Contact

(800) 231 7414

2000 Avenue of the Stars, Suite 1110,
Los Angeles, CA 90067

From retirement planning and tax-aware charitable giving strategies to multi-generational wealth transfer considerations and specialized planning for executives and business owners, KAR provides comprehensive estate and financial planning for Los Angeles area residents seeking long-term guidance.

Learn more about our financial and estate planning service.

KAR’s investment management approach is rooted in a long-term focus on high-quality businesses and thoughtful risk management. Combined with access to opportunities across public and private markets, portfolios can be tailored to each client’s objectives, complexity, and risk considerations.

Learn more about our investment management service.

For high-net-worth clients in Los Angeles, KAR provides proactive, year-round tax planning services across investments, estate structures, and charitable giving. Our approach helps clients identify opportunities for greater tax efficiency and coordinate tax considerations across multiple aspects of their financial lives.

Learn more about our tax planning and preparation service.

KAR’s Los Angeles wealth advisors provide planning for business owners and for clients with equity compensation and other concentrated wealth. This includes guidance around succession planning, liquidity events, diversification strategies, and concentrated positions, all evaluated as part of a client’s broader financial plan.

Learn more about our appreciated securities, business interest, and equity compensation planning service.

KAR’s insurance planning and risk management guidance is part of our wealth management and financial planning services, helping clients address risks that could affect their financial plans and family wealth.

Learn more about our insurance and risk management service.

KAR’s institutional consulting services help endowments, foundations, and public entities in Los Angeles align investment strategies with their missions. As a fiduciary partner, we support governance, strategic asset allocation, investment strategy, and oversee manager selection, helping organizations make informed investment decisions over time.

Learn more about our institutional consulting services.

Meet with a wealth advisor in Los Angeles for a conversation focused on your financial priorities, family considerations, and the decisions ahead. We offer the flexibility to meet in person at our Los Angeles office or virtually. Call us or complete the form here to begin the conversation.

For more than 40 years, KAR has remained grounded in its founding principles, including a focus on capital preservation, thoughtful and disciplined research, and an emphasis on quality in both business practices and investment strategies. Those principles continue to shape how we work with clients and manage wealth across generations. The firm’s consistent approach has earned recognition as a Barron’s Top 10 Independent Advisor for 13 consecutive years, including five years ranked No. 1, and a Forbes Top RIA firm for four straight years.

Explore KAR’s Roots.

Your Wealth Advisory Team

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

Darnel J. Bentz

Senior Wealth Advisor

I am an avid golfer and used to play on the University of St Andrews golf team.

Curt M. Biren, CPWA^®

Senior Wealth Advisor

I love to cook and can prepare a mean halibut osso buco and chicken biryani.

Spuds Powell, CPWA®

Managing Director

Jonathan Isaacman, CFP®, CIMA®, CPWA®

Managing Director, Business Development Officer

Other professionals you can reach out to

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee

Kimberly C. Friedricks

Managing Director, Fixed Income

Carina Berlin, CFP®, CPWA®

Wealth Advisor

Oren Cabir, CFA

Wealth Advisor

Bridget E. Costello, CFP^®

Wealth Advisor

Margaret Richardson, CFP®

Wealth Advisor

Andrew P. Grant

Director of Manager Research and Investment Solutions

Thomas Pontius, CFP®

Director, Financial Planning

Maliha Bukhari

Financial Planner

Michele Huber

Director of Client Services

Alexander Mansfield

Portfolio Specialist, Wealth Advisory

*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

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 “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 “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 “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 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 “Top RIA Firm” ranking was given by Financial Advisor Magazine in July 2025 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.

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 “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 “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 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 “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.

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 “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 “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 “Largest Money Management Firm” recognition was given by the LA Business Journal in March 2024 and covers the year 2024. KAR has not paid fees to the the LA Business Journal to obtain or participate in the ranking and has not paid fees to re-license or market the ranking.

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.

Los Angeles

Los Angeles Wealth Advisors Awards