Reilly Financial Advisors - Ownership and Business Overview

Financial ServicesCompany

Reilly Financial Advisors Ownership

Who owns Reilly Financial Advisors?

Reilly Financial Advisors is owned by Creative Planning. It was acquired on January 18, 2022.

Reilly Financial Advisors Business Overview

Where is Reilly Financial Advisors headquartered?

Reilly Financial Advisors is headquartered in La Mesa, California.

What sector is Reilly Financial Advisors in?

Reilly Financial Advisors is a financial services company.

When was Reilly Financial Advisors founded?

Reilly Financial Advisors was founded in 1999.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 228 acquisitions of financial services companies in 2022, including 25 acquisitions by private equity firms, and 203 by strategics.

Reilly Financial Advisors

Reilly Financial Advisors

7777 Alvarado Road, Suite 116,
La Mesa, California 91942
United States,
(800) 682-3237
www.rfadvisors.com

Reilly Financial Advisors provides clients to achieve their financial goals. and also specializes in corporate retirement plans and working with an international clientele. Reilly Financial Advisors was founded in 1999 and is based in La Mesa, California.


Company Summary

SECTOR

Financial Services

Established

1999

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