Awards and recognition

Barrons Magazine names Randy Carver one of the top financial advisors in the country- again.

February 24th, 2014  Barron’s Magazine named Randy Carver as one of  America’s best 1,200 financial advisors.  Randy has been recognized by Barron's each year since 2008.   The rankings are based on data provided by the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

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Randy Carver named one of Top 100 Branch Managers in the United States by On Wallstreet Magazine

February 20, 2014 On Wallstreet named Randy Carver one of the top 100 branch managers in the country. On Wall Street, in partnership with New York Life/Mainstay Investments, throws a spotlight on the top 100 mangers with their  7th Annual Branch Manager Awards.  This year’s accolades fall to 100 Honorees that have been nominated by their firms and then selected by the editors of the magazeine.   The final honorees were selected by four judges: Research Directors, Bill Butterfield and Alois Pirker, of the Aite Group; Associate Director, Kenton Shirk, at Cerulli Associates, and Stewart Lee, CEO of LEE Training.

'It is a priveledge to be reconized and truly an honor for our entire team without whom I would not be able to provide the service for our clients that was recognized'.

 

On Wall Street


Randy Carver named one of Best Advisors in Country by Barrons

Barrons top 1000 10 2013October 28, 2013  Barrons Magazine named Randy Carver as one of  America's best financial advisors. The rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.


Lake-Geauga Fast Track 50 Winner

September 25, 2013 Carver Financial was once again  recognized as one of the The Lake-Geauga Fast Track 50 winners for 2013. The Fast Track 50  recognizes the contribution of local companies to Lake and Geauga county economies. The Fast Track 50 Committee compiles a list of the fastest-growing companies in Ohio’s Lake and Geauga counties. Companies are ranked by sales and employment growth over the previous five-year period and the top 50 are recognized.  In 2011 Randy Carver was recognized by the Committee as the Entrepreneur of the year .  The company was also nominated in 2012.

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Barron's Names Randy Carver one of Top Advisors in United States again

The May 2013 issue of Barron's named Randy Carver as one of the Top 1,000 advisors in the United States and top 6 in Ohio.   The rankings are based on data provided by the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.

Randy and his team have been recognized by Barrons’ magazine and also Registered Rep Magazine every year since 2008. Registered Rep’s America’s Top 100 Independent Broker/Dealer Advisors award based upon assets under management, and other subjective factors not disclosed by the magazine, for advisors with $150 million in assets or greater.Barrons May 2013

 


Randy Carver named to the prestigious Financial Times List of Top 400 Financial Advisors in United States

April 11, 2013 Randy Carver, the President of Carver Financial Services Inc. was named to the Financial Times list of the Top 400 Financial Advisors.  The Financial Times took a six-pronged approach to evaluate advisors. Items considered included assets under management,  asset growth,  compliance records, years of experience , relevant industry certifications and online accessibility.   These 400 advisors were selected from among more than 250,000 advisors nationwide.  The principle behind the Financial Times 400 is to focus on investors. Financial advisers were assessed from the perspective of current and prospective investors. The FT rewarded attributes that investors care about (or should care about) and not the value of those advisers or bodies. The methodology is quantifiable and objective.

Please click here for articleFinancial Times picture April 2013


Barron's names Randy Carver one of Top 1,000 Advisors in United States

The  February  18th, 2012, Barron's magazine named  Randy Carver of Carver Financial Services, Inc. in Mentor, Ohio one of America’s 1,000 top Financial Advisers  and one of the top 10 advisors in Ohio.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.  

Randy and his team have been recognized by Barrons' magazine and also Registered Rep Magazine every year since 2008.  Registered Rep's America's Top 100 Independent Broker/Dealer Advisors award based upon assets under management, and other subjective factors not disclosed by the magazine, for advisors with $150 million in assets or greater.

Barrons top 1000 3 2013


Crain's Cleveland 2013 Book of Lists - One of Top 4 Financial Planners By Assets Under Management

 
January 6, 2013 -  Crain's Cleveland recognized Carver Financial Services Inc. as one of the top four Financial Planners ranked by assets under management locally.


Fast Track 50

September 14, 2012 Carver Financial Services Inc. recognized as a 2012 Lake-Geauga Fast Track 50 Award Winner.


Crain's Cleveland Names Carver Financial Services Inc. One of the Top 5 Financial Planners Locally By Assets Under Management

June 3, 2012 Crain's Cleveland named Carver Financial Services Inc. one of the top 5 Financial Planners ranked by assets under managment locally.


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