Frank Reilly, President of La Mesa-Based Reilly Financial Advisors, Named to Barron’s Top 100 Independent Financial Advisors List for the Fifth Year in a Row
When notified that he had made the list, Frank Reilly had this to say: “I am thrilled to be named a 2020 Top 100 Independent Advisor by Barron’s. Making this list five years in a row is a true honor that wouldn’t have been possible without the wonderful team here at Reilly Financial Advisors. Helping our clients define and achieve their individual financial goals is its own reward, and being recognized is just the icing on the cake.”
Source: Barron’s “America’s Top 100 Independent Financial Advisors,” September 16, 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s “America’s Top 100 Independent Financial Advisors” bases its rankings upon data provided by individual advisers and their firms, including submissions by Reilly Financial Advisors (“RFA”). Baron’s bases its ratings on qualitative criteria: professionals with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance. Neither THE FIRM nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Neither RFA nor any other participating advisers paid a fee to be eligible for the “America’s Top 100 Independent Financial Advisors” ranking. RFA is unaware of any undisclosed facts that could potentially invalidate the appropriateness of the ranking. By virtue of disclosing this ranking, RFA is disclosing favorable ratings (to the extent that RFA is ranked above other advisors) and unfavorable ratings (to the extent that RFA is ranked below other advisors). Barron’s does not publish, nor is RFA aware of, the percentage of other advisers that received the applicable ranking. The ranking may not be representative of any one client’s experience because of the way in which it is calculated. The ranking is absolutely not indicative of RFA’s future performance—or of any future performance pertaining to its clients’ investments. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if RFA is engaged, nor should it be construed as a current or past endorsement by any of its clients. A copy of RFA’s current written disclosure statement discussing its advisory services and fees remains available upon request.
Barron’s ranking list is available at the following link: