NAPA Net Magazine bases its rankings upon data provided by individual advisers, including submissions by Reilly Financial Advisors (“RFA”). Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners.  Nominees had to be retirement plan advisors with their own book of business, and had to be less than 40 years of age.

Nominees are required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors.

 

Neither RFA nor any other participating advisers paid a fee to be eligible for the “2019 Young Guns Top Plan Advisors Under 40” 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).  NAPA 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 NAPA’s “2019 Young Guns Top Plan Advisors Under 40” is and the ranking is available at: https://www.napa-net.org/industry-lists/young-guns/.

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