Press Release

KAR Wealth Advisors Ranked #8 Top RIA by Forbes

November 1, 2023

This marks the second consecutive year KAR has ranked within the Top 10.

Kayne Anderson Rudnick (KAR) announced today that it has ranked eighth on Forbes’ ‘Top 100 RIA Firms’ list for 2023, marking the second consecutive year KAR has ranked within the top 10.

 

“Kayne Anderson Rudnick takes great pride in this recognition as it offers a small glimpse into how important the client experience is to its employees,” said Stephen A. Rigali, KAR Executive Managing Director. “We recognize that in a competitive landscape, and an uncertain economic environment, client service must come above all else.”

 

This ranking considers quantitative metrics such as revenue, assets under management, portfolio performance and client related data, while also reviewing qualitative data through virtual interviews, compliance records and community involvement, among other varying factors. According to R.J. Shook, President of Shook Research, this allows measurement of processes that are inherent in each client relationship, team purpose, and underlying culture throughout all levels of employees.

 

For more information on the ranking, visit: https://www.forbes.com/lists/top-ria-firms/?sh=2e0c219d3cd5

 

Kayne Anderson Rudnick also appeared on the Forbes ‘Top Next-Gen Wealth Advisors Best-In-State’ and ‘Best-In-State Wealth Advisors’ lists for 2023.

 

 

 

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 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.

 

 

 

 

Back to Newsroom

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.