Kayne Anderson Rudnick (KAR) today announced it has been named a 2026 5-Star Wealth Management Team by InvestmentNews.
The 5-Star Wealth Management Team recognition highlights leading wealth management firms in the United States that have demonstrated exceptional success in client growth and retention over the preceding 12 months. The honor reflects a combination of quantitative performance indicators and qualitative editorial assessment.
“We’re honored to be recognized by InvestmentNews as a 5-Star Wealth Management Team,” said Stephen A. Rigali, Executive Managing Director. “Our advisors take great pride in building enduring relationships with clients and guiding them through the complexities of wealth with discipline and perspective. This recognition reflects the collective effort of a team deeply committed to helping clients achieve lasting financial success.”
According to InvestmentNews, the editorial team conducted a structured qualitative and quantitative review of submissions to assess measurable client impact and broader industry contributions. Nominations were evaluated across several weighted categories, including client outcomes and service innovation, fiduciary-focused and client-centric practices, understanding of client needs and planning complexities, customized service and retention strategies, as well as recent strategic growth initiatives, expanded capabilities, operational improvements, and overall team performance.
The review process also measures demonstrated client growth and retention over the prior 12 months, team-level operational success, evidence of meaningful client impact, contributions to advancements within the financial services industry, and business scale indicators such as assets under management and overall team performance.
For the full list of honorees visit https://www.investmentnews.com/best-in-wealth/5-star-wealth-management-teams/266340
The 2026 5 Star Wealth Management Team recognition was given in May 2026 and covers the year 2026. KAR has not paid fees to the award sponsor to obtain the award. The firm has paid a fee to license use of the 5 Star Wealth Management Team logo, but doing so was not a prerequisite to winning the award.
