Frank Reilly, President of La Mesa-based Reilly Financial Advisors, was named on the 2017 Barron’s Top 100 Independent Financial Advisors list.
“I couldn’t be more proud,” said President Frank Reilly regarding the honor of being named. “We couldn’t have done this without the fantastic team that we’ve put together at RFA. We all work together toward the common goal of helping our clients define and achieve their individual financial goals. And I believe that our team commitment to our core values and core purpose are what truly helped us win this award,” continued Frank.
According to the Official Barron’s Report:
“Independent financial advisors are a fast- growing group. And many of them attribute their success to delivering a Fiduciary Standard of client-care – in which clients’ interests are placed first and foremost. Independents generally position themselves as objective champions of their clients’ financial success.”
Source: Barron’s “America’s Top 100 Independent Financial Advisors,” September 5, 2017. 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”). Barron’s confirms that data via regulatory databases, cross-checks with securities firms and conversations with individual advisers. The ranking reflects “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.” The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. A ranking of “N” denotes an advisor who is new to the list. The formula Barron’s uses to rank advisers is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an adviser’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each adviser’s regulatory record.
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 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.
Additional information about Barron’s “America’s Top 100 Independent Financial Advisors” is available at the following link: http://www.barrons.com/report/top-financial-advisors?mod=BOL_Nav_TAD_hpp; and the ranking list itself is available at the following link: http://www.barrons.com/report/top-financial-advisors/independent/2017