Los Angeles Wealth Management Firm

2000 Avenue of the Stars, Suite 1110 Los Angeles, CA 90067 | (800) 231-7414

 

KAR’s Los Angeles wealth management team has been providing wealth management solutions since 1984. When John Anderson, Richard Kayne, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments that has remained at the core of our approach. The firm is ranked #5 on Barron’s Top 100 Independent Advisors list. This is the eleventh consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #8 on Forbes’ Top RIA list. Our Wealth Management group has a 96% client retention rate, which we believe reflects our unwavering commitment to helping our clients achieve their financial goals.

 

From our office on the Avenue of the Stars, conveniently accessible by Santa Monica Boulevard, we provide our financial planning and wealth management services from San Diego to Santa Barbara. With KAR’s Los Angeles wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future.

 

Our wealth management services are comprehensive, including:

Contact our Los Angeles wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

 

Let’s get started.

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
I am an avid golfer and used to play on the University of St Andrews golf team.Learn more.

Curt M. Biren, CPWA®

Senior Wealth Advisor
My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor
I love to cook and can prepare a mean halibut osso buco and chicken biryani.Learn more.

Spuds Powell, CPWA®

Managing Director

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Co-Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I spend all my free time riding my horse, Cambridge, preparing him for the show ring.Learn more.

Bridget E. Costello, CFP®

Wealth Advisor
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®, CPWA®

Wealth Advisor
Oren is an outdoor enthusiast and has camped in 10 national parks so far.Learn more.

Oren Cabir, CFA

Wealth Advisor
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Senior Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Senior Investment Advisor Associate - Senior Team Lead
I am a pastry chef and I enjoy experimenting with new desserts in my free time. Learn more.

Lorrie Hanson

Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
I love playing soccer and have played all throughout my youth, in high school (on 3 different teams at once) and some in college. Learn more.

Hannah McNally

Senior Investment Advisor Associate
I have no relation to Professor Moriarty of Sherlock Holmes fame. Learn more.

Erin Moriarty

Investment Advisor Associate
I enjoy going to concerts. Among my favorite groups are Chicago, Hall & Oates and Earth, Wind and Fire.Learn more.

Beth Romer

Senior Investment Advisor Associate
How Can We Help?

Our goal at KAR is to provide the highest level of personal service. So feel free to reach out and we’ll be happy to assist you.

 

For General Inquiries:

(800) 231-7414

 

Contact Our Team:
Wealth Management

Contact - WM

Contact Form for Wealth Management

*The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

The Forbes Top RIA Firms 2023 ranking was issued in October 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

As of December 31, 2023 and is updated annually.

 

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.