Awards and recognition

America's Best - Barron's February 2012

February 20, 2012 - Barron's named Randy Carver one of the top 1000 advisors in the United States, and one of the top 10 in Ohio.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.


Entrepreneur of the Year - Fast Track 50

September 20, 2011 Carver Financial Services Inc. recognized as a 2011 Lake-Geauga Fast Track 50 Award Winner and Randy Carver named Entrepreneur of the year. 

Click Here for  more info from Fast Track organization

Click Here for story in News Herald

    


Community Leadership Awards finalist

September 13, 2011 Carver Financial named as a finalist for the Community Leadership Awards presented by the Invest In Others Foundation. In recognition the Invest in others foundation generously donated $5,000 to the Mentor Rotary Bone Marrow matching program.

Click here for story


Named One of America's Top 100 Independent Advisors

August 1, 2011 - Randy Carver, and the Carver Team,  named named one of America's Top 100 Independent Advisors 2011 by Registered Rep Magazine.  Rankings were based upon assets under managment and other subjective factors not disclosed by the magazine.


Crains Cleveland Names Carver Financial Services One of Top Three Local Financial Planners

 May 2011 - Carver Financial Services Inc.  was recognized as one of  the top three local Financial Planners  based upon assets under management by Crains Cleveland


Barron's Names Randy Carver One of the Top Advisors

February 21 2011 Barron's Magazine named Randy Carver one of the Top 1,000 financial advisors in the United States and one of the Top 10 Advisors in Ohio.  Rankings were based upon assets under management, revenues the advisors generate for their firms, quality of their practice and other subjective factors.


Randy Carver named one of America's Top 100 Independent Advisors 2010

November   2010 – Randy Carver named named one of America's Top 100 Independent Advisors 2010.  Rankings were based upon assets under managment and other subjective factors not disclosed by the magazine.   Full article is available at

http://www.registeredrep.com/advisorland/career/finance_americas_top_independent_4/index.html


Randy Carver named one of the Top 100 Independent Broker-Dealer Advisors in the U.S. by Registered Rep. Magazine

August  2010 – Randy Carver named one of the Top 100 Independent Broker-Dealer Advisors in the U.S. by Registered Rep  Magazine.  Ranked strictly by assets under management, nominees had to manage at least $150 million in assets with a majority in retail client accounts.   See the full article here


Crains Cleveland list of top local money managers

April 18, 2010 Carver Financial Services Inc. named to Crains Cleveland list of top local money managers based upon assets under management.


February 2010 – Randy Carver named one of the Top 10 Advisors in Ohio and Top 1,000 in the U.S. by Barron’s Magazine. The criteria for inclusion on any of Barron’s rankings is considered a proprietary process; however, there are three major components of the ranking: Assets Under management (AUM); Revenue and Qualitative criteria, such as regulatory/compliance record, time in the industry, and philanthropic/charitable work.

February 2009 Carver Financial Services named one of the top 1,000 Advisors in United States by Barron’s  based on assets under management, revenues, the quality of the practice and its regulatory record.

Nationally recognized as one of the leading independent investment advisors in the United States by Registered Rep. Magazine – January 2008. Randy Carver and Carver Financial Services was named one of the top 10 Independent Advisor Reps in the United States in terms of assets and other subjective factors from more than 90,000 independent broker/dealer reps.

Carver Financial Services Inc. named one of the Top Wealth Managers in the country by Wealth Manager Magazine. The announcement appeared in the July/August 2008 issue based upon average assets under management per client.

August 18, 2008 Randy Carver named one of the Top 100 Financial Advisors in the United States by Barron’s Magazine.  The rankings reflect each advisor's assets under management, the advisor's share of revenue and profits generated, and quality of service.

United States Senate certificate of recognition for community service presented to Randy Carver/ Carver Financial Services Inc. – 2002 and 2008, Randy Carver.

City of Mentor/Mentor Chamber of Commerce recognized Carver Financial Services Inc. as the 2008 Business of the Year for community service and philanthropic work


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