Randall Allen Senior Vice President Kayne Anderson Rudnick

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

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

  • 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

Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2018 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.

back to top