The Degenaars Babb Group

Working with a recognized team

Having been recognized repeatedly by the industry for excellence, we humbly acknowledge that our clients are "the smartest people in the room." Inspired by their visions and values, we feed off their energy to deliver proactive guidance-the kind that helps them prepare for what's ahead.

Recently featured in AdvisorHub

Read how Kristin Ashman brings 25 years of financial and legal expertise to ultra-high-net-worth families.

The Degenaars Babb Group team awards

Barron’s

Top 250 Private Wealth Management Teams 2024
Top 100 Private Wealth Management Teams 2023, 2022

Forbes

Best-In-State Wealth Management Teams 2025–2023
America’s Top Wealth Management Teams 2024–2022

Glenn S. Degenaars

Barron’s

Top 100 Financial Advisors 2024, 2023
Top 1,200 Financial Advisors 2025–2022

Forbes

Best-In-State Wealth Advisors 2026–2022
America’s Top Wealth Advisors 2025–2022

Jason L. Babb

Barron’s

Top 1,200 Financial Advisors 2025–2022

Forbes

Best-In-State Wealth Advisors 2026–2022

America’s Top Wealth Advisors 2025–2022

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes Best-in-State Wealth Management Teams award was announced January 2023. Data as of 3/31/22. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2025 Forbes “Best-In-State Wealth Management Teams” award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information:  <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

The 2024 Barron’s “Top 250 Private Wealth Management Teams” award was announced May 2024. Data as of 12/31/23. Team rankings are based on qualitative criteria including industry experience, degrees and industry designations, charitable work, size shape and diversity of their team, and compliance records, and quantitative data including assets under management, types of assets they manage, revenue generated for their firms and client retention. Neither the firm nor the financial advisor pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor’s future performance. The 2023 Barron’s “Top 100 Private Wealth Management Teams” award was announced April 2023. Data as of 12/31/2022. The 2022 Barron’s “Top 100 Private Wealth Management Teams” award was announced April 2022. Data as of 12/31/2021. The award is based on quantitative criteria (such as assets under management and revenue produced for the firm), regulatory records, credentials of the team members, and other qualitative criteria. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2022 Barron’s “Top 100 Private Wealth Management Teams" award was announced April 2022. Data as of 12/31/2021. The award is based on quantitative criteria (such as assets under management and revenue produced for the firm), regulatory records, credentials of the team members, and other qualitative criteria. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2024 Barron’s “Top 100 Financial Advisors” award was announced May 2024. Data as of 12/31/2023. The 2023 Barron’s “Top 100 Financial Advisors” award was announced April 2023. Data as of 12/31/2022. Advisor rankings are based on qualitative and quantitative criteria including industry experience, degrees and industry designations, charitable work, compliance records, assets under management, types of assets they manage, revenue generated for their firms and client retention. Neither the firm nor the financial advisor pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2023 Barron’s “Top 100 Financial Advisors" award was announced April 2023. Data as of 12/31/2022. Advisor rankings are based on qualitative and quantitative criteria including industry experience, degrees and industry designations, charitable work, compliance records, assets under management, types of assets they manage, revenue generated for their firms and client retention. Neither the firm nor the financial advisor pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2024 Forbes “America's Top Wealth Management Teams” award was announced November 2024. Data as of 3/31/2024.  Ranking is based on telephone and in-person interviews, industry experience, professional credentials, advisor’s compliance records, firm recognition, assets under management and revenue generated for their firm. Investment performance was not considered, and this ranking is not indicative of future advisor performance or any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients.  For more information, visit <a href="http://www.shookresearch.com/">www.SHOOKresearch.com</a> The 2023 Forbes “America's Top Wealth Management Teams” award was announced November 2023. Data as of 3/31/2023.  Ranking is based on telephone and in-person interviews, industry experience, professional credentials, advisor’s compliance records, firm recognition, assets under management and revenue generated for their firm. Investment performance was not considered, and this ranking is not indicative of future advisor performance or any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients.  For more information, visit <a href="http://www.shookresearch.com/">www.SHOOKresearch.com</a> The 2022 Forbes “Top Wealth Management Teams” award was announced November 2022. Data as of 3/31/22. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2025 Forbes “America’s Top Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com. The 2024 Forbes “Top Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2023 Forbes “Top Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2022 Forbes “Top Wealth Advisors" award was announced August 2022. Data as of 3/31/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2021 Forbes “Top Wealth Advisors" award was announced August 2021. Data as of 3/31/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2026 Forbes “Best-In-State Wealth Management Teams” award was announced January 2026. Data as of 3/31/25. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

The 2026 Forbes "Best-In-State Wealth Advisors" award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor's best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

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Current market and economic outlook with Lori Calvasina

Sep 09, 2025 05:30 PM Eastern Daylight Time - Sep 09, 2025 08:00 PM Eastern Daylight Time
New York Athletic Club 180 Central Park S. New York, NY , 10019

We are pleased to have RBC Wealth Management’s head of U.S. Equity Strategy, Lori Calvasina, speak in an intimate fireside chat at the New York Athletic Club. Lori will cover an array of topics, including market-relevant current events and how they may impact your portfolios.

At the end of the conversation, we will open the discussion for a brief Q&A session.

Cocktails and passed hors d’oeuvres will be served throughout the evening.

Wealth is not just a number

Working with a recognized team

Recently featured in AdvisorHub

The Degenaars Babb Group team awards

Barron’s

Forbes

Glenn S. Degenaars

Barron’s

Forbes

Jason L. Babb

Barron’s

Forbes

Global Insight Monthly

Midterms, the market, and what matters

Latest Insights

Ten key discussion points for your mid-year review

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Current market and economic outlook with Lori Calvasina

With change comes questions

RBC Wealth Management Online

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