O'Reilly Wealth Advisors LLCFinancial advisor in Carlsbad, CA

Also ranked: #20 of 165 financial planners in Carlsbad

O'Reilly Wealth Advisors LLC is a financial advisor in Carlsbad, CA, ranked #27 of 256 financial advisors in Carlsbad and rated 5.0 from 18 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Carlsbad, CAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (760) 504-6040 Website ↗

Key facts

Key facts about O'Reilly Wealth Advisors LLC
Phone	(760) 504-6040
Website	oreillywealthadvisors.com
Google rating	5.0 from 18 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves Carlsbad and 11 towns within 25 miles: Fallbrook, Camp Pendleton South, San Clemente, Oceanside, San Juan Capistrano, Vista, Dana Point, Murrieta, Wildomar, Ladera Ranch and Coto De Caza.

Based in Carlsbad, CAView on map

Questions about O'Reilly Wealth Advisors LLC

How is O'Reilly Wealth Advisors LLC ranked in Carlsbad?

O'Reilly Wealth Advisors LLC is ranked #27 of 256 financial advisors in Carlsbad by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does O'Reilly Wealth Advisors LLC serve?

Serves Carlsbad and 11 towns within 25 miles: Fallbrook, Camp Pendleton South, San Clemente, Oceanside, San Juan Capistrano, Vista, Dana Point, Murrieta, Wildomar, Ladera Ranch and Coto De Caza. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about O'Reilly Wealth Advisors LLC?

O'Reilly Wealth Advisors LLC has a rating of 5.0 from 18 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact O'Reilly Wealth Advisors LLC?

Call O'Reilly Wealth Advisors LLC on (760) 504-6040. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

O'Reilly Wealth Advisors LLC compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
O'Reilly Wealth Advisors LLC (this business)	—	69	5.0 (18)	—	—
WWM Financial	#25	69	4.8 (23)	No	No	19.7 mi
Andrew Marshall Financial, LLC	#26	69	5.0 (18)	No	No	19.7 mi
Alonso Moran: Primerica - Financial Services	#28	69	4.9 (57)	—	—	20.6 mi

See all 256 ranked financial advisors in Carlsbad