Press Release

San Francisco Business Times Ranks KAR Among the Largest Wealth Management Firms in the Bay Area

February 23, 2021

The San Francisco Business Times ranks KAR #11 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.


A link to the full article can be found here:


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SF Business Times Largest Bay Area Wealth Management Firms: For the SF Business Times Largest Bay Area Wealth Management Firms ranking, firms are ranked by assets under management in the Bay Area as of December 31, 2020. Financial information is obtained from the U.S. Securities and Exchange Commission filings. KAR has not paid fees to the publisher to obtain the ranking and does not anticipate that it will pay fees to re-license the ranking. For more information regarding the methodology, please visit the link provided 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.