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Carver Financial Services

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  • Our Approach
    • Personal Vision Planning®
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    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
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    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Randy’s Blog
    • Raymond James Resources
    • Carver University
      • Required Minimum Distribution (RMD)
      • Paying Off Student Loans
      • Retirement Resources
      • Why Insurance and Estate Planning Matter
      • The Power of Starting Young
    • Client Access Videos
    • Client Communications
    • Seminar Material
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Barron’s names Randy Carver to its Top 1200 Financial Advisors List for 2022

March 15, 2022 – Barron’s Magazine, again, named Randy Carver, RJFS Registered Principal and President of Carver Financial Services, as one of the top advisors in the Nation and ranked third for the state of Ohio. Randy has been recognized by Barron’s every year since 2008.

Rankings are based on data provided by the nation’s 6,000 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. Barron’s listed their top 1,200 putting Randy in the top 4/10th of 1% of all advisors.

To see the full listing click here.

Source: Barron’s “Top 1,200 Financial Advisors,” March 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 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.

Category: Awards

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(Please click here for award criteria & disclosures.)

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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