Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR), and the KAR Wealth Advisory Team have earned the #3 placement on Barron’s Top 100 Independent Advisor list for 2024, up two positions from last year’s ranking. This is the 12th consecutive year Powell, a Barron’s ‘Hall of Fame’ advisor, and the KAR Wealth Advisory Team have ranked within the Top 10, including five years ranked first overall (2017-2020, 2022).
“We are honored by our ranking on this year’s Barron’s Top Independent Advisor list, which is indicative of our standard of service and always keeping our clients’ success at the heart of everything we do,” said Stephen A. Rigali, Executive Managing Director at KAR. “Spuds and the entire KAR Wealth Advisory Team have been ranked this highly for more than a decade as a result of building lasting relationships, acting with integrity, and staying fully dedicated to guiding their clients’ financial paths every step of the way.”
The ranking reflects quantitative data such as volume of assets overseen by the advisors and their teams, revenues generated for the firms, and client retention. A range of qualitative factors are also considered, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, charitable and philanthropic work, and compliance records.
Since 1984, Kayne Anderson Rudnick has aimed to serve its clients by adhering to its original principles of wealth preservation and innovative ideas, embracing research, and maintaining a strong focus on quality in both business practices and investment strategies.
The KAR Wealth Advisory Team have additionally been recognized on the following industry lists over the last 12 months: AdvisorHub 2024 Advisors to Watch, Forbes 2024 Best-in-State Wealth Advisors, Forbes 2023 Top RIA Firms, and InvestmentNews 2024 Top Advisors.
For the full 2024 Barron’s Top Independent Advisor list, visit https://www.barrons.com/advisor/report/top-financial-advisors/independent/2024?page=1
Barron’s “Top 100 Independent Advisors 2024” was given in September 2024 and covers the year 2024. 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 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 2024 AdvisorHub’s “200 RIAs to Watch” ranking was given in July 2024 and covers the year 2024. The 2024 AdvisorHub’s “250 Advisors to Watch under $1 Bil” ranking was given in July 2024 and covers the year 2024. KAR did not pay any fees to participate in the ranking; however, KAR has paid fees for a license to reprint the ranking’s logo and to purchase a plaque for the recipient.
The Forbes 2024 Best-In-State Wealth Advisors ranking was issued in April 2024 and covers the year 2024. 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 2023 ranking was issued in October 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.
IN Top Advisor award was given by InvestmentNews in November 2023 and covers the year 2024. 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.
