San Diego—March 1, 2021—Reilly Financial Advisors has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today.

Reilly Financial Advisors was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

“It is such an honor for RFA to be named a top place to work for financial advisors by InvestmentNews,” said President Frank Reilly of Reilly Financial Advisors. “This ranking is a testament to the firm culture my executive team and I have worked hard to cultivate over the last twenty-plus years. Because we value each member of the RFA team like family, we aim to reduce stress and provide a proper work-life balance through 39-hour work weeks, 100% paid medical premiums for all employees and their families, paid time off for volunteering, biennial Disneyland passes after three years of employment, and various other perks. When new advisors join the RFA team, it’s not uncommon for them to experience a brief culture shock—but in the best kind of way.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

Disclosure: Source: InvestmentNews “Best Places to Work for Financial Advisors” 2021.

InvestmentNews is a registered trademark, all rights reserved. InvestmentNews works with Best Companies Firm (BCG) to conduct the survey, analysis, and results. The rankings are based upon survey responses provided by participating employees and employers, including data provided by Reilly Financial Advisors (“RFA”). InvestmentNews and BCG indicates that its assessment and corresponding ranking is a two-part process designed to gather detailed data about each participating company.  In part one, the employer completes a questionnaire regarding company policies, practices and demographics. In part two, employees of the company complete an employee survey consisting of statements that employees respond to on a five point agreement scale. Employees complete a survey of in-depth statements using a scale of 5 points ranging from “agree strongly” to “disagree strongly.” The survey also includes seven (7) demographic and two (2) open-ended questions. Scores from the employee survey represent three-quarters of the weight of the final rankings. The workplaces are ranked based on this data.

Participating companies do not pay a fee to be eligible for the “Best Places to Work for Financial Advisors.” RFA and its employees responded electronically, and therefore did not pay participation fees. 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 companies) and unfavorable ratings (to the extent that RFA is ranked below other companies). RFA is ranked in the “30-49 Employees” category, which refers to employers who have between 30 and 49 U.S. employees that also meet the following eligibility criteria:  must be in business a minimum of one year; have a minimum of 15 U.S. employees; and be a registered investment advisors (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually-registered firm affiliated with an IBD and doing business though an RIA. 

BCG does not publish, nor is RFA aware of the percentage of other advisers or other entities 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.

The ranking list itself is available at the following link: https://bestplacesforadvisers.com/30-49-employees/

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