Compass Technology Partners

The Kayne Anderson Rudnick wealth management team was launched in 1984 and has been providing customized financial planning and investment solutions ever since. Our founders Richard Kayne, John Anderson, and Allan Rudnick established a commitment to high-quality investments that has remained at the core of everything we do. When you look at our portfolio history and our 97% client retention rate, it’s no surprise that we’ve consistently been ranked among the top wealth management firms by Barron’s Magazine. When you work with us at KAR wealth management in San Francisco, you’ll have a partner you can trust to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life.

Daley Discount Securities, a client-driven financial services firm based in Menlo Park, CA, is recognized for its comprehensive suite of wealth management products and services. With a team of nearly 200 investment professionals, the firm is dedicated to helping clients achieve their financial goals through innovative investment strategies and personalized financial planning. In addition to wealth management, Daley Discount Securities offers specialized services in investment banking and capital markets, catering to institutional and corporate clients. The firm's commitment to providing advanced technology and support ensures advisors can effectively grow their wealth management businesses in a competitive landscape. Generated from the website