Kayne Anderson Rudnick (KAR) is pleased to announce that Senior Wealth Advisors, Dustin Gale, Kevin O’Regan, and Sam Waltman, along with Wealth Advisor Grace Apuy, have been recognized by AdvisorHub as 2025 ‘Advisors to Watch.’
Apuy and Waltman ranked seventh and 22nd, respectively, on the publication’s 250 Advisors To Watch (Under $1B) list, while Gale and O’Regan ranked ninth and 10th on the 100 Advisors To Watch Next Gen list. This marks Waltman’s third consecutive year being named an Advisor to Watch, and the second consecutive year of recognition for both Apuy and Gale.
“KAR is honored to see Sam, Dustin, Kevin, and Grace recognized not only for the strength of their individual practices but also their shared commitment to excellence, growth, and client-first values,” said Stephen A. Rigali, Executive Managing Director. “This recognition underscores the standard of professionalism and service that defines KAR and its long-standing principles.”
According to the award program’s methodology, nominees were required to have a minimum of seven years experience, $150m minimum in assets under management (AUM), and a clean regulatory record. The advisors are then ranked on their scope of practice measured by assets, production, and level of service; growth of practice consisting of year-over-year growth in assets, households, and production; and lastly, professionalism which includes regulatory record, community service, and team diversity.
More information on this award and the full list of honorees can be found here.
250 Advisors Under $1B 2025
250 Advisors Under $1B 2025
Next Gen 2025
Next Gen 2025
