James B. Kruzan, CFP®, CRPC®, President of Kaydan Wealth Management, Inc., An Independent Firm, is pleased to announce that he has been named to the Financial Times 400 Top Advisers, as of March 31, 2016. The list recognizes top financial advisers at traditional broker-dealer firms across the U.S.
Kruzan has more than thirty years of experience in the financial services industry. As a comprehensive wealth manager, Kruzan and his team offer much more than advice. Kaydan Wealth Management provides an encompassing financial planning and management program designed to help truly driven people simplify and streamline their finances and lead fuller lives. Centered on building complete and customized wealth plans, Kruzan’s systematic program offers a full complement of sophisticated financial planning services by combining three disciplines – investment consulting, advanced planning and relationship management.
This is the fourth annual FT 400 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
The “average” adviser in this year’s FT 400 has 26 years’ experience and manages $1.6 billion in assets. The FT 400 advisers hail from 38 states and Washington, D.C.
The FT 400 is one in series of rankings of top advisers that the FT developed in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 401 (DC retirement plan advisers).
The Financial Times 400 Top Financial Advisers is an independent listing produced by the Financial Times (March 2016). The FT 400 is based on data gathered from firms and verified bt broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2016, roughly 980 applicants were received and 400 were selected to the final list (40.8%). AUM is the top factor, accounting for roughly 60-70 percent of the applicants score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. The FT is not affiliated with Raymond James.
