Why Our Clients Choose KAR
#5 Independent Financial Advisor 2023
Barron’s #5 Advisor in 2023 (#1 in 2017-2020, 2022)
Top 10 Independent Financial Advisors 2013-2022, September 2023
#8 RIA Firm 2023
America’s Top RIA Firms,
Our firm was founded on this guiding principle, which sums up our commitment to maintain the highest level of integrity and honesty in our approach to our work, our colleagues, and, most importantly, our clients.
In 1984, John Anderson, a well-known Los Angeles businessman and named benefactor of UCLA’s Anderson School of Management, and his partners, Richard Kayne and Allan Rudnick, created a firm to manage their own wealth. Over time they developed an approach to wealth management and investment opportunity that focused on high-quality investments. This same careful stewardship is what we extend to
As a wealth management firm, we care about building a great financial plan, but we care even more about building great long-term relationships. Founded on trust and service, it is through these relationships that we find the best solutions for each client throughout their changing lives. We are committed to delivering exceptional service and take a personalized approach to wealth management.
Our advisors have over 100 years of collective industry experience. We’ve been learning everything we can that we believe can help make your financial life better. Although your daily interactions are with your wealth advisor, you also have a team of investment professionals across the organization that are working on your behalf to reach your goals.
You will find us uncompromising about quality because we believe that’s who we are. Everything else is about who you are. We strive to provide dynamic financial planning and wealth management solutions focused on helping achieve your life and financial goals.
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Top 10 Independent
Ranked #8 on Forbes Top RIA List
Best-In-State Wealth Advisors
Largest Asset Managers
in Los Angeles Area
Best Firm Culture —
Top Guns Award
Largest Bay Area
Top Wealth Managers
in the Bay Area
Programme – Americas (2022)
Our founder John Anderson said it often. We aim to live it. It sums up our commitment to maintaining the highest level of integrity and honesty in every interaction we have, every day.
It is important that we show respect and regard for all people. We celebrate diversity, inclusiveness and empowerment. It’s part of doing the right thing.
Our clients come front and center with all of us, because our business depends on the trust and confidence you put in us. Our success depends on yours.
Our goal is to truly understand our clients and the strategies we employ. Analysis is the most important part of what we do. So we keep asking questions of others and of ourselves.
in Assets Under Management
of all leadership roles are held by women
8% Hispanic or Latino
6% African American
22 Investment Professionals
29 Wealth Management Team
Our goal at KAR is to provide the highest level of personal service. So feel free to reach out and we’ll be happy to assist you.
Contact Our Team:
Contact - WM
Contact Form for Wealth Management
This information is being provided by KAR for illustrative purposes only. Information contained on this site 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, and 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. 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. 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.
‡ RANKING CRITERIA
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.
Forbes “Best-In-State Wealth Advisors”: The Forbes 2023 Best-In-State Wealth Advisors ranking was issued in April 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.
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.
Los Angeles Business Journal “Largest Asset Managers in Los Angeles Area”: For the Los Angeles Business Journal “Largest Asset Managers in Los Angeles Area”, asset managers are ranked by assets under management. 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.
PSN Top Guns Manager of the Decade 4Q 2022: The PSN Top Guns Manager of the Decade ranking was issued in March 2023 and covers the ten-year period ending December 31, 2022. KAR did not pay any fees to participate in the ranking; however, KAR has paid fees for a license to reprint and distribute the results of the ranking and use of the PSN Top Guns Manager of the Decade logo.
San Francisco Business Times “Top Wealth Managers in the Bay Area”: For the San Francisco Business Times “Top Wealth Managers in the Bay Area”, asset managers are ranked by assets under management for individual clients. 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.
The Wealth for Good Awards: Best CSR (Corporate Social Responsibility) Programme – Americas Region was award in June 2022 and covers the year 2022. KAR did not pay any fees to participate in the Wealth for Good Awards; however, KAR did pay fees for an advertisement and article placement after it was notified that it won.
With Intelligence: To be considered for the PAM Awards, the Kayne Anderson Rudnick team provided evidence of the steps taken to achieve a positive working environment, testimonials from staff, and turnover statistics that would support their submission. Kayne Anderson Rudnick is described as striving to do the right thing and maintaining a team-oriented culture of accessibility, open and honest communication, and respect. The firm encourages an environment of intellectual honesty and believes in empowering and growing its people. To view more about the PAM Awards and view the 2022 honorees list, and the full criteria, click here: https://awards.withintelligence.com/privateassetmanagementawards2023/en/page/categories-criteria. KAR has not paid fees to the award sponsor to obtain the award and does not anticipate that it will pay fees to re-license the award. KAR sponsored part of the virtual gala for the awards ceremony, but doing so was not a prerequisite to winning the award.