Read: Barron’s Ranks KAR #1 on its list of Top 100 Independent Advisors in 2017
Watch: Overview of Our Wealth Advisory Services

Learn how KAR builds and protects wealth for its clients

Experience.

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

Think: Trump Tariffs Commentary
KAR offers its perspective on the tariffs the Trump administration imposed
Read: Market Review First Quarter 2018
Commentary by Douglas S. Foreman, CFA, Chief Investment Officer
Listen: Fourth Quarter 2017 Review of the Small Cap Core Portfolio
KayneCast 58
By Jon Christensen, CFA Portfolio Manager & Senior Research Analyst
Meet
Jeannine Vanian
Chief Operating Officer and member of the Executive Management Committee

Trust.

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

March 20, 2018

Awards: KAR Wealth Advisory Group Ranked No. 7 in CA on Barron’s 2018 List

Spuds Powell and his team made Barron’s latest list of the top 1,200 financial advisors nationwide. This is the 5th-straight year that KAR has been ranked among the top 10 in California on this annual list. Read More.

December 22, 2017

Awards: KAR was listed by InvestmentNews as the 10th biggest RIA in the U.S. and 4th in California

In its 2017 RIA Rundown, a ranking of more than 1,900 fee-only registered investment advisory firms, InvestmentNewslisted Kayne Anderson Rudnick at No. 10 nationally and No. 4 in California. The rankings are based on total assets under management reported as of November 1, 2017. Read More.

Meet
Douglas S. Foreman, CFA
Chief Investment Officer, Portfolio Manager, and member of the Executive Management Committee
December 22, 2017

Awards: KAR was listed by InvestmentNews as the 10th biggest RIA in the U.S. and 4th in California

In its 2017 RIA Rundown, a ranking of more than 1,900 fee-only registered investment advisory firms, InvestmentNewslisted Kayne Anderson Rudnick at No. 10 nationally and No. 4 in California. The rankings are based on total assets under management reported as of November 1, 2017. Read More.

S&P
500
Russell
2000
Nasdaq
100