Reilly Financial Group
Reilly Financial Group is an independent, privately held financial advisory firm founded circa 1995 in Metuchen, New Jersey, serving individuals, families, business owners, and employees with wealth management, financial planning, retirement, insurance, trust, and succession services through Commonwealth Financial Network.
- Company typePrivate
- Founded1995
- HeadquartersMetuchen, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Reilly Financial Group does
Reilly Financial Group is a privately held, independent financial advisory firm that provides wealth management, financial planning, investment management, retirement planning, risk management, life insurance, trust services, employee benefits, and business succession planning to individuals, families, business owners, and employees. The firm was founded circa 1995-1996 and is led by Senior Partner George Reilly along with four additional partners (Bob Knoll, Robert Scrabis, Kostas Koufidis, Kate Reilly) and two further advisors (Mary Pucciarelli, Colin Gaven), supported by a 12-person internal team handling client services, operations, marketing, and administration. Its primary office is in Metuchen, New Jersey, with a second branch in Fort Myers, Florida; service delivery is entirely advisor-led through in-person or remote scheduled consultations.
The firm runs on third-party financial planning and custodial technology — eMoney, MoneyGuidePro, RightCapital, WealthScape, Investor360, AssetMark, eWealthManager, Aspire, AssetMap, City National Rochdale, Employee Navigator, Money Tree, Netx Investor, WealthBuilder, Equitable, and WealthCom — layered atop Commonwealth Financial Network, which serves as the firm's broker-dealer and Registered Investment Adviser platform. Securities and advisory services are offered through Commonwealth (Member FINRA/SIPC); fixed insurance is handled separately. No proprietary technology, AI/ML capability, app, or API is disclosed. The technology footprint is therefore an integrator of best-in-class vendor portals rather than a builder.
Revenue is generated through recurring advisory and planning fees tied to assets under management and service complexity; pricing is quote-based, set during individual client consultations with no publicly disclosed tiers. Customer acquisition is primarily referral-driven, augmented by an educational blog, webinars, financial calculators, monthly newsletters, and an annual Day of Caring community volunteer program; the firm also maintains a formal directory of 15-plus strategic alliance partners (estate attorneys, CPAs, insurance agencies, benefits consultants, and a mortgage originator) for mutual referrals. No funding rounds, M&A activity, or public-company disclosures are present in the record.
Reilly Financial Group firmographics
Firmographics- Name
- Reilly Financial Group
- Legal name
- Reilly Financial Group LLC
- Website
- https://reillyfinancialgroup.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Reilly Financial Group is an independent, privately held financial advisory firm founded circa 1995 in Metuchen, New Jersey, serving individuals, families, business owners, and employees with wealth management, financial planning, retirement, insurance, trust, and succession services through Commonwealth Financial Network.
- Ownership category
- akta.pro rank
Reilly Financial Group industry classification
Industry- Product category
- Wealth Management & Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance and Employee Benefit Funds (5251)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Reilly Financial Group is headquartered
LocationHeadquarters
- HQ city
- Metuchen
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Reilly Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Financial Advisory & Planning Fees: Revenue generated through advisory fees for comprehensive financial planning, investment management, retirement planning, risk management, and estate planning services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC. Fixed insurance products and services are offered separately.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Reilly Financial Group product offering
Product offeringCore offering
Reilly Financial Group is an independent registered investment adviser that delivers team-based financial planning, investment management, retirement planning, life insurance/risk management, trust services, employee benefits, and business succession planning to individuals, families, and business owners. Securities and advisory execution are channeled through Commonwealth Financial Network (Member FINRA/SIPC), while fixed insurance products and services are offered separately.
Product overview
Reilly Financial Group offers a comprehensive suite of financial advisory services built around a team-based approach. The core offerings include Financial Planning, Investment Management, Retirement Planning, Life Insurance/Risk Management, Trust Services, Employee Benefits, and Succession Planning. Services are provided for individuals, families, and business owners across every stage of life. The firm integrates multiple client account portal platforms (Investor360, eMoney, MoneyGuide, RightCapital, WealthScape, and others) to provide clients with account access and planning tools. Securities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service that helps clients organize their financial life, identify and manage risks, develop appropriate investment strategies, and track progress toward their goals. Includes creation of a personalized financial website for clients.
- Investment Management Customized investment management services that consider client-specific goals, risk tolerance, time horizon, financial position, and ability to save. Includes portfolio building, rebalancing, fee minimization, and coordination with other advisors.
- Retirement Planning Comprehensive retirement planning services for individuals and businesses, including plan design and implementation (401k, 403b, Defined Benefit, Cash Balance), investment selection and monitoring, employee education, and fiduciary compliance services for plan sponsors.
- Life Insurance (Risk Management) Risk management through life insurance products including Term Life, Whole Life, Universal Life, Variable Universal Life, and Survivorship Life Insurance, providing financial protection for families and estate planning solutions.
- Trust Services Trust arrangement services for wealth transfer to heirs or charitable organizations, including investment management of trust assets, tax reporting, cash management, and asset distribution administration.
- Employee Benefits Customized employee benefits package design including annuities, disability income insurance, executive benefit programs, group life insurance, long-term care insurance, and retirement plans to attract and retain key employees.
- Succession Planning Business succession planning services addressing ownership transitions, disability and death threats to businesses, including buy-sell agreements using life and disability insurance.
Companies that use Reilly Financial Group
Customer profileSegments3 records
Ideal customer profiles2 records
Reilly Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
Reilly Financial Group partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered minor and core.
- Giordano, Halleran and CieslaminorLaw firm providing estate and tax planning legal services. Attorney Timothy J. Dengler, located at 125 Half Mile Road, Suite 300, Red Bank, NJ 07701. Listed as a strategic alliance partner for estate and tax planning referrals.
- Saul Ewing Arnstein & Lehr LLPminorLaw firm partner Russell J. Fishkind, located at 650 College Rd, E #4000, Princeton, NJ 08540. Listed as strategic alliance for estate and tax planning referrals.
- Charles A. Mantione CPA LLCminorCPA firm led by Chuck Mantione, CPA, CITP, CGMA, at 110 Becket Way Building 6, Morganville, NJ 07751. Strategic alliance for tax planning referrals.
- David M. Campanella CPA, MST, CFFminorPartner and Director of Taxation & Management Consulting at 22 Horseneck Rd, Fairfield, NJ 07004. Strategic alliance for tax planning referrals.
- Mason Griffin & PiersonminorLaw firm represented by Valerie Howe, Esq., at 101 Poor Farm Rd. Strategic alliance for estate planning referrals.
- Singleton, LLCminorLaw firm represented by Brian D. Singleton, Esq., at 363 Route 46 West, Suite 140. Strategic alliance for estate planning referrals.
- Whitlock Canter, LLCminorLaw firm represented by David K. Whitlock, Esq., at 80 NJ-4, #170, Paramus, NJ 07652. Strategic alliance for estate planning referrals.
- HBK CPAs & ConsultantsminorAccounting firm represented by Antonio Ribeira at 101 Crawfords Corner Rd Suite 2216, Holmdel, NJ 07733. Strategic alliance for tax planning referrals.
- Capital Benefits, LLCminorBenefits consulting firm led by Joe C. Ablahani, President, at 363 US-46 West, Suite 140. Strategic alliance for employee benefits and business planning referrals.
- Nottingham InsuranceminorInsurance firm with partners Jack Blair, Greg Blair & Peter Toft, at 2277 NJ 33, Hamilton Square, NJ 08690. Strategic alliance for business benefits and insurance referrals.
- The Schenck Agency, Inc.minorInsurance agency led by William Jeney, President, at 495 Main St, Metuchen, NJ 08840. Strategic alliance for insurance and benefits referrals.
- Alera GroupminorBenefits and insurance group represented by Vladimir St. Phard, President & CEO, at 125 Railroad Ave. Suite 2, Hightstown, NJ 08520. Strategic alliance for business benefits planning referrals.
- Robert G. Haggan II Insurance AgencyminorIndependent insurance agency led by Robert Haggan II, at 2850 Yorktowne Blvd, Ste 24, Brick, NJ 08723. Strategic alliance for insurance referrals.
- Greg Knox (U.S. Bank Mortgage)minorSenior Mortgage Loan Originator at U.S. Bank, 240 Cedar Knolls Rd STE 310, Cedar Knolls, NJ 07927. Strategic alliance for mortgage and real estate financing referrals.
- Commonwealth Financial NetworkcoreSecurities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. RFG uses Commonwealth's technology platforms including Investor360 for client account access and management. Commonwealth provides market commentary authored by Chris Fasciano, Chief Market Strategist, and quarterly Health. Wealth. Wisdom. publications.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Reilly Financial Group competitors and assessment
Company assessmentBroad incumbents
- Cetera Financial Group: Major independent broker-dealer and RIA platform hosting advisor practices offering comprehensive planning and investment management — comparable delivery model via affiliated RIAs.
- Commonwealth Financial Network: Large independent broker-dealer and RIA platform through which RFG operates. Affiliated RIAs of similar size use Commonwealth's custodian and technology stack, making it both an operational partner and the closest reference set for comparable independent practices.
- Focus Financial Partners: National partnership of independent RIAs and wealth management firms — provides a reference point for RIA roll-up economics, M&A multiples, and the strategic-acquirer landscape relevant to a small RIA.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisor-led wealth management practices similar in structure to RFG — relevant as both an alternative broker-dealer and as a benchmark for affiliated practice economics.
- Creative Planning: Large national RIA offering comprehensive financial planning, investment management, retirement, and estate services — broader scale than RFG but operates the same full-service advisory model.
Direct peers
- Buckingham Strategic Wealth: Independent RIA delivering evidence-based financial planning and investment management to households and businesses — comparable comprehensive-planning model with similar advisor-led delivery.
- Wescott Financial Advisory Group: Mid-Atlantic fee-only RIA providing comprehensive wealth management, retirement planning, and estate services to individuals and families — closely aligned service model and target client profile.
- Halbert Hargrove: Independent fee-only RIA delivering comprehensive wealth management, retirement, and estate planning to individuals and families — closely aligned service model with similar advisor-led, team-based delivery.
- Modera Wealth Management: New Jersey-based independent RIA offering comprehensive financial planning, investment management, and retirement advisory to individuals, families, and small businesses — directly comparable in geography, scale, and service mix to Reilly Financial Group.
Regional players
- Kovack Securities: Independent broker-dealer and RIA operating in the Southeast U.S. with comprehensive financial planning and retirement services — comparable scale and model, with a Florida footprint relevant to RFG's Fort Myers branch.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Reilly Financial Group social profiles
Digital presenceReilly Financial Group compliance and trust
Trust signalCompliance3 records
Reilly Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Reilly Financial Group leadership team
Management profileNumber of profiles
Profiles18 records
Reilly Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Reilly Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Reilly Financial Group
What does Reilly Financial Group do?
Reilly Financial Group is an independent registered investment adviser that delivers team-based financial planning, investment management, retirement planning, life insurance/risk management, trust services, employee benefits, and business succession planning to individuals, families, and business owners. Securities and advisory execution are channeled through Commonwealth Financial Network (Member FINRA/SIPC), while fixed insurance products and services are offered separately.
Is Reilly Financial Group a public or private company?
Reilly Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Reilly Financial Group founded?
Reilly Financial Group was founded in 1995. It employs 11 to 50 people.
Where is Reilly Financial Group based?
Reilly Financial Group is headquartered in Metuchen, United States, in the North America region.
How does Reilly Financial Group make money?
One revenue line is on record: financial Advisory & Planning Fees.
Who are Reilly Financial Group's main competitors?
Broad incumbents on record are Cetera Financial Group, Commonwealth Financial Network, Focus Financial Partners, LPL Financial and Creative Planning. Direct peers are Buckingham Strategic Wealth, Wescott Financial Advisory Group, Halbert Hargrove and Modera Wealth Management. Kovack Securities is listed as a regional player.
Does Reilly Financial Group have an API?
No public API is recorded for Reilly Financial Group.
What industry is Reilly Financial Group in?
Reilly Financial Group's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.