Awards and Recognition

The InvestmentNews Awards 2026 Rising Star Awardee was announced in October 2026 and covers the year 2025. KAR has not paid fees to participate in the nomination for the award.

The 2026 “Top 100 Independent Advisors” ranking was given by Barron’s in September 2026 and covers the year 2026. KAR has not paid fees to Barron’s to obtain or participate in the ranking. The firm has paid a fee for a license to reprint and market the results of the ranking.

The 2026 “Top RIA Firm” ranking was given by Financial Advisor Magazine in July 2026 and covers the year 2025. KAR has not paid fees to Financial Advisor Magazine to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “400 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2026 and covers the year 2026. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2026 “400 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2026 and covers the year 2026. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2026 “400 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2026 and covers the year 2026. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2026 “400 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2026 and covers the year 2026. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2026 “5-Star Wealth Management Team” award was given by InvestmentNews in May 2026 and covers the year 2026. KAR has not paid fees to InvestmentNews to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2026 “5-Star Financial Planner” award was given by InvestmentNews in April 2026 and covers the year 2025. KAR has not paid fees to InvestmentNews to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Top 1500 Advisors by State” ranking was given by Barron’s in March 2026 and covers the year 2026. KAR has not paid a fee to participate in the rankings but has paid for a license to distribute the results of the rankings.

The 2026 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2026 and covers the year 2026. KAR has not paid fees to LA Times Studio to obtain or participate in the award. KAR sponsored an ad in the 2026 Banking & Finance publication but doing so was not a prerequisite to winning the award.

The 2026 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2026 and covers the year 2026. KAR has not paid fees to LA Times Studio to obtain or participate in the award. KAR sponsored an ad in the 2026 Banking & Finance publication but doing so was not a prerequisite to winning the award.

The 2026 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2026 and covers the year 2026. KAR has not paid fees to LA Times Studio to obtain or participate in the award. KAR sponsored an ad in the 2026 Banking & Finance publication but doing so was not a prerequisite to winning the award.

The 2025 “PSN Top Guns Manager of the Decade” ranking was given by Informa Financial Intelligence in February 2026 and covers the ten-year period ending December 31, 2025. KAR has not paid fees to Informa Financial Intelligence to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Leaders of Influence: Wealth Managers” recognition was given by LA Business Journal in March 2026 and covers the year 2026. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.

The 2026 “Leaders of Influence: Wealth Managers” recognition was given by LA Business Journal in March 2026 and covers the year 2026. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.

The 2026 “Best-In-State Women Wealth Advisors” ranking was given by Forbes in February 2026 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Best-In-State Women Wealth Advisors” ranking was given by Forbes in February 2026 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Top Financial Professional” award was given by InvestmentNews in February 2026 and covers the year 2025. KAR has not paid fees to InvestmentNews to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2025 “Luminaries Next Gen Rising Stars” award was given by ThinkAdvisor in December 2025 and covers the year 2025. KAR has not paid fees to ThinkAdvisor to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Top RIA Firms” ranking was given by Forbes in October 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Top 100 Independent Advisors” ranking was given by Barron’s in September 2025 and covers the year 2025. KAR has not paid fees to Barron’s to obtain or participate in the ranking. The firm has paid a fee for a license to reprint and market the results of the ranking.

The 2025 “Best-In-State Next Gen Wealth Advisors” ranking was given by Forbes in August 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Top RIA Firm” ranking was given by Financial Advisor Magazine in July 2025 and covers the year 2025. KAR has not paid fees to Financial Advisor Magazine to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “250 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2025 and covers the year 2025. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2025 “250 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2025 and covers the year 2025. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2025 “100 Next Gen Advisors to Watch” ranking was given by AdvisorHub in June 2025 and covers the year 2025. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2025 “100 Next Gen Advisors to Watch” ranking was given by AdvisorHub in June 2025 and covers the year 2025. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The Los Angeles Business Journal’s LA500 list ranking for 2025 was given in July 2025 and covers the year 2025. KAR has not paid fees to the award sponsor to obtain the award and did not pay fees to re-license the award.

The 2025 “5-Star Wealth Management Team” recognition was given by InvestmentNews in February 2025 and covers the year 2025. KAR has not paid fees to InvestmentNews to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Leaders of Influence: Wealth Managers” recognition was given by LA Business Journal in March 2025 and covers the year 2025. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.

The 2025 “Leaders of Influence: Wealth Managers” recognition was given by LA Business Journal in March 2025 and covers the year 2025. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.

The 2025 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “5-Star Wealth Manager” recognition was given by Five Star Professional in May 2025 and covers the year 2025. KAR has not paid fees to Five Star Professional to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2025 “5-Star Wealth Manager” recognition was given by Five Star Professional in May 2025 and covers the year 2025. KAR has not paid fees to Five Star Professional to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

From LSEG Lipper Fund Award © 2025 LSEG. All rights reserved. Used under license. Awarded on March 13, 2025 for performance through November 30, 2024. Certain compensation was paid for the use of the logo.

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

The 2025 “Top 1200 Advisors by State” ranking was given by Barron’s in March 2025 and covers the year 2025. KAR has not paid a fee to participate in the rankings but has paid for a license to distribute the results of the rankings.

The 2025 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2025 and covers the year 2025. KAR has not paid fees to LA Times Studio to obtain or participate in the award. KAR sponsored an ad in the 2025 Banking & Finance publication but doing so was not a prerequisite to winning the award.

The 2025 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2025 and covers the year 2025. KAR has not paid fees to LA Times Studio to obtain or participate in the award. KAR sponsored an ad in the 2025 Banking & Finance publication but doing so was not a prerequisite to winning the award.

The 2025 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2025 and covers the year 2025. KAR has not paid fees to LA Times Studio to obtain or participate in the award. KAR sponsored an ad in the 2025 Banking & Finance publication but doing so was not a prerequisite to winning the award.

The 2024 “PSN Top Guns Manager of the Decade” ranking was given by Informa Financial Intelligence in February 2025 and covers the ten-year period ending December 31, 2024. KAR has not paid fees to Informa Financial Intelligence to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2024 “Luminaries With Heart” award was given by ThinkAdvisor in December 2024 and covers the year 2024. KAR has not paid fees to ThinkAdvisor to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2024 “OC Banking & Finance Visionaries” honor was given by the LA Times Studio in November 2024 and covers the year 2024. KAR has not paid fees to LA Times Studio to obtain or participate in the award. The firm does not anticipate that it will pay fees to re-license or market the award.

The 2024 “5-Star Wealth Manager” recognition was given by Five Star Professional in May 2024 and covers the year 2024. KAR has not paid fees to Five Star Professional to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2024 “5-Star Wealth Manager” recognition was given by Five Star Professional in May 2024 and covers the year 2024. KAR has not paid fees to Five Star Professional to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2024 “5-Star Wealth Manager” recognition was given by Five Star Professional in May 2024 and covers the year 2024. KAR has not paid fees to Five Star Professional to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2024 “5-Star Wealth Manager” recognition was given by Five Star Professional in May 2024 and covers the year 2024. KAR has not paid fees to Five Star Professional to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2024 “Top RIA Firms” ranking was given by Forbes in October 2024 and covers the year 2024. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2024 “Top 100 Independent Advisors” ranking was given by Barron’s in September 2024 and covers the year 2024. KAR has not paid fees to Barron’s to obtain or participate in the ranking. The firm has paid a fee for a license to reprint and market the results of the ranking.

The 2024 “250 Advisors to Watch Under $1 Bil” ranking was given by AdvisorHub in July 2024 and covers the year 2024. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2024 “250 Advisors to Watch Under $1 Bil” ranking was given by AdvisorHub in July 2024 and covers the year 2024. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2024 “200 RIAs to Watch” ranking was given by AdvisorHub in July 2024 and covers the year 2024. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2024 “Survey and Ranking” ranking was given by Financial Advisor Magazine in July 2024 and covers the year 2024. KAR has not paid fees to Financial Advisor Magazine to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

Barron’s fund rankings are measured by each funds’ performance against all other funds in its LSEG Lipper category, with a percentile ranking of 100 being the highest and 1 the lowest. The result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, that performance boosts the overall ranking, while poor performance in the biggest funds will hurt a firm’s ranking. To be included in the ranking a firm must have at least three funds in the general equity category, one world equity, one mixed equity (such as a balanced or target-date fund), two taxable bond funds, and one national tax-exempt bond fund. For additional information regarding Barron’s ranking methodology please refer to the end of the article reprint located here: https://www.virtus.com/assets/files/7v0/barrons_best_fund_families_2024.pdf

The Pensions & Investments’ Top-Performing Managers report was published on March 5, 2024, and covers overall U.S. equity separate accounts for one year; overall U.S. equity separate accounts for five years; overall U.S. equity CITs for one year; and overall U.S. equity CITs for five years ending December 31, 2023. KAR did not pay any fees to participate in the ranking or fees for a license to reprint and distribute the results of the ranking. All data for the Pensions & Investments’ Top-Performing Managers report is provided from Morningstar’s global separate account/collective investment trust database. The data for the separate account and CIT rankings on which the story is based was pulled February 21, 2024. Please see historical performance for the Small Cap Quality Select strategy in this factsheet.

The 2024 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2024 and covers the year 2024. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2024 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2024 and covers the year 2024. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2023 “PSN Top Guns Manager of the Decade” ranking was given by Informa Financial Intelligence in February 2024 and covers the ten-year period ending December 31, 2023. KAR has not paid fees to Informa Financial Intelligence to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

Financial Planning’s rankings are based on data provided by Morningstar. All data is from Morningstar Direct and is current as of Feb. 12, 2024. Morningstar Rating™ for funds, or ‘star rating,’ is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. This is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Ratings do not take into account the effect of sales charges and loads.

© 2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The 2024 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2024 and covers the year 2024. KAR has not paid fees to LA Times Studio to obtain or participate in the award. The firm does not anticipate that it will pay fees to re-license or market the award.

The 2024 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2024 and covers the year 2024. KAR has not paid fees to LA Times Studio to obtain or participate in the award. The firm does not anticipate that it will pay fees to re-license or market the award.

The 2024 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2024 and covers the year 2024. KAR has not paid fees to LA Times Studio to obtain or participate in the award. The firm does not anticipate that it will pay fees to re-license or market the award.

The 2024 “Largest Money Management Firm” recognition was given by LA Business Journal in March 2024 and covers the year 2024. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.

The 2024 “Leaders of Influence: Wealth Managers” recognition was given by LA Business Journal in March 2024 and covers the year 2024. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.

The 2024 “Leaders of Influence: Wealth Managers” recognition was given by LA Business Journal in March 2024 and covers the year 2024. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk- adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

The 2024 “Top 1200 Advisors by State” ranking was given by Barron’s in March 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid for a license to distribute the results of the rankings.

The 2024 “Top Advisor” award was given by InvestmentNews in November 2023 and covers the year 2024. KAR has not paid fees to InvestmentNews to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.