In the media

10.16.17 Miami Herald

Randy Carver Recognized by FORBES as one of Americas Top Wealth Advisors

See the article by The Miami Herald by clicking here.


10.16.17 Cleveland 19 News

Randy Carver Recognized by FORBES as one of Americas Top Wealth Advisors

View the Cleveland 19 News coverage by clicking here.

 

The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and inperson interviews, 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 criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of September 2017): 19,872 Advisor nominations were received, based on thresholds. 4,504 Advisors were invited to complete the online survey. 4,432 Advisors were interviewed by telephone. 923 Advisors were interviewed in-person at the Advisors' location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of 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. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any web-site or the collection or use of information regarding any web-site's users and/or members.


9.23.17 NBC News

Randy Carver, the President of Carver Financial Services, Inc., an independent practice, was once again included on the Barron's list of the "Top 100 Independent Wealth Advisors" in the country.

View the NBC News article by clicking here.

 

*Barron's Top 100 Independent Financial Advisors
Source: Barron's “Top 100 Independent Financial Advisors,” September 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more.
Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not 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. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.


6.29.17 Barron's names Randy Carver Top Financial Advisor

June 29, 2017 Randy Carver was again named to Barron’s Top Advisor Rankings list for Ohio. Randy placed in the top ten again this year improving his ranking by two spots as he is currently the #7 Top Ranking Advisor for the state of Ohio.

 

You can view the complete Barron's listing by clicking here.

 

Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not 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. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered with FINRA


3.21.17 Lake County News Herald

The News Herald Business section mentions Randy Carver being named to Barron's top financial advisers in the United States.  Read the full article by clicking here.


6.17.16 Financial Advisor IQ

A well-told story about Randy's relentless ability to never take 'no' for an answer. Click here to read the full story.


4.8.16 Lake County News Herald

Randy Carver was mentioned in the Lake County News Herald for his recent accomplishment of being named as one of the top financial advisors in the nation and Ohio by Barron's. -  Click here to read the full story


1.21.15 Financial Advisor IQ

January 21st, 2015 Carver Financial Services was recognized for its motivating team atmosphere.  Click here for the full story


1.18.15 Lake County News Herald

January 18, 2015 Randy Carver was recognized for his perseverance through life's many challenges. -  Click Here for Story


10.29.14 Lake Country News Herald

October 29, 2014 Carver Financial was recognized as a Fast Track 50 Winner in the News Herald - Click Here for Story


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