Frank Reilly, President of La Mesa-Based Reilly Financial Advisors, Named to Barron’s Top 100 Independent Financial Advisors List for the Sixth Year in a Row
Upon being notified that he had once again made the list, Mr. Reilly had this to say: “I’m elated to be named a 2021 Barron’s Top 100 Independent Advisor. Making this list six years running is an honor that, in my view, belongs to the whole team here at Reilly Financial Advisors. Helping our clients define and achieve their individual financial goals is truly its own reward, and being recognized by such a reputable publication is just the icing on the cake.”
Source: Barron’s “America’s Top 100 Independent Financial Advisors,” September 2021 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: including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work and, of course, their compliance records. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple subcalculations. The rating may not be representative of any one client’s experience because the ranking does not take into account any client responses. The rating is not indicative of the Financial Advisor’s past or future performance. Neither RFA 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 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: https://www.barrons.com/advisor/report/top-financial-advisors/independent.