Ben Clauss and Craigen Schoen named to Forbes’ 2025 list of Best-In-State Wealth Advisors
April 23, 2025
Two local Raymond James-affiliated financial advisors, Ben Clauss, CFA®, and Craigen Schoen, CFP®, were recently named to the 2025 Forbes list of Best-In-State Wealth Advisors.
“It’s a pleasure to once again congratulate Ben and Craigen,” said Brian Flemmer, Complex Manager. “Their dedication to their clients sets them apart as outstanding advisors, and we’re delighted to see Forbes recognize their hard work and expertise.”
Ben Clauss, Senior Vice President, Investments, with The Clauss & Ellison Group of Raymond James, joined Raymond James in 2021 and has over 25 years of experience in the financial services industry. Ben works with individuals, business owners, and foundations, always with a dedication to focused service and integrity. Ben can be reached at 864.255.4580, online at ClaussEllisonGroup.com, or at his office at 101 Falls Park Drive, Suite 600.
Craigen Schoen, Managing Director, Investments, of the Schoen Capital Group of Raymond James, joined Raymond James in 2007 and has over 30 years of experience in the financial services industry. He offers comprehensive investment management services, including capital management, retirement planning, estate and legacy planning and risk management. Craigen can be reached at 864.289.2164, online at SchoenCapitalGroup.com, or at his office at 112 Haywood Rd in Greenville.
The list, which recognizes advisors from national, regional and independent firms, was released online April 8, 2025.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, 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 approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
About Raymond James
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of Feb. 28, 2025. Additional information is available at raymondjames.com.
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