Awards

Kayne Anderson Rudnick Recognized as a Forbes Top RIA Firm For Third Consecutive Year

October 31, 2024Forbes
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Kayne Anderson Rudnick (KAR) announced today that it has ranked seventh on the Forbes Top 100 RIA Firms list for 2024, marking its third consecutive year ranked within the top 10.

“KAR celebrates this achievement, and the rise in our ranking from 2023, as it showcases our continued ability to provide exceptional guidance no matter the market landscape, giving our clients confidence in their investments,” said Stephen A. Rigali, KAR Executive Managing Director. “As we look ahead, KAR’s commitment to outstanding service and our clients’ success remains steadfast.”

This prestigious ranking, based on data provided by SHOOK Research, prioritizes quality, with an emphasis on conducting due diligence regarding a firm’s dedication to the client experience. In addition, the research considers quantitative metrics such as assets under management, client-related data, revenue and qualitative data through compliance records, community involvement, and virtual interviews to factor into the ranking decision-making process. According to R.J. Shook, president of SHOOK Research, this cohesive approach is paramount to ensuring that the results fully reflect industry-leading approaches to client relationships and internal culture throughout employees at every level of the firm.

Members of the KAR Wealth Advisory team have additionally been recognized on the following industry lists over the last 12 months: AdvisorHub 2024 Advisors to Watch, Barron’s Top Independent Advisors, Forbes 2024 Best-in-State Wealth Advisors, and InvestmentNews 2024 Top Advisors.

More information on the ranking can be viewed here.

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 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.