What Dowling & Yahnke does

Dowling & Yahnke is an investment advisory firm headquartered in San Diego, founded in 1991, that provides comprehensive portfolio management and retirement planning solutions. Per firmographic inputs, the firm operates with 11-50 employees and serves clients through a relationship-driven advisory model under founder/CEO Dale Yahnke. The supporting data indicates the firm now operates within the Corient platform — a fee-only fiduciary wealth manager structured as a unified partnership model with 300+ Partners operating under a single global P&L and $508 billion in client assets as of June 2026. Core products span three integrated pillars: Family Office Services (including personal CFO, family office structuring, tax services, philanthropy planning, lending, real estate advisory, private aviation, and global art management); Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession); and Investment Management (with a focus on alternative investments). A Client Portal provides digital account access.

The firm's underlying technology stack is limited to a Client Portal for ongoing engagement and a web-based Contact Us flow; no proprietary AI, API, or platform technology is disclosed. Revenue is generated through AUM-based advisory fees under a fee-only fiduciary structure — recurring, subscription-like economics tied to assets under management — with pricing customized to AUM and service complexity rather than disclosed in tiers. The go-to-market is enterprise/high-touch field sales targeting ultra-high-net-worth individuals, families, and family offices, supported by an Insights content hub, a corporate LinkedIn presence, and partner/client referrals. Operating geographies span 16+ jurisdictions including the US, Canada, UK, France, Switzerland, Luxembourg, Liechtenstein, Malta, Monaco, Crown Dependencies, Israel, South Africa, and Mauritius, enabling cross-border wealth structuring for globally mobile UHNW clients.

Name

Dowling & Yahnke

Legal name

Corient Global HoldCo Limited

Website

https://dywealth.com

Company type

Private

Founded year

2026

Operating status

Operating

Headcount range

11–50 employees

Short description

Dowling & Yahnke is a San Diego-based investment advisory firm (founded 1991) now operating within the Corient fee-only fiduciary wealth platform, delivering integrated portfolio management, wealth strategy, and family office services to ultra-high-net-worth individuals, families, and family offices.

Ownership category

akta.pro rank

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Asset Management Fees: Fee-only fiduciary model charging fees on client assets under management. As stated: 'fee-only fiduciaries, we put our clients' best interests first.' Revenue derived from AUM-based fee structure typical of wealth management firms.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Dowling & Yahnke is a fee-only fiduciary investment advisory firm providing comprehensive portfolio management, retirement planning, and wealth management solutions to ultra-high-net-worth individuals, families, and family offices. Its services span investment management (including alternative investments), wealth strategy (planning, transfer, global fiduciary, family governance and succession), and family office services (personal CFO, tax, philanthropy planning, lending, real estate, private aviation, global art management).

Product overview

Corient is a wealth management firm operating as a unified partnership model. The company offers an integrated suite of services organized around three core offerings: Family Office Services (including family engagement, personal CFO, private aviation, tax services, global art management, philanthropy planning, lending, and real estate), Wealth Strategy (covering wealth planning, wealth transfer, global fiduciary services, and family governance and succession), and Investment Management (with a focus on alternative investments). The firm also provides a Client Portal for client access. With $508 billion in client assets and over 300 Partners, the firm operates as fee-only fiduciaries delivering services through a collaborative partner structure.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Comprehensive family office services including family engagement, personal CFO, private aviation, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate advisory, designed for ultra-high-net-worth individuals and families.
• Wealth Strategy Strategic wealth management including wealth planning, wealth transfer, global fiduciary services, and family governance and succession planning for high-net-worth clients.
• Investment Management Investment management services with a focus on alternative investments, managed through a unified partnership model backed by $508 billion in client assets across the broader partnership.
• Client Portal Secure online portal for clients to access their accounts and manage their wealth management relationship with the firm.
• Portfolio Management and Retirement Planning Solutions Core portfolio management and retirement planning solutions offered by Dowling & Yahnke as an investment advisory firm.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Bessemer Trust is one of the most direct comparables to Corient/Dowling & Yahnke, providing multi-generational wealth management, investment management, and family office services exclusively to ultra-high-net-worth families. Both firms are private, fee-only fiduciaries competing for the same UHNW client cohort with similar integrated service models.
• Rockefeller Capital Management: Rockefeller Capital Management operates a multi-family office and private wealth platform serving UHNW clients with investment advisory, family office, and wealth planning services. Like Corient, it operates under a partner-driven model with a strong brand and focuses on holistic wealth services rather than pure investment products.
• Brown Brothers Harriman (BBH Private Wealth): BBH's Private Wealth division serves HNW and UHNW families with investment management, wealth structuring, and family office-style services, much like Corient. Both are private, partnership-oriented advisors focused on multi-generational client stewardship.
• Glenmede: Glenmede is a privately-owned wealth manager founded by the Pew family, serving UHNW families, endowments, and foundations with investment management and wealth advisory services. It is a comparable fee-only fiduciary competitor with a similar integrated offering and emphasis on multi-generational client relationships.
• Mercer Advisors: Mercer Advisors is a national RIA serving HNW and UHNW clients with integrated investment management, financial planning, and family office services. It has grown aggressively via M&A roll-up, mirroring Corient's consolidation strategy, and competes in overlapping target markets.
• Crestwood Advisors: Crestwood Advisors is an independent, employee-owned RIA providing investment management and wealth planning to HNW and UHNW families. It is a comparable boutique-to-mid-market fiduciary competitor with a similar fee-only model and integrated advisory approach.
• GenSpring Family Offices: GenSpring is a multi-family office serving UHNW clients with investment management, wealth planning, and family governance services — directly comparable to Corient's Family Office Services offering. Both serve similar client segments with concierge-style integrated offerings.

Broad incumbents

• J.P. Morgan Private Bank: J.P. Morgan Private Bank serves UHNW individuals and families with investment management, wealth structuring, lending, and family office capabilities. It is a much broader incumbent in the same UHNW wealth advisory category, with massive scale and global reach, competing for many of Corient's prospective clients.
• Northern Trust Wealth Management (Abbot Downing): Northern Trust's Abbot Downing subsidiary is a UHNW-focused wealth management franchise offering investment management, fiduciary, and family office services. As the UHNW arm of a large public trust bank, it competes with Corient for the same client cohort but operates within a broader institutional platform.
• Goldman Sachs Private Wealth Management: Goldman Sachs Private Wealth serves ultra-high-net-worth clients with investment advisory, banking, and wealth planning services through a global platform. It competes with Corient for UHNW mandates while operating as part of a much larger bulge-bracket investment bank.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/CorientPrivateWealth
• Xx.com/dywealth
• Facebookfacebook.com/dywealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dowling & Yahnke