by: Danielle Howard
Wealth Advisors 2019
Congratulations to James B. Kruzan, CFP®, CRPC® and the team at Kaydan Wealth Management for being named to Forbes 2019 Best-In-State Wealth Advisors.
This year’s Best-In-State Wealth Advisors list shines light on over 3,000 top advisors across the country who were nominated by their firms. Each nominee was then researched, interviewed, and assigned a ranking within their respective states. “Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives,” says R.J. Shook, president and founder, SHOOK Research. “They want to add meaning, help them live better lives.”
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, Industry experience, Compliance records, Revenue produced, and Assets under management. Click here for an inside look at the rankings and more on the methodology.
Disclosure: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms 3,000c received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Forbes or SHOOK Research.