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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.
Alesco Advisors is a Pittsford, NY-based company in the Financial Services sector.
CleanTech Group is a San Francisco, CA-based company in the Financial Services sector.
Peregrine Group is a Dallas, TX-based company in the Financial Services sector.
NewOak Capital LLC is one of the leading companies in the Financial Services sector.