Kayne Anderson Rudnick deepens San Francisco advisory bench

The firm strengthens its team in California as it welcomes a new advisor with a background supporting ultra-high-net-worth clients.

Kayne Anderson Rudnick, a prominent investment and wealth management firm, announced that it has appointed Russell Toth as a wealth advisor to its San Francisco office.

Toth, who has a robust background in client relations and financial planning, will be working under senior wealth advisor Tom Connaghan.

“I am thrilled to embark on this exciting new journey with KAR, a team renowned for its dedication to client-centric solutions and safeguarding and building client wealth,” he said in a statement.

Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.

With its headquarters in Los Angeles, Kayne Anderson Rudnick was established in 1984 by John Anderson, a prominent Forbes 400 billionaire and benefactor of UCLA’s Anderson School of Management. As of the end of March 2024, the firm managed $65.3 billion in assets.

KAR services a diverse client base, including corporations, endowments, foundations, public entities, and high-net-worth individuals.

“Helping clients build enduring wealth requires more than just financial acumen; it necessitates a profound dedication to individualized care,” Connaghan said. “We are excited to add Russell to KAR’s Bay Area team.”

Prior to joining KAR, Toth spent over six years at Fisher Investments as a relationship manager, where he supported high-net-worth and ultra-high-net-worth clients. His role involved developing comprehensive investment strategies and financial plans tailored to individual needs.

Before his time at Fisher Investments, Toth served as an investment consultant at Scottrade, assisting clients in evaluating and personalizing their investment approaches. “With his extensive track record of delivering unparalleled client service and crafting bespoke financial plans, we’re not only expanding our expertise but also reaffirming our commitment to providing each client with the personalized attention they deserve,” Connaghan said.