Kayne Anderson Rudnick (KAR) is proud to announce that Senior Wealth Advisor Sam Waltman has been named to InvestmentNews’ 2026 Top Advisors list.
Nominees were evaluated using quantitative metrics such as assets under management (AUM), AUM growth, and the organic expansion of client relationships over the past year. InvestmentNews also honored advisors who set a high standard for client service and performance. The 2026 cohort reflects InvestmentNews’ criteria for professionals who demonstrate exceptional leadership, deep industry expertise, and a strong dedication to the individuals and families they serve.
“Sam’s recognition as a 2026 Top Advisor is a well-deserved acknowledgment of the trust he has built with clients and the consistently high standard of advice he delivers,” said Stephen A. Rigali, Executive Managing Director. “He approaches every client relationship with thoughtfulness, discipline, and a deep sense of responsibility. This honor reflects the impact of his work and the values that define our firm.”
KAR believes Waltman’s inclusion on this year’s list reflects his consistent focus on helping clients navigate complex financial decisions with clarity, confidence, and care. His work embodies the firm’s broader mission to deliver high-quality advice grounded in rigorous research, clear communication, and an unwavering dedication to clients’ long-term goals.
For the full list of honorees visit: https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-usa/265192
The IN Top Advisor award was given by InvestmentNews in February 2026 and covers the year 2025. KAR has not paid fees to the award sponsor to obtain or participate in the award. The firm has paid a fee to license use of the IN Top Advisor logo and market the award.
