.3M
Discretionary$659.9M
Non-Disc.$5.4M
Employees--
Clients--
DateMar 2002
Total AUM$453.6M
Discretionary$449.8M
Non-Disc.$3.8M
Employees10
Clients--