Kudos to Jim Kruzan, CFP®, CRPC®, the Founder and Senior Wealth Advisor at Kaydan Wealth Management, for securing a spot on the Forbes 2023 list of Best-In-State Wealth Advisors for the sixth consecutive year. The prestigious list includes advisors from national, regional, and independent firms.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, relies on a combination of qualitative assessments from phone, virtual, and in-person interviews, as well as quantitative data. Advisors included on the list have at least seven years of experience. The selection algorithm considers factors such as revenue trends, assets under management, compliance records, industry experience, and adherence to best practices in client engagement. It is important to note that portfolio performance is not a criterion, reflecting the diverse objectives of clients and the absence of standardized, audited data. Neither Forbes nor SHOOK charges a fee for inclusion in the rankings. For additional details on the SHOOK Research methodology, please click here.