January 10, 2025 – Carver Financial Services is honored to announce its inclusion in Forbes’ 2025 “Best-In-State Wealth Management Teams” list for Ohio. This prestigious recognition underscores the firm’s unwavering commitment to delivering exceptional financial advisory services and personalized client solutions. Carver Financial Services ranked #4 out of 179 in Ohio.

Forbes, in collaboration with SHOOK Research, evaluates wealth management teams across the nation based on a comprehensive set of criteria, including industry experience, revenue trends, assets under management, compliance records, and best practices in client service. The 2025 ranking reflects data from the period of March 31, 2023, to March 31, 2024.

Carver Financial Services, founded by Randy Carver, CRPC®, CDFA®, has consistently demonstrated excellence in the financial services industry. The firm’s dedication to helping clients achieve their personal vision through individualized planning and a team-based approach has been a cornerstone of its success.

“We are deeply honored to be recognized by Forbes as the fourth top wealth management team in Ohio,” said Randy Carver. “This accolade is a testament to the hard work and dedication of our entire team, as well as the trust and loyalty of our clients. We remain committed to providing personalized financial strategies that align with our clients’ unique goals and aspirations.”

Carver Financial Services has a rich history of accolades, including previous rankings in Forbes’ Best-In-State Wealth Management Teams. 

The 2025 Forbes ranking of America’s Best-in-State Wealth Management Teams, 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 3/31/2023 to 3/31/2024 and was released on 01/09/2025. 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 approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. 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 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/wealth-management-teams-best-in-state for more info.