Awards

Kayne Anderson Rudnick’s Sam Waltman Recognized as a 2026 Top Advisor by InvestmentNews

February 25, 2026InvestmentNews
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Kayne Anderson Rudnick (KAR) is proud to announce that Senior Wealth Advisor Sam Waltman has been named to InvestmentNews’ 2026 Top Advisors list.

Nominees were evaluated using quantitative metrics such as assets under management (AUM), AUM growth, and the organic expansion of client relationships over the past year. InvestmentNews also honored advisors who set a high standard for client service and performance. The 2026 cohort reflects InvestmentNews’ criteria for professionals who demonstrate exceptional leadership, deep industry expertise, and a strong dedication to the individuals and families they serve.

“Sam’s recognition as a 2026 Top Advisor is a well-deserved acknowledgment of the trust he has built with clients and the consistently high standard of advice he delivers,” said Stephen A. Rigali, Executive Managing Director. “He approaches every client relationship with thoughtfulness, discipline, and a deep sense of responsibility. This honor reflects the impact of his work and the values that define our firm.”

KAR believes Waltman’s inclusion on this year’s list reflects his consistent focus on helping clients navigate complex financial decisions with clarity, confidence, and care. His work embodies the firm’s broader mission to deliver high-quality advice grounded in rigorous research, clear communication, and an unwavering dedication to clients’ long-term goals.

For the full list of honorees visit: https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-usa/265192

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 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.

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