Awards

KAR Recognized as a 2025 InvestmentNews 5-Star Wealth Management Team

July 9, 2025InvestmentNews
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Kayne Anderson Rudnick announced today that it is has been named as one of InvestmentNews’ 5-Star Wealth Management Teams for 2025, a recognition that acknowledges top wealth management firms that have excelled in growing and retaining clients.

“We’re pleased to be recognized among the nation’s top wealth management teams. Our advisors play a key role in delivering thoughtful guidance and solutions that distinguish our firm. Their knowledge and professionalism have shaped the experience and results our clients have come to expect over the years,” said Stephen A. Rigali, Executive Managing Director.

The 5-Star Wealth Management Teams list was designed to spotlight advisory teams that have made a measurable impact on their clients and the broader financial services industry. InvestmentNews evaluated nominees based on several core criteria: meaningful contributions to clients and the financial industry, deep understanding of client needs, notable achievements over the past 12 months, and standout performance measured by assets under management and overall team results.

Nominees were reviewed for the significance of the difference they have made—both in terms of outcomes delivered to clients and their broader role as leaders within the industry.

“This recognition speaks to the strength of our collaborative culture and the deep trust our clients place in us,” added Rigali. “We’re proud to be included in a group that reflects the highest standards of excellence in wealth management.”

More information on this recognition and the full list of honorees can be viewed here.

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 information included in this content is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only and 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. KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the 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. Data is obtained from systems believed by KAR to be reliable. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by KAR. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. KAR’s investment strategies may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation. Potential investors should consult with their own financial professional before determining whether to invest in a particular investment or investment strategy. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Past performance is no guarantee of future results.