Rand & Associates is an independent Registered Investment Advisory firm dedicated to excellence in wealth management. We are honored to be recognized by Barron's as one of the top 100 Independent Wealth Advisors in both 2016 and 2015.


We provide wealth management and financial planning services to individuals, families and institutions across the United States. 

We partner with leading custodians to bring you a positive and individualized investment experience. 

  • US Bank
  • RBC Wealth Management
  • JP Morgan
  • State Street
  • Union Bank of California
  • Wells Fargo
  • Fidelity Investments
  • Charles Schwab
  • BNY Mellon
  • Stiefel Nicolaus
  • UBS
  • Dain Rauscher 

With over 200 collective years of industry experience and in-house experts including professionals with Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, attorneys and a Certified Public Accountant (CPA), we are confident in our ability to provide you with unparalleled, comprehensive wealth management services. Click here to meet our dedicated team.