KayneCast: Strength in the Equity Markets Continues

Market Review 1Q2024 Podcast | Episode 247

Video: Overview of Our Wealth Advisory Services

Experience.

With more than 100 years of collective industry experience, KAR advisors know how to build and preserve client wealth. Learn more

Market Review: Where Do We Go from Here?

1Q 2024 Market Review

KayneCast: Positive Sentiment for Small Caps Spills Over into Q1 2024

Small Cap Core Review of the First Quarter of 2024 | KayneCast 248

Article: Why Lower-Risk Investing Is Important in Retirement

Meet
Sam Waltman, CFA, CFP®
Senior Wealth Advisor

Trust.

We don’t just build portfolios at KAR. We build relationships. Learn more

November 1, 2023

News: KAR Ranked #8 Top RIA by Forbes 2023*

We are pleased to announce that the KAR Wealth Advisory Team has ranked #8 on Forbes’ Top RIA Firms list, marking the second consecutive year KAR has ranked within the Top 10. This award took both quantitative and qualitative criteria into consideration including best practices and providing a high-quality client experience. Read more.

October 17, 2023

News: KAR ranked #5 on Barron’s Top 100 Independent Advisors for 2023*

Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR) Wealth Advisors, and the KAR Wealth Advisory team have ranked #5 on Barron’s Top 100 Independent Advisors list for 2023.

This is the eleventh consecutive year Powell, a Barron’s ‘Hall of Fame’ advisor, and the KAR team have ranked within the top 10, including five years ranked first overall (2017-2020, 2022).

Meet
Curt M. Biren, CPWA®
Senior Wealth Advisor
October 17, 2023

News: KAR ranked #5 on Barron’s Top 100 Independent Advisors for 2023*

Spuds Powell, Managing Director of Kayne Anderson Rudnick (KAR) Wealth Advisors, and the KAR Wealth Advisory team have ranked #5 on Barron’s Top 100 Independent Advisors list for 2023.

This is the eleventh consecutive year Powell, a Barron’s ‘Hall of Fame’ advisor, and the KAR team have ranked within the top 10, including five years ranked first overall (2017-2020, 2022).

*Forbes “Top RIA Firms”: The Forbes Top RIA Firms 2023 ranking was issued in October 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

*Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.