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Last updated: December 6th, 2019. Data source: SEC filings.
Reilly Financial Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 38 state(s) with a licensed staff of 19 advisors. Reilly Financial Advisors manages $1.3 billion and provides investment advisory services for 3,667 clients (1:193 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||79%|
|Average Client Balance||$363,900|
|Total AUM||$1.3 billion|
|Advisor / Client Ratio||1:193|
|Headquarters||LA Mesa, CA|
|SEC Filings||Forms and Brochures (CRD # 110315)|
|State(s) Registered||AK, AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, IA, KS, LA, MA, MI, MN, MS, MO, MT, NE, NV, NH, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI|