Press Release

Spuds Powell Ranked #3 U.S. Financial Advisor in California

March 30, 2023

Barron's 2023 Top 1200 U.S. Financial Advisors

Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR) Wealth Advisors, and the KAR Wealth Advisory team have ranked third within the state of California on the Barron’s Top 1,200 U.S. Financial Advisors by State list for 2023.

The three main components of this ranking include assets under management (AUM), revenue produced for the firm and quality of practice. Barron’s considered AUM and revenue as reputable indicators of client satisfaction, and quality of practice “is based on a constellation of questions aimed at evaluating an advisor’s character. These questions address regulatory records, professional experience, education, community involvement, and more.”

“Spuds Powell and the KAR Wealth Advisory team shined during a year riddled with economic uncertainty by prioritizing client communication and education,” said KAR Executive Managing Director Stephen A. Rigali. “This ranking is a reflection of the team’s dedication to strengthening client relationships through trust and transparency.”

For more information on this ranking, visit:

Powell was also recently inducted into the Barron’s Hall of Fame and ranked #1 on Barron’s list of Top 100 Independent Financial Advisors for 2022. For more information on these recognitions, visit:

The Barron’s “2023 Top Advisor Rankings by State” was given in March 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings or for a license to reprint and distribute the results of the rankings.


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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article 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 listed on the correspondence, and KAR does not undertake to update the information presented. 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.
Past performance is no guarantee of future results.