Reilly Financial Advisors

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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.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 7
Percentage of Advisors Trusted 79%
Minimum Investment $500,000
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

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