Randall
Allen

Kayne Anderson Rudnick Investment Management, LLC

CRD#3168717
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Randall Allen is a financial advisor working out of Los Angeles, California who has 9 years of industry experience. Allen is an advisor for Kayne Anderson Rudnick Investment Management, LLC. During their career, Allen has held roles at Charles Schwab Bank, Charles Schwab & Co., Inc and Kayne Anderson Rudnick Investment Management. Allen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Kayne Anderson Rudnick Investment Management, LLC is a firm based out of Los Angeles, CA. The company has offices in 16 locations and a total of 114 people on staff. It administers $34 billion in assets under management across its 26,684 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 36 charitable organizations. Of its 26,684 accounts, 56% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Kayne Anderson Rudnick Investment Management, LLC has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types billed by Kayne Anderson Rudnick Investment Management, LLC may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

2000 Avenue Of The Stars Suite 1110
Los Angeles, CA 90067

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Kayne Anderson Rudnick Investment Management, LLC Brokerage Details

Total Assets Under Management

$33,531,267,174

CA Average: $7,578,581,321
Total Number of Employees

114

CA Average: 43
Total Number of Accounts

26,684

CA Average: 3,727
Average Account Size

$1,256,606

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Randall Allen Work History

Randall has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Kayne Anderson Rudnick Investment Management

2005 - 2014 (9 years)

Charles Schwab Bank

2002 - 2014 (12 years)

Charles Schwab & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Randall Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kayne Anderson Rudnick Investment Management, LLC

Carina Berlin
Los Angeles, CA
Yuyen Chang
Los Angeles, CA
Darnel Bentz
Los Angeles, CA
Tyler Sterk
Los Angeles, CA
Oren Cabir
Los Angeles, CA
Michael Montgomery
Los Angeles, CA
Bridget Costello
Los Angeles, CA
Grace Apuy
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started