Reilly Financial Advisors

Reilly Financial Advisors (CRD# 110315) is a financial advisory firm headquartered in La Mesa, CA. They manage $778,166,720 in 2,133 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    778
    MILLION
  • Total Number of Accounts
    2,133
    ACCOUNTS
  • Average Account Value
    $364,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, LA, MI, MN, MO, MS, MT, ND, NE, NH, NM, NV, OH, OK, OR, SC, SD, TX, UT, WA, WI

Financial Advisors at Reilly Financial Advisors
Showing 1 - 10 of 22 top financial advisors.
1
David J. Cariani
CRD#: 4950458
7777 Alvarado Road, Suite 116, La Mesa, CA 91942
96
Wealthminder
score

David Cariani (CRD# 4950458) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 12 years of experience in the finance industry.

2
Andrew J. Demos
CRD#: 2395930
7777 Alvarado Road, Suite 116, La Mesa, CA 91942
96
Wealthminder
score

Andrew Demos (CRD# 2395930) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 15 years of experience in the finance industry. Andrew Demos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew R. Griffith
CRD#: 4281245
7777 Alvarado Road, Suite 116, La Mesa, CA 91941
96
Wealthminder
score

Matthew Griffith (CRD# 4281245) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 16 years of experience in the finance industry. Matthew Griffith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kevin P. Kelley
CRD#: 2272360
7777 Alvarado Road, Suite 116, La Mesa, CA 91941
96
Wealthminder
score

Kevin Kelley (CRD# 2272360) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 25 years of experience in the finance industry. Kevin Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
James C. Neidert
CRD#: 4920821
7777 Alvarado Road, Suite 116, La Mesa, CA 91942
96
Wealthminder
score

James Neidert (CRD# 4920821) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 11 years of experience in the finance industry. James Neidert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Carolyn M. Russell
CRD#: 4032971
7777 Alvarado Road, Suite 116, La Mesa, CA 91942
96
Wealthminder
score

Carolyn Russell (CRD# 4032971) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 14 years of experience in the finance industry. Carolyn Russell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Lawrence F. Yanoff
CRD#: 1011472
7777 Alvarado Road, Suite 116, La Mesa, CA 91942
96
Wealthminder
score

Lawrence Yanoff (CRD# 1011472) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 26 years of experience in the finance industry. Lawrence Yanoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Bradley Berman
CRD#: 2623214
7777 Alvarado Road, Suite 116, La Mesa, CA 91941
93
Wealthminder
score

Bradley Berman (CRD# 2623214) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 22 years of experience in the finance industry.

9
Damian J. Dufour
CRD#: 5372514
7777 Alvarado Road, Suite 116, La Mesa, CA 91942
93
Wealthminder
score

Damian Dufour (CRD# 5372514) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 10 years of experience in the finance industry.

10
Scott U. Fortney
CRD#: 3009870
2825 E. Cottonwood Parkway, Suite 500, Salt Lake City, UT 84121
93
Wealthminder
score

Scott Fortney (CRD# 3009870) is an Investment Advisor Representative working at Reilly Financial Advisors in Salt Lake City, UT and has over 19 years of experience in the finance industry.

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