DOWLING & YAHNKE, LLC
Understanding SEC Peer Groups
A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.
SEC Peer Benchmark Details
PEER GROUP AVERAGE
|Percentage of AUM||Yes||105 Firms||Yes|
|Hourly Charges||No||90 Firms||Yes|
|Subscription Fees||No||108 Firms||No|
|Fixed Fees||No||67 Firms||No|
|Performance Based Fees||Yes||59 Firms||No|
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