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.’
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.