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Kayne Anderson Rudnick (KAR) is an investment advisory firm with over $50.6 billion in assets under management serving institutional clients, broker-dealers, and high-net-worth individuals. It offers actively managed equity and fixed-income strategies grounded in a high-quality securities approach, using fundamental research to build conviction in holdings. The firm differentiates itself through rigorous, research-driven, long-term risk management aimed at attractive risk-adjusted returns across market cycles. KAR’s goal is to deliver compelling results for its clients.
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
$484.4M
Headquarters
Bellflower, California
Founded
1984
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Total Funding
$484.4M
Above
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Kayne Anderson Rudnick Wealth Advisory team ranked #3 on Barron's 2026 Top 100 Independent Advisors list. September 18, 2026 Barron's Kayne Anderson Rudnick (KAR), announced today that Managing Director and Senior Wealth Advisor Spuds Powell, along with the Kayne Anderson Rudnick Wealth Advisory (KARWA) team, earned the #3 spot on the Barron's 2026 Top 100 Independent Advisors list. The ranking marks another milestone in Powell's decades-long track record of guiding clients through changing markets and building lasting relationships built on trust. Powell and the KARWA team have earned a place among the nation's top advisors year after year, topping the Barron's Top 100 Independent Advisors list five times (2017-2020, 2022). The team has now held a top 10 position for 14 consecutive years, underscoring the staying power of their client-first philosophy. "This year's ranking is a strong showing, but what matters more is the consistency behind it," said Stephen A. Rigali, Executive Managing Director. "Spuds has built his practice on the same foundation for decades, listening closely to clients, staying disciplined through every market cycle, and putting their goals ahead of anything else. That approach is what keeps clients with us for the long haul, and it's what continues to earn this kind of recognition." Barron's Top 100 Independent Advisors list identifies the nation's leading independent financial advisors based on a rigorous, data-driven methodology. To be considered, advisors must maintain a minimum of $300 million in individual AUM, hold SEC registration, and have at least seven years of industry experience including a minimum of one year with their current firm. Rankings are based on second quarter data and determined through a formula that evaluates three core categories: assets, revenue, and quality of practice. Barron's verifies submitted data against firm records and regulatory databases before applying the rankings formula, ensuring the integrity and accuracy of the final list.
Kayne Anderson Rudnick Investment Management LLC acquired a new stake in Prestige Consumer Healthcare in the fourth quarter valued at approximately $84,932,000.
Kayne Anderson Rudnick Investment Management LLC acquired a new stake in Tenable in the 4th quarter valued at about $35,000.
Kayne Anderson Rudnick Investment Management LLC acquired a new stake in Adeia in the fourth quarter valued at approximately $33,000.
LOS ANGELES, March 10, 2025 /PRNewswire/ -- Kayne Anderson Rudnick (KAR), a leading investment adviser, announced today that Stephanie Luh has joined the firm as an institutional client relationship manager. Luh reports to Jason Pomatto, managing director, senior client portfolio manager and institutional relationship manager.Luh, based in Los Angeles, will assist in executing a strategic plan aimed at strengthening relationships with KAR's institutional client base. In this role, she will oversee new business development, provide service to existing institutional clients, identify cross-selling opportunities, and enhance engagement with institutional consultants to position KAR's equity strategies favorably on consultant platforms."We're thrilled to have Stephanie join the KAR team and aid in our commitment to providing exceptional client service," said Jason Pomatto Managing Director, Senior Client Portfolio Manager & Institutional Relationship Manager at KAR. "Stephanie has a proven track record in institutional client relationship management, bringing years of experience in fostering strong, strategic partnerships. Her ability to anticipate client needs and deliver tailored solutions will be invaluable as we continue to strengthen our team. With her leadership and deep understanding of the industry, we anticipate Stephanie will play a critical role in enhancing our client relationships and driving long-term growth."Prior to KAR, Luh spent nearly eight years as an Account Manager at DoubleLine, managing its domestic and international institutional client relationships
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Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
$484.4M
Headquarters
Bellflower, California
Founded
1984
Find jobs on Simplify and start your career today