Team Accolades

The Ragen Group

Putting our best foot forward, for you.

We’re honored to have received recognition for the financial and client services we provide. As a team, we consistently strive to be the best we can be for the benefit of the clients we serve.

Cam Ragen

Forbes Best-In-State Wealth Advisor (2026)

Published April 7, 2026 | Data as of June 30, 2025

Forbes Best-In-State Private Wealth Advisor (2025, 2024 & 2023)

Published April 8, 2025 | Data as of June 30, 2024

Barron’s Top 1,500 Ranked Advisor (2026)

Published 3/20/26 | Data as of 9/30/25

Barron’s Top 1,200 Ranked Advisor (2025 – 2015)

Published 3/7/25 | Data as of 9/30/24

Financial Times Top 400 Advisor (2020 & 2016)

Published April 16, 2020 | Data as of June 30, 2019

Phil Banta

Forbes Best-In-State Wealth Advisor (2026)

Published April 7, 2026 | Data as of June 30, 2025

Forbes Best-In-State Private Wealth Advisor (2025 & 2024)

Published April 8, 2025 | Data June 30, 2024

Casi Jones

Forbes Best-in-State Top Women Wealth Advisor (2026 & 2025)

Published 2/4/26 | Data as of 6/30/25

Forbes Best-in-State Top Next Gen Wealth Advisor (2024)

Published 8/8/24 | Data as of 3/31/24

The Ragen Group

Fidelity Charitable® Philanthropic Champion (2025)

Forbes Best-In-State Wealth Management Team (2026, 2025, 2024 & 2023)

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.

About the Rankings

Forbes Best-In-State Wealth Management Teams: Features over 2,800 teams with cumulative assets of $4 trillion. Ranked using SHOOK Research’s quantitative and qualitative data, including interviews and performance metrics.
Barron’s Top 1,500/Top 1,200: Based on assets under management, revenue produced, regulatory record, quality of practice, and philanthropic work.
Financial Times 400: Evaluates advisors based on criteria investors care about using a quantitative, objective methodology.
Fidelity Charitable Philanthropic Champion: Launched 2025, this award celebrates the support of advisors advancing the cause of philanthropy. These advisors have demonstrated a strong dedication toward advancing philanthropy through charitable planning and working with donors to make charitable giving accessible, simple, and easy.