Reilly Financial Advisors

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Trust Score 97%
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Reilly Financial Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 35 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.

Last updated: September 21st, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) 241 / 7,646
Top Advisors View Advisors
Minimum Investment $500,000
Average Client Balance $363,900
Dually-Registered No
Disciplinary History No
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, MI, MN, MS, MO, MT, NE, NV, NH, NM, NC, ND, OH, OK, OR, SC, SD, TX, UT, VA, WA, WI

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