Dallin
Garner

Kayne Anderson Rudnick Investment Management, LLC

CRD#6665457
Investment Advisor
in Salt Lake City, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dallin Garner is a financial advisor based in Salt Lake City, Utah, working with Kayne Anderson Rudnick Investment Management, LLC. Dallin has previously held positions at Fidelity Brokerage Services, Efilecabinet, Mattress Firm, Christensen And Hymas Law Firm, Fisher Investments, and Kayne Anderson Rudnick Investment Management, LLC. Dallin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Utah. Currently, Dallin is part of Kayne Anderson Rudnick Investment Management, LLC, which operates out of Salt Lake City, Utah. The firm has 17 offices and 115 employees. The firm manages assets totaling $41.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Kayne Anderson Rudnick Investment Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

2091 East 1300 South Suite 201
Salt Lake City, UT 84108

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Kayne Anderson Rudnick Investment Management, LLC Brokerage Details

Total Assets Under Management

$41,186,294,289

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

115

UT Average: 43
Total Number of Accounts

28,081

UT Average: 3,727
Average Account Size

$1,466,696

UT 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

Dallin Garner Work History

2024 - Present (1 year)

Kayne Anderson Rudnick Investment Management, LLC

2020 - 2024 (4 years)

Fisher Investments

2016 - 2020 (4 years)

Fidelity Brokerage Services

2015 - 2016 (1 year)

Efilecabinet

2015 - 2015 (< 1 year)

Mattress Firm

2014 - 2015 (1 year)

Christensen And Hymas Law Firm

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dallin Garner 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

Kevin O'Regan
Los Angeles, CA
Thomas Pontius
Los Angeles, CA
Andrew Grant
Los Angeles, CA
Dallin Garner
Salt Lake City, UT
Bridget Costello
Los Angeles, CA
Yuyen Chang
Los Angeles, CA
Benedetto Falcone
Los Angeles, CA
Darnel Bentz
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started