REILLY FINANCIAL ADVISORS LLC
Legal name: REILLY FINANCIAL ADVISORS
CRD #110315 SEC #801-56721 LA MESA, CA 619-698-0794
SEC Registered
Total AUM
$2.2B
Discretionary
$2.1B
Employees
43
Clients
251
Accounts
1,239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2021 | $2.2B | $2.1B | $73M | 43 | 70 |
| Sep 2021 | $2.2B | $2.1B | $73M | 43 | 70 |
| May 2021 | $1.9B | $1.8B | $59.2M | 40 | 70 |
| Feb 2021 | $1.9B | $1.8B | $59.2M | 40 | 70 |
| Jun 2020 | $1.6B | $1.5B | $56.4M | 45 | 70 |
| Mar 2020 | $1.4B | $1.3B | $47.3M | 45 | 70 |
| Nov 2019 | $1.3B | $1.3B | $43.5M | 36 | 61 |
| Nov 2019 | $1.3B | $1.3B | $43.5M | 36 | 61 |
| Mar 2019 | $1.3B | $1.3B | $43.5M | 36 | 61 |
| Jul 2018 | $1.3B | $1.2B | $69.8M | 38 | 78 |
| Jul 2018 | $1.3B | $1.2B | $69.8M | 38 | 78 |
| Mar 2018 | $1.3B | $1.2B | $69M | 38 | 78 |
| Nov 2017 | $1.2B | $1.2B | $69.1M | 34 | 88 |
| Sep 2017 | $1.2B | $1.1B | $63.3M | 34 | 900 |
| Apr 2017 | $1B | $966.4M | $57.2M | 34 | 900 |
| Mar 2017 | $1B | $966.4M | $57.2M | 34 | 900 |
| Jan 2016 | $778.2M | $760.1M | $18M | 29 | 800 |
| Aug 2015 | $754.8M | $732.3M | $22.6M | 28 | 800 |
| Jul 2015 | $754.8M | $732.3M | $22.6M | 28 | 800 |
| May 2015 | $754.8M | $732.3M | $22.6M | 28 | 800 |
| Mar 2015 | $754.8M | $732.3M | $22.6M | 28 | 800 |
| Sep 2014 | $679.1M | $679.1M | $0 | 28 | 700 |
| Mar 2014 | $611.9M | $611.9M | $0 | 28 | 700 |
| Apr 2013 | $483.5M | $483.5M | $0 | 21 | 600 |
| Mar 2013 | $483.5M | $483.5M | $0 | 21 | 600 |
| Mar 2012 | $377.1M | $377.1M | $0 | 11 | 500 |
| Mar 2010 | $242.1M | $242.1M | $0 | -- | -- |
| Mar 2009 | $157.5M | $157.5M | $0 | -- | -- |
| Nov 2007 | $238.8M | $238.8M | $0 | -- | -- |
| Aug 2007 | $223.8M | $223.8M | $0 | -- | -- |
| Feb 2007 | $212.6M | $212.6M | $0 | -- | -- |
| Mar 2006 | $172M | $172M | $0 | -- | -- |
| Nov 2005 | $154M | $154M | $0 | 10 | -- |
| Sep 2005 | $145M | $145M | $0 | 10 | -- |
| Jun 2004 | $131M | $131M | $0 | 10 | -- |
| Dec 2003 | $115.6M | $115.6M | $0 | 10 | -- |
DateNov 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$73M
Employees43
Clients70
DateSep 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$73M
Employees43
Clients70
DateMay 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$59.2M
Employees40
Clients70
DateFeb 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$59.2M
Employees40
Clients70
DateJun 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$56.4M
Employees45
Clients70
DateMar 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$47.3M
Employees45
Clients70
DateNov 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$43.5M
Employees36
Clients61
DateNov 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$43.5M
Employees36
Clients61
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$43.5M
Employees36
Clients61
DateJul 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$69.8M
Employees38
Clients78
DateJul 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$69.8M
Employees38
Clients78
DateMar 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$69M
Employees38
Clients78
DateNov 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$69.1M
Employees34
Clients88
DateSep 2017
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$63.3M
Employees34
Clients900
DateApr 2017
Total AUM$1B
Discretionary$966.4M
Non-Disc.$57.2M
Employees34
Clients900
DateMar 2017
Total AUM$1B
Discretionary$966.4M
Non-Disc.$57.2M
Employees34
Clients900
DateJan 2016
Total AUM$778.2M
Discretionary$760.1M
Non-Disc.$18M
Employees29
Clients800
DateAug 2015
Total AUM$754.8M
Discretionary$732.3M
Non-Disc.$22.6M
Employees28
Clients800
DateJul 2015
Total AUM$754.8M
Discretionary$732.3M
Non-Disc.$22.6M
Employees28
Clients800
DateMay 2015
Total AUM$754.8M
Discretionary$732.3M
Non-Disc.$22.6M
Employees28
Clients800
DateMar 2015
Total AUM$754.8M
Discretionary$732.3M
Non-Disc.$22.6M
Employees28
Clients800
DateSep 2014
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees28
Clients700
DateMar 2014
Total AUM$611.9M
Discretionary$611.9M
Non-Disc.$0
Employees28
Clients700
DateApr 2013
Total AUM$483.5M
Discretionary$483.5M
Non-Disc.$0
Employees21
Clients600
DateMar 2013
Total AUM$483.5M
Discretionary$483.5M
Non-Disc.$0
Employees21
Clients600
DateMar 2012
Total AUM$377.1M
Discretionary$377.1M
Non-Disc.$0
Employees11
Clients500
DateMar 2010
Total AUM$242.1M
Discretionary$242.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$238.8M
Discretionary$238.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees10
Clients--