Kayne Anderson Rudnick (KAR) announced today that it has ranked seventh on the Forbes Top 100 RIA Firms list for 2024, marking its third consecutive year ranked within the top 10.
“KAR celebrates this achievement, and the rise in our ranking from 2023, as it showcases our continued ability to provide exceptional guidance no matter the market landscape, giving our clients confidence in their investments,” said Stephen A. Rigali, KAR Executive Managing Director. “As we look ahead, KAR’s commitment to outstanding service and our clients’ success remains steadfast.”
This prestigious ranking, based on data provided by SHOOK Research, prioritizes quality, with an emphasis on conducting due diligence regarding a firm’s dedication to the client experience. In addition, the research considers quantitative metrics such as assets under management, client-related data, revenue and qualitative data through compliance records, community involvement, and virtual interviews to factor into the ranking decision-making process. According to R.J. Shook, president of SHOOK Research, this cohesive approach is paramount to ensuring that the results fully reflect industry-leading approaches to client relationships and internal culture throughout employees at every level of the firm.
Members of the KAR Wealth Advisory team have additionally been recognized on the following industry lists over the last 12 months: AdvisorHub 2024 Advisors to Watch, Barron’s Top Independent Advisors, Forbes 2024 Best-in-State Wealth Advisors, and InvestmentNews 2024 Top Advisors.
More information on the ranking can be viewed here.
The Forbes Top RIA Firms 2024 ranking was issued in October 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.