Press Release

KAR Recognized as a 2025 InvestmentNews 5-Star Wealth Management Team

July 9, 2025

InvestmentNews

Kayne Anderson Rudnick announced today that it is has been named as one of InvestmentNews’ 5-Star Wealth Management Teams for 2025, a recognition that acknowledges top wealth management firms that have excelled in growing and retaining clients.

 

“We’re pleased to be recognized among the nation’s top wealth management teams. Our advisors play a key role in delivering thoughtful guidance and solutions that distinguish our firm. Their knowledge and professionalism have shaped the experience and results our clients have come to expect over the years,” said Stephen A. Rigali, Executive Managing Director.

 

The 5-Star Wealth Management Teams list was designed to spotlight advisory teams that have made a measurable impact on their clients and the broader financial services industry. InvestmentNews evaluated nominees based on several core criteria: meaningful contributions to clients and the financial industry, deep understanding of client needs, notable achievements over the past 12 months, and standout performance measured by assets under management and overall team results.

 

Nominees were reviewed for the significance of the difference they have made—both in terms of outcomes delivered to clients and their broader role as leaders within the industry.

 

“This recognition speaks to the strength of our collaborative culture and the deep trust our clients place in us,” added Rigali. “We’re proud to be included in a group that reflects the highest standards of excellence in wealth management.”

 

More information on this recognition and the full list of honorees can be viewed here.

 

 

 

 

The 2025 5 Star Wealth Management Team recognition was given in February 2025 and covers the year 2025. KAR has not paid fees to the award sponsor to obtain the award. The firm has paid a fee to license use of the 5 Star Wealth Management Team logo, but doing so was not a prerequisite to winning the award.

 

 

 

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained 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 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 the 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.