KAR’s wealth management office based in Detroit provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services.

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes’ Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our Detroit office, we provide financial and retirement planning to the greater Detroit area. With KAR’s team in Detroit, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Detroit are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Detroit office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Detroit office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

Kayne Anderson Rudnick’s New York wealth management team has been providing wealth management solutions since 1984. When John Anderson, Richard Kayne, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments that has remained at the core of our approach. The firm has been ranked in the top 10 on Barron’s Top 100 Independent Advisors list for the ninth consecutive year, including a #1 ranking for four years from 2017-2020. Our Wealth Management group has a 92% client retention rate*, which we believe reflects our unwavering commitment to helping our clients achieve their financial goals.   

New York residents can find our office in the Bertelsmann Building just east of Times Square.  With KAR’s New York wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future. 

Our wealth management services are comprehensive, including: 

KAR’s wealth management office based in Walpole provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our office at the corner of School Street and East Street, we provide financial and retirement planning throughout the greater Boston region. With KAR’s team in Walpole, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Walpole are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Walpole office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Walpole office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Dallas provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes’ Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our office on the LBJ Freeway in North Dallas, we provide financial and retirement planning to the greater Dallas area. With KAR’s team in Dallas, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Dallas are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Dallas office also offer financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Dallas location can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Orlando provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our Orlando office on Winderley Place, just north of Orlando, we provide financial and retirement planning throughout the Orlando area. With KAR’s local wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Orlando are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Orlando office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Orlando office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Charlotte provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our office on Fairview Road next to SouthPark Mall, we provide financial and retirement planning to the greater Charlotte area. With KAR’s team in Charlotte, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Charlotte are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Charlotte wealth management office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Charlotte office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Boca Raton provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our office on Plaza Real in Mizner Park, we provide financial and retirement planning to Boca Raton and the surrounding area. With KAR’s team in Boca Raton, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Boca Raton are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Boca Raton office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Boca Raton office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Houston provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes’ Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our office in the uptown Houston area, we provide financial and retirement planning to the greater Houston area. With KAR’s team in Houston, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Houston are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Houston office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Houston office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in New York provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

At our Bertelsmann Building location just east of Times Square, we provide financial and retirement planning to the greater New York area. With KAR’s team in NYC, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in New York are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s New York office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s New York office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office in Los Angeles has been providing investment solutions, retirement planning services, tax planning and cash flow analysis for clients since 1984. When Richard Kayne, John Anderson, and Allan Rudnick first launched the investment firm in Los Angeles, they established a commitment to high-quality investments and risk management services that have remained at the core of our approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes’ Top RIA list†. Our Wealth Management group has a 96% client retention rate‡, which we believe reflects our unwavering commitment to helping our clients achieve their financial goals.

From our Los Angeles office on the Avenue of the Stars, conveniently accessible by Santa Monica Boulevard, we provide our financial planning and wealth management services from San Diego to Santa Barbara. With KAR’s local wealth management team, we believe you’ll have an investment advisor in Los Angeles you can trust to help you navigate your financial future.

Our wealth management services in Los Angeles are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Los Angeles office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Los Angeles office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Westlake Village provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

Located on the east side of Russell Ranch Road just north of Ventura Freeway, our investment advisory provides financial advising and retirement planning services to Westlake Village and the surrounding area. With KAR’s wealth management team in Westlake Village, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Westlake Village are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Westlake Village office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Westlake Village office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Seattle provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our office on Stewart Street in the Regus Washington, Seattle Plaza, we provide financial and retirement planning to the greater Seattle area. With KAR’s team in Seattle, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Seattle are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Seattle office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Seattle office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Scottsdale provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

Our firm in Scottsdale is conveniently located on North Pima Road, just east of Arizona State Route 101 and offers financial and retirement planning to Scottsdale and the surrounding area. With KAR’s wealth management team in Scottsdale, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Scottsdale are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Scottsdale office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Scottsdale office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in San Francisco provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our Bay Area office on El Camino Real, we provide wealth management services to high-net-worth individuals and families throughout San Francisco and the greater Bay Area. With KAR’s Bay Area team, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in San Francisco are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s San Francisco office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s San Francisco office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Salt Lake City provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our office at the intersection of East 1300 South and South 2100 East, we provide financial and retirement planning to the greater Salt Lake City area. With KAR’s team in Salt Lake City, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Salt Lake City are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Salt Lake City office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Salt Lake City office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Providence provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

From our Providence, Rhode Island office, we provide retirement planning and wealth management to the greater Providence area. With KAR’s Providence team, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Providence are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Providence office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Providence office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Newport Beach provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

The firm’s Newport Beach location provides financial planning and wealth management services throughout Orange County. With KAR’s local wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Newport Beach are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Newport Beach office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Newport Beach office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Denver provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes’ Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

Our office on 120th Avenue, conveniently located just south of Interlocken Loop, provides financial and retirement planning to Denver and the surrounding area. With KAR’s team in Denver, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Denver are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Denver office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Denver office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office based in Boston provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the investment firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes’ Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

Our office in the Seaport District on Marina Park Drive provides financial planning and wealth management services throughout the greater Boston region. With KAR’s team in Boston, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Boston are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Boston office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Boston office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.

KAR’s wealth management office in Los Angeles has been providing investment solutions, retirement planning services, tax planning and cash flow analysis for clients since 1984. When Richard Kayne, John Anderson, and Allan Rudnick first launched the investment firm in Los Angeles, they established a commitment to high-quality investments and risk management services that have remained at the core of our approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes’ Top RIA list†. Our Wealth Management group has a 96% client retention rate‡, which we believe reflects our unwavering commitment to helping our clients achieve their financial goals.

From our Los Angeles office on the Avenue of the Stars, conveniently accessible by Santa Monica Boulevard, we provide our financial planning and wealth management services from San Diego to Santa Barbara. With KAR’s local wealth management team, we believe you’ll have an investment advisor in Los Angeles you can trust to help you navigate your financial future.

Our wealth management services in Los Angeles are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Boca Raton office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Boca Raton office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.