November, 2025 – Carver Financial Services was named to Forbes’ 2025  “America’s Top Wealth Management Teams – High Net Worth” list, ranking #100 in America. This is the first time that Carver Financial Services has ranked on this prestigious list.

Forbes’ Top Wealth Management Teams list is highly regarded, recognizing teams who have demonstrated excellence in managing the financial affairs of high-net-worth clients. This prestigious accolade underscores Carver Financials’ continued commitment to delivering sophisticated, tailored wealth-management strategies grounded in integrity, trust, and client-first principles.

“For us, success isn’t measured by rankings or accolades — it’s measured by the trust and confidence our clients place in us every day,” said Randy Carver, President and Founder of Carver Financial Services. “This recognition by Forbes is a reflection of our incredible team and the clients who inspire us to keep raising the bar.”

For clients and prospective clients, this recognition serves as an additional indicator that Carver Financial adheres to a high standard of professionalism, client-centered service and comprehensive planning. From wealth transfer and legacy design to retirement income strategies and philanthropic visioning, Carver Financial continues to expand its capabilities in alignment with clients’ evolving needs.

The team at Carver Financial Services is deeply grateful to our clients, partners, and community for their continued support. Together, we look forward to building on this momentum and continuing our mission to help people simplify their lives and achieve their dreams.

Forbes’ “America’s Top Wealth Management Teams – High Net Worth” list is developed by SHOOK Research through a proprietary algorithm that includes an evaluation of both quantitative and qualitative criteria such as assets under management, revenue trends, client retention, compliance records and best practices in team structure. Portfolio performance is not a criterion due to varying client objectives and the lack of audited data. 

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The 2025 Forbes ranking of America’s Top 100 Wealth Management Teams High Net Worth, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 11/12/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 12,001 team nominations, 100 advisor teams received the award. This ranking is not indicative of an 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 obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC.

Please see https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth/ for more info.