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Richard Boyd

Reilly Financial Advisors

7777 Alvarado Road
Suite 116

La Mesa, CA 91942


We help clients define and achieve their individual financial goals.

About Reilly Financial Advisors

Reilly Financial Advisors, founded in 1999 and headquartered in the San Diego area, serves clients in the United States and more than a dozen countries worldwide. We are a fee-only registered investment advisor aimed at helping clients define and achieve their individual financial goals. As an independent advisor, we are able to provide clients with the highest level of fiduciary services, making investment decisions based solely on their best interests. At Reilly Financial Advisors, we want to serve as our clients' trusted financial partner for the long term, and as such aim to be their first point of contact for every one of their financial needs. This earnest desire to be supportive of our clients' entire financial lives (not just the part earning us money) is one of the many ways in which we stand out from our competitors. Our educated staff is composed of several master's degree recipients as well as CFA, CPA, CFP®, APMA®, CRPS®, AIF®, and RICP® professionals, and our clients benefit from the specialized knowledge these designations impart. For more information on our firm and the services we provide, please visit us at

General Information

Firm Start Year


No.of Employees




Firm CRD#


Name of Custodial Firm

Charles Schwab

I work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs


Investment Types

Stocks, Bonds, Alternative Investments, Exchange Traded Funds (ETFs)

I can meet clients in the following ways

Via Email, Via Phone, At my office, At your home, Video Conference, Our Offices, At your office


Registered Investment Advisor


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Firm Information

Firm's Number of Clients


Firm's Number of Planning Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Compensation and Fees

Fee Structure

Fee Only


For a copy of our disclosures, please visit