September 2023 – Randy Carver, RJFS Registered Principal, and the President of Carver Financial Services, Inc. was once again included on the 2023 Barron’s list of the “Top 100 Independent Wealth Advisors”, ranking #29 in the country. Randy has been included on this prestigious list of top wealth advisors every year since 2010.
“It’s an incredible honor to be recognized by Barron’s as one of the Top 100 Financial Advisors for 2023,” said Randy Carver. “This recognition reflects not only the hard work and dedication of our team at Carver Financial Services but also the trust and confidence our clients have placed in us over the years. We remain committed to delivering the highest level of service and expertise to help our clients achieve their financial objectives.”
Barron’s produced the listing of top advisors after weighing factors such as client assets under management, philanthropic work, compliance record and the overall quality of their practices. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports*. There are nearly 300,000 licensed financial advisors in the United States, so being named one of the top 100 independent advisors is a notable recognition.
Visit here to see Randy’s Profile.
Barron’s Top 100 Independent Advisors, 2023. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings as of 9/15/2023 are based on data provided by 476 applications and include qualitative and quantitative criteria. Time period upon which the rating is based is from 6/30/2022 to 6/30/2023, and was released on 9/15/2023. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor team’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.
Please visit https://www.barrons.com/advisor/report/top-financial-advisors/independent for the full story.