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March 27, 2025

Jim Kruzan Named to Barron’s 2025 Top 1200 Financial Advisors List

We’re honored to share some exciting news: Jim Kruzan, CFP®, CRPC®, Founder and Senior Wealth Advisor at Kaydan Wealth Management, has been named to the Barron’s Top 1200 Financial Advisors list for 2025—marking his 7th year in a row earning this prestigious recognition.

This annual ranking highlights the most accomplished financial advisors in the country. With over 300,000 financial advisors* across the U.S. and more than 7,000 top producers submitting data for consideration, only 1,200 make the final cut.

What makes this recognition especially meaningful is that it cannot be bought. Barron’s relies on a rigorous, merit-based methodology to evaluate advisors across five key areas:

  • Assets under management

  • Revenue produced for the firm

  • Quality of practice

  • Regulatory record

  • Philanthropic involvement

Each year, firms must verify submitted data, which is then reviewed alongside public regulatory information to ensure credibility and integrity. The final rankings reflect not only business performance but also a commitment to high standards and client care.

Jim’s placement on this list is a reflection of his leadership and the exceptional support of the Kaydan Wealth Management team.

As Jim often says, “Success is never about just one person—it’s about the strength of the team behind the work.”

We are proud of this continued recognition and even more proud of the trust our clients place in us every day.

What This Means for You

Whether you’re preparing for retirement, refining your investment strategy, or navigating a major financial decision, you deserve thoughtful, personalized advice—and a team that’s committed to helping you pursue a bigger, bolder retirement.

If you’re interested in learning more about what it’s like to work with Kaydan Wealth Management, we invite you to schedule a complimentary introductory call. We’ll listen, learn about your goals, and personally match you with an advisor who’s the right fit for your needs.

Schedule a Call here.

Learn More About the Barron’s Ranking

📄 View the Full List of Barron’s Top 1200 Advisors for 2025
🔍 Read About the Ranking Methodology

We’re grateful for the continued opportunity to serve you—and proud to be recognized for doing what we love.

Sources and Disclosures: 
*U.S. Bureau of Labor Statistics
Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance.

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