New York Wealth Management

1540 Broadway Suite 1020, New York, NY 10036 | (800) 231-7414

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 96% 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: 

Contact our New York wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor
I rode a 2-day, 200-mile bike ride to benefit cancer researchLearn more.

Kevin O'Regan, CFP®, CIMA®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Walpole Wealth Management

128 School St, Walpole, MA 02081

Kayne Anderson Rudnick’s Walpole and Boston-area 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive yea rit has been ranked in the top 10. 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.

 

With KAR’s Walpole 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:

Contact our Walpole or other Boston-area wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

Senior Wealth Advisors

I rode a 2-day, 200-mile bike ride to benefit cancer researchLearn more.

Kevin O'Regan, CFP®, CIMA®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Quincy Wealth Management

859 Willard Street, Suite 400, Quincy, MA 02169

Kayne Anderson Rudnick’s Quincy and Boston-area 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive yearit has been ranked in the top 10. 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.

 

With KAR’s Quincy 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:

Contact our Quincy or other Boston-area wealth management offices today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

Senior Wealth Advisors

I rode a 2-day, 200-mile bike ride to benefit cancer researchLearn more.

Kevin O'Regan, CFP®, CIMA®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Dallas Wealth Management

9330 LBJ Freeway, Suite 900, Dallas Texas 75243

Kayne Anderson Rudnick’s Dallas 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the  tenth consecutive yearit has been ranked in the top 10. 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.

 

 

With KAR’s Dallas 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:

Contact our Dallas wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

Senior Wealth Advisors

My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Orlando Wealth Management

555 Winderley Place, Suite 300, Maitland, FL 32751

Kayne Anderson Rudnick’s Orlando 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the  tenth consecutive yearit has been ranked in the top 10. 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.

 

With KAR’s Orlando 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:

Contact our Orlando wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

Senior Wealth Advisors

My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Charlotte Wealth Management

6201 Fairview Road, Suite 200, Charlotte North Carolina, 28210

Kayne Anderson Rudnick’s Charlotte 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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.

 

With KAR’s Charlotte 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:

Contact our Charlotte wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

Senior Wealth Advisors

My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Boca Raton Wealth Management

433 Plaza Real, Suite 275, Boca Raton, Fl 33432

Kayne Anderson Rudnick’s Boca Raton 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the  tenth consecutive yearit has been ranked in the top 10. 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. 

 

With KAR’s Boca Raton 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:

Contact our Boca Raton wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

Senior Wealth Advisors

My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Houston Wealth Management

777 S. Post Oak Lane, One Riverway, Suite 1700, Houston Texas 77056

Kayne Anderson Rudnick’s Houston 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the  tenth consecutive yearit has been ranked in the top 10. 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.

 

With KAR’s Houston 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:

Contact our Houston wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

Senior Wealth Advisors

My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

New York Wealth Management

1540 Broadway Suite 1020, New York, NY 10036 | (800) 231-7414

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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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.

 

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: 

Contact our New York wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor
I rode a 2-day, 200-mile bike ride to benefit cancer researchLearn more.

Kevin O'Regan, CFP®, CIMA®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Los Angeles Wealth Management Firm

2000 Avenue of the Stars, Suite 1110 Los Angeles, CA 90067 | (800) 231-7414

Kayne Anderson Rudnick’s Los Angeles 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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 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 Los Angeles 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: 

Contact our Los Angeles wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
I am an avid golfer and used to play on the University of St Andrews golf team.Learn more.

Curt M. Biren, CPWA®

Senior Wealth Advisor
My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor
I love to cook and can prepare a mean halibut osso buco and chicken biryani.Learn more.

Spuds Powell, CPWA®

Managing Director

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Westlake Village Wealth Management

30700 Russell Ranch Road, Suite 250, Westlake, CA 91362 | (800) 231-7414

Kayne Anderson Rudnick’s Westlake Village 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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.

 

Located on the east side of Russell Ranch Road just north of Ventura Freeway, our office provides financial planning services to Westlake Village and the surrounding area.  With KAR’s Westlake Village 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: 

Contact our Westlake Village wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Seattle Wealth Management

600 Stewart Street, Suites 300 & 400, Seattle, WA 98101 | (800) 231-7414

Kayne Anderson Rudnick’s Seattle 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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.

 

Our office is conveniently located on Stewart Street in the Regus Washington, Seattle Plaza. With KAR’s Seattle 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: 

Contact our Seattle wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

I started learning about investing when my best friend in high school told me he got his new car with profits from trading. Decades later I found out he got it from his parents, but I was already hooked.Learn more.

Brian Chang, CFA, CFP®

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Scottsdale Wealth Management

15333 North Pima Road, Suite 305, Scottsdale, AZ 85260 | (800) 231-7414

Kayne Anderson Rudnick’s Scottsdale 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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.

 

Our office is conveniently located on North Pima Road, just east of Arizona State Route 101, and offers financial planning to Scottdale and the surrounding area.With KAR’s Scottsdale 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: 

Contact our Scottsdale wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

San Francisco Wealth Management

580 California Street, Suite 1750, San Francisco, CA 94104 | (800) 231-7414

Kayne Anderson Rudnick’s San Francisco 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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 office on California Street, we provide wealth management services to high-net-worth individuals and families throughout San Francisco and the greater Bay Area. With KAR’s San Francisco 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: 

Contact our San Francisco wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

 

Let’s get started.

Senior Wealth Advisors

My family and I were contestants on the game show the Family Feud.Learn more.

Thomas E. Connaghan, III

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Salt Lake City Wealth Management

2091 East 1300 South, Suite 201, Salt Lake City, UT 84108 | (800) 231-7414

Kayne Anderson Rudnick’s Salt Lake City 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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.

 

If you need a financial advisor in Salt Lake City, our office is conveniently located at the intersection of East 1300 South and South 2100 East. We provide trusted, experienced wealth management to Salt Lake City residents. With KAR’s Salt Lake City 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: 

Contact our Salt Lake City wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Providence Wealth Management

10 Dorrance Street, Suite 700, Providence, RI 02903 | (800) 231-7414

Kayne Anderson Rudnick’s Providence 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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 Providence, Rhode Island office, conveniently located south of the intersection between Dorrance Street and Fulton Street, we provide personalized wealth management to Providence and the surrounding area. With KAR’s Providence 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: 

Contact our Providence wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

My bucket list includes traveling to 100 countries. So far I am at 35.Learn more.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor
I rode a 2-day, 200-mile bike ride to benefit cancer researchLearn more.

Kevin O'Regan, CFP®, CIMA®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Newport Beach Wealth Management

23 Corporate Plaza Dr #150, Newport Beach, CA 92660 | (800) 231-7414

Kayne Anderson Rudnick’s Newport Beach 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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.

 

Kayne Anderson Rudnick’s Newport Beach office is conveniently located at Suite 150E, 23 Corporate Plaza Drive, just north of the Coast Highway. With KAR’s Newport Beach wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future. 

 

Our wealth management services include:

Contact our Newport Beach wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

I played professional soccer for the California Jaguars in Salinas, CA.Learn more.

Randy Allen

Senior Wealth Advisor
I started learning about investing when my best friend in high school told me he got his new car with profits from trading. Decades later I found out he got it from his parents, but I was already hooked.Learn more.

Brian Chang, CFA, CFP®

Senior Wealth Advisor

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
I am an active volunteer at NKLA animal shelter in West LA. In 2020 I fostered ten dogs (not all at once)!
Learn more.

Carina Berlin, CFP®

Wealth Advisor
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as fan firsthand.
Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I grew up in Germany and speak Armenian.Learn more.

Evans Raslanian

Team Lead, Senior Investment Advisor Associate
I can't live without BBQ chicken pizza.Learn more.

Alexander Mansfield

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. 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.

Denver Wealth Management

11001 West 120th Avenue, Suite 400, Broomfield, CO 80021 | (800) 231-7414

Kayne Anderson Rudnick’s Denver 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 is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. 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.

 

Our office on 120th Avenue, conveniently located just south of Interlocken Loop, provides personalized wealth management to Denver and the surrounding area. With KAR’s Denver 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: 

Contact our Denver wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.Learn more.

Darnel J. Bentz

Senior Wealth Advisor
Once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income