advisors

Randall Allen Senior Vice President Kayne Anderson Rudnick

1800 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067

rallen@kayne.com kayne.com 800.231.7414

Ranked among the top 10 of Barron’s list of top independent financial advisors for the last three years, Kayne Anderson Rudnick is a boutique investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). With offices in Los Angeles and San Francisco, the company manages assets for both high net worth individuals and institutions. Its advisors boast an average client relationship duration of 11 years and a retention rate of 98 percent, thanks to outstanding client service and personalized investment strategies designed around clients’ unique circumstances and objectives. 

At a Glance

Minimum Fee for Initial Meeting

None required

Minimum Net Worth Requirement

$1 million

Compensation Method

Asset-based fee (investment services)

Primary Custodian for Investor Assets

Fidelity investments (investment services)

Financial Services Experience

16 years

Assets Under Management $10.5 billion (as of 6/30/16)
Largest Client Net Worth $500+ million
professional services provided
  • Investment advisory and money management services

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