Newport Beach Wealth Management
23 Corporate Plaza Dr #150, Newport Beach, CA 92660 | (800) 231-7414
KAR’s Newport Beach 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. KAR is ranked #5 on Barron’s Top 100 Independent Advisors list. This is the eleventh consecutive year that the firm has been ranked in the top 10*. KAR is also ranked #8 on Forbes’ 2023 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.
Kayne Anderson Rudnick’s Newport Beach office is conveniently located at Suite 150E, 23 Corporate Plaza Drive, just north of the Coast Highway. With KAR’s Newport Beach wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future.
Our wealth management services include:
- Investment Advisory
- Retirement, Tax, and Charitable Planning
- Asset, Liability, and Cash Flow Analysis
- Risk Mitigation
- Estate Review
Contact our Newport Beach 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.
Senior Wealth Advisors
Other Professionals
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.