San Francisco/Bay Area Wealth Management
1300 El Camino Real, Suite 100, Menlo Park, CA 94025 | (800) 231-7414
KAR’s wealth management office based in San Francisco provides:
When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.
From our Bay Area office on El Camino Real, we provide wealth management services to high-net-worth individuals and families throughout San Francisco and the greater Bay Area. With KAR’s Bay Area team, we believe you’ll have a partner you can trust to help you navigate your financial future.
KAR’s wealth management services in San Francisco are comprehensive and include:
- Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
- Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
- Executive Services: KAR’s San Francisco office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
- Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s San Francisco office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.
Contact our wealth management team in the Bay Area today to meet with a KAR wealth 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 unique needs and circumstances
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 2024” was given in September 2024 and covers the year 2024. 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 2024 ranking was issued in October 2024 and covers the year 2024. 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. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.