February 26, 2019 – Randy Carver, RJFS Financial Advisor was recognized on Forbes list of Best-In-State Wealth Advisors, as one of the top advisors in Ohio. There were more than 29,000 nominations received, 120 were recognized in Ohio, with Randy Carver being ranked #5. This is the third year in a row that Randy has been included on this prestigious list of top wealth advisors from national, regional and independent firms.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 29,334 advisors nominated by their firms, 3,477 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 this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.