April 7, 2022 – Randy Carver, RJFS Financial Advisor was recognized on Forbes‘ list of Best-In-State Wealth Advisors, as one of the top advisors in Ohio. Out of approximately 35,000 nominations, more than 6,500 advisors received the award nationwide. Randy Carver was ranked #4 out of the 192 recognized in Ohio. This is the sixth year in a row that Randy has been included on this prestigious list of top wealth advisors from national, regional, and independent firms.
Click here to view the profile on the Forbes list.
The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and 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 34,925 nominations, more than 6,550
advisors 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.