To hear Frank Reilly tell the story, the roots of his $470 million RIA firm go back 38 years, to a couple of airplane tickets.

“We had neighbors who were teachers,” said Reilly, president of La Mesa, Calif., based Reilly Financial Advisors. “They had just returned from working in Saudi Arabia, coming back to the U.S. with money to invest. They asked my father, who was in the investment business, for advice.”

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