Press Release

KAR SF Office Ranks #5 Largest Wealth Management Firm in the Bay Area

August 8, 2022

The San Francisco Business Times ranks KAR No. 5 on its annual listing of the largest wealth management firms in the Bay Area.

The listing is ranked by local assets under management for individual client accounts. The list includes wealth management firms with offices located in the Bay Area, specifically Alameda, Contra Costa, Marin, San Francisco, and San Mateo counties. Information required to compile this ranking was obtained from firm representatives and independent San Francisco Business Times research. KAR has not paid fees to the award sponsor to obtain the ranking.

View the complete ranking here.

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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.