This is the eleventh consecutive year Powell, a Barron’s ‘Hall of Fame’ advisor, and the KAR team have ranked within the top 10, including five years ranked first overall (2017-2020, 2022).
For more information on the ranking, visit: https://www.barrons.com/advisor/report/top-financial-advisors/independent/2023?page=1&
“We are humbled by the consistency our team has displayed, again ranking highly on this prestigious list,” said Stephen A. Rigali, Executive Managing Director at KAR. “We believe the team’s unwavering commitment to understanding each client’s unique financial objectives and consistently earning their trust has been pivotal in delivering optimal experiences.”
In addition to varying qualitative factors, this ranking takes into consideration the amount and types of assets the advisor manages, the growth of the advisor’s practice, and their client retention.
Since 1984, KAR has provided its clients with comprehensive wealth advisory services. Today those services include financial planning, executive services, investment advisory, and investment consulting, all customized to meet clients’ goals and address their unique situations.
KAR’s Wealth Advisory team also appeared on the following industry lists over the course of the last 12 months: Barron’s 2023 ‘Top 1,200 Advisors by State,’ Forbes 2023 ‘Top Next-Gen Wealth Advisors Best-In-State,’ Forbes 2023 ‘Best-In-State Wealth Advisors’ and Forbes 2022 ‘Top RIA Firms.’
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 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.
The Barron’s Hall of Fame Advisor Award was issued in October 2022. KAR has not paid a fee to participate in the award or to reprint and distribute the result of the award.
The Forbes 2023 Best-In-State Wealth Advisors ranking was issued in April 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.
The Forbes 2023 Next Gen Best-In-State Wealth Advisors ranking was issued in August 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.
The Forbes Top RIA Firms 2022 ranking was issued in October 2022 and covers the year 2022. 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.
